Routing

 

In addition to the approvals that exist on most all transaction documents (Fiscal Officer, Organization Review, Sub-Fund, Award, Tax Manager and Disbursement Method Reviewer), the following approvals may also be required.

•      If a Travel Reimbursement document is prepared by an arranger on behalf of a traveler identified in KIM, the document routes to the traveler. The traveler must check the box in the Traveler Certification tab before routing can continue.

•      The Travel Reimbursement routes to Special Request Reviewer if:

•      The Expense Type Object Code or Class of Service requires special approval, or

•      The Travel Reimbursement is delinquent as defined in parameter NUMBER_OF_DAYS_DELINQUENT and the Travel Authorization Delinquent TR Exception box has not been checked.

•      Reimbursement Organization Reviewer is qualified by Organization and Percentage, if the Travel Reimbursement has accounts that report to this organization and expenses exceed the encumbrance by the percentage specified, the Travel Reimbursement will route to this role.

•      The Travel Reimbursement will route to Division Reviewer if:

•      Actual expenses exceed the amount specified in CUMULATIVE_REIMBURSABLE_AMOUNT_WITHOUT_DIVISION_APPROVAL.

•      Expenses exceed encumbrance by the percentage specified in REIMBURSEMENT_PERCENT_OVER_ENCUMBRANCE_AMOUNT.

•      The actual expenses exceed the amount specified in Auto Travel Reimbursement Limit for the Trip Type or the Traveler is a non-employee, a receipt is required or payment method other than Check/ACH is selected.

•      The Travel Reimbursement will route to the International Travel Reviewer if all of the following are true:

•      International Trip Type.

•      Actual expenses exceed the amount specified in CUMULATIVE_REIMBURSABLE_AMOUNT_WITHOUT_DIVISION_APPROVAL.

•      Expenses exceed encumbrance by the percentage specified in REIMBURSEMENT_PERCENT_OVER_ENCUMBRANCE_AMOUNT.

•      If the Sufficient Funds Checking is turned on for an Account and the Account does not have sufficient funds, the Travel Reimbursement will route to Budget Office Review.

•      If parameter SEPARATION_OF_DUTIES_ROUTING_OPTION is set to F and the traveler and Fiscal Officer are the same, the Travel Authorization will route to Separation of Duties Reviewer. If the parameter is set to D and the traveler and Division Approver are the same user, the Travel Authorization routes to Separation of Duties Reviewer.

•      All Travel Reimbursements route to the Travel Manager.

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Post-Processing