Copying or Adding Expense Lines to Travel Authorizations in Classic
|
Page Name |
Definition Name |
Usage |
|---|---|---|
|
TE_COPY_TALN1_SEC |
Copy selected expense lines on a travel authorization. |
PeopleSoft Expenses enables you to copy one or more selected expense lines for a single day or a range of dates. You can also indicate whether you want to include holidays and weekends. The functionality that is associated with the Travel Authorization - Copy Selected Expenses page is for all expense types, including per diem expense types. When you copy an expense line to create new expense lines, PeopleSoft Expenses automatically populates the new expense lines with the same ChartFields as the original line item.
PeopleSoft Expenses enables you to select multiple expense types to add to a travel authorization. You can also select whether to add one occurrence or a daily occurrence of the expense types for a date range that you specify. PeopleSoft Expenses adds the multiple expense lines to your travel authorization and you enter the remaining information that pertains to each expense type.
Use the Create Travel Authorization - Copy Selected Expenses page (TE_COPY_TALN1_SEC) to copy selected expense lines on a travel authorization.
Navigation:
. Click the Copy Authorization Lines option from the Actions drop down list on the Travel Authorization Entry page after selecting one or more expense lines.
. Click the Copy Authorization Lines option from the Actions drop down list on the Travel Authorization Entry page after selecting one or more expense lines.
This example illustrates the fields and controls on the Create Travel Authorization - Copy Selected Expenses page. You can find definitions for the fields and controls later on this page.
Field or Control |
Description |
|---|---|
Copy to One Date |
Select to copy each selected line only once using the value in the To Date field as the new expense date. |
Copy to Range of Dates |
Select to copy each line multiple times with the expense date for the new lines set to each day within the specified date range. |
From Date and To Date |
Enter a date or a date range for PeopleSoft Expenses to calculate the number of rows to create. |
Include Weekends and Include Holidays |
Select to have PeopleSoft Expenses copy the expense type for the entire date range. If you do not select to include weekends, PeopleSoft Expenses checks the day of the week and does not copy expense lines for Saturdays or Sundays. If you do not select to include holidays, PeopleSoft Expenses checks the holiday calendar for the employee's business unit. PeopleSoft Expenses does not copy expense lines for days that the calendar designates as holidays. |