Understanding How To Create Travel Authorizations

When you create a travel authorization, you have options on which to base the new document, and the selection that you make triggers other options that prompt you for details about the travel authorization. You can start with a blank document or populate one with data from another source.

When you access the Travel Authorization Entry component (TE_TRAVEL_AUTH) using the Employee Self-Service menu options, PeopleSoft Expenses checks for a default creation method. Depending on the default creation method set on the Employee Profile - User Defaults page, PeopleSoft Expenses displays the next page based on the user defaults and populates the fields accordingly. The creation methods are:

  • Open a Blank Authorization: PeopleSoft Expenses displays the Travel Authorization Entry page.

  • Copy an Existing Authorization: PeopleSoft Expenses displays the Copy From an Existing Travel Authorization page, where you can select an existing travel authorization on which to base a new authorization.

    To select an existing travel authorization:

    1. Enter a date range to display travel authorizations from a specified period and click the Search button.

      PeopleSoft Expenses displays a list of available travel authorizations.

    2. Click the report ID in the Description column to access the View Selected Travel Authorization page.

      This page displays a summary of the expenses in a travel authorization to help you decide whether to use it as the basis for a new travel authorization.

    3. Click the Select button for the travel authorization that you want to copy.

      PeopleSoft Expenses displays the Travel Authorization Entry page and populates the fields with data from the travel authorization that you copied.

  • Copy From a Template: PeopleSoft Expenses displays the Select a Template page.

    To copy from a template:

    1. Select a template to use to populate the travel authorization.

      PeopleSoft Expenses displays the Add to Travel Authorization page.

    2. Select a date range for the travel authorization.

    3. Select One Day or All Days to specify whether one instance of the expense type should be added to the travel authorization or whether one for each day in the date range should be added for that particular expense type.

    4. Click OK.

      PeopleSoft Expenses displays the Travel Authorization Entry page and supplies the date range and expense types that you selected on the Add to Travel Authorization page.