Business Rules
The following business rules apply to entertainment transactions:
• Initiation
• Arrangers and users with TEM Profiles can initiate Moving and Relocation Reimbursements.
• Arrangers do not need to have a TEM Profile.
• TEM Profiles can be created by, and for, any Active Faculty or Staff.
• If the Attendee List Attached box is checked and there is no Attachment Type of “Attendee List” attached to the Notes and Attachments tab, the system displays a warning message: “Attendee List attached checkbox is selected and there is no attendee list attachment. Do you want to proceed? (Y/N)” To return to the Entertainment Expense document and attach an Attendee List, click No. Otherwise, click Yes to continue without the list.
• If you enter one or more expenses for which a receipt is required, the system verifies that an Attachment Type of “Receipt” is attached to the Notes and Attachments tab. The document cannot be submitted until the Receipt type Attachment is attached.
• If the Event Host is different from the Payee, an Entertainment Host Certification must be attached.
• If the Payee is a non-employee and parameter NON_EMPLOYEE_CERTIFICATION_REQUIRED_IND = Y, then you will need to attach the Non-Employee Form available from the Reports Tab to the Notes and Attachments tab with Attachment Type “Non Employee Form.”
• Only initiator, Entertainment Manager, approvers and arrangers are authorized to open Entertainment Reimbursement documents from Doc Searches.
• Entertainment Reimbursement Documents cannot be created from TA and TRs.
• Entertainment Reimbursement Documents can be created from existing Entertainment Reimbursement documents as long as the original Entertainment Reimbursement Document was created from the Main Menu.
• Expense date must be earlier than today or event end date.
• When Payee Type is non-employee, the document does not route to the payee for approval.
Routing