Title

Description

Expense Type Code

Required. The expense type code that needs to have an object code and other requirements assigned. Enter a valid Expense Type Code or use the lookup  to find it.

Trip Type

Required. The type of trip. Select the appropriate value from the list.

Traveler Type

Required. The type of traveler. Select the appropriate value from the list.

Required. The document type. Select the appropriate value from the list.

     TT – All TEM Document Types (ENT, RELO, TA and TR)

     TRV – All Travel Documents (TA and TR)

     TA – Includes Travel Amendment (TAA)

Object Code

Required: The Object Code to be charged for this Expense Type, Trip Type, Traveler Type and Document Type.

Maximum Amount

Optional. If there is an amount that cannot be exceeded for this Expense Type Object Code, enter the amount.

Maximum Amount Summation

Optional. Determines for what occurrence the maximum amount should be evaluated. Per Day will apply the maximum amount for each day; Per Occurrence will apply the maximum amount for the trip. Select the appropriate value from the list.

Error Type Code

Optional. Determines if a warning or hard stop will be displayed when a rule is violated for this Expense Type Object Code.

Note Required

Optional. Check this box if the Note field for the Expense Type is required.

Optional. Check this box if a Receipt is required. If this box is checked, when this expense type is selected Receipt Required will display Yes and the Missing Receipt box will be checkable.

     The system will validate that an attachment of type Receipt is added to the Notes and Attachments tab.

Receipt Requirement Threshold

Optional. Check this box if a receipt is required when the expense exceeds a certain limit.

     The Receipt Required will always display Yes, even if the amount is not exceeded, however, the system will only require a Receipt Attachment Type if the amount is exceeded.

Optional. Check this box if the item is taxable.

Special Request Review Required

Check the box to indicate that TEM Documents that use this Expense Type Object Code must route to the Special Request Review role.

Active

Indicates whether this Expense Type Object Code record is active (checked) or inactive (unchecked).