Setting Up Travel Authorizations for PeopleSoft Fluid

Travel Authorization Fluid Expense Type Page

EX_TA_FLUID_SETUP

Select the expense types that users can use when creating travel authorizations using PeopleSoft Fluid.

Employee Privilege Template Page to

EX_EE_PRIV_TMPL

Determine User Defaults, Billing Action, Accounting Defaults, and Accounting Details for the user.

ChartField Display Template Page

CF_DSP_TEMPLATE

Define ChartField display options for ChartField templates.

Employee Profile - User Defaults Page

EX_EE_USER_PREF

Define general default preferences for travel authorizations.

Non-Preferred Merchant Justifications Page

EX_NONPREFMRCH

Create justifications for users who use non-preferred merchants.

Approval Privilege Template Page.

EX_PRIV_TMPL

Set up Privilege Templates for approvers.

Sequence Number

Enter a number that indicates the sequence in which the transaction label appears on the PeopleSoft Fluid page when creating travel authorizations. Always begin with the number “1”. Do not use 0 (zero).

Transaction Label

Enter a description of the expense type. This is a required field, so even if the transaction label is the same as the expense type, you must enter the text in this field.

Expense Type

Select an expense type.

Expense types associated with Automobile Mileage, Per Diems, and Per Diem Lodging expense type edits are not displayed in the options list.

Active

Select to indicate that the expense type should appear on the PeopleSoft Fluid page when creating travel authorizations. This check box is associated with the row.

ChartField Option

Select one of these options to determine whether you want to display ChartField values, ChartField descriptions, or both in the Accounting Defaults page and the Travel Authorization Distribution page.

• Both Value and Description: Display both ChartField Values and ChartField Descriptions on the Accounting Defaults and Travel Authorization Distribution pages.

• ChartField Descriptions: Display only the ChartField Descriptions in the Accounting Defaults and Travel Authorization Distribution pages.

• ChartField Values: Display only the ChartField Values on the Accounting Defaults and Travel Authorization Distribution pages.

ChartField Display Option

Select one of these options to determine whether you want to display the ChartField:

• Component Default

• Display ChartField

• Hide ChartField

Required Option

Select one of these options to determine if a ChartField is required:

• Not Required

• Required

Summary Display Option

Select one of these options that apply to tablets and smart phones

• Exclude: Display the ChartFields in the Summary pages for Travel Authorization Distribution and Travel Authorization Defaults.

• Group 1: Display the ChartFields in the first group of the Summary pages for Travel Authorization Distribution and Travel Authorization Defaults.

• Group 2: Display the ChartFields in the second group of the Summary pages for Travel Authorization Distribution and Travel Authorization Defaults.