Business Rules
The following business rules apply to Moving and Relocation 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 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.
Only initiator, Moving and Relocation Manager, approvers and arrangers are authorized to open Moving and Relocation Reimbursement documents from Document Searches.
Moving and Relocation Reimbursement documents cannot be created from TA and TRs.
Moving and Relocation Reimbursement documents can be created from existing Moving and Relocation Reimbursement documents as long as the original Moving and Relocation Reimbursement Document was created from scratch.
Expense date must be earlier than today or moving end date.
When Payee Type is non-employee, the document does not route to the payee for approval.
Routing