Setting Up Templates
To set up templates, use the Template (EX_TEMPLATE.GBL) component.
|
Page Name |
Definition Name |
Usage |
|---|---|---|
|
Public Templates Page |
EX_TEMPLATE |
Create or modify travel authorization or expense report templates that reflect the items that typically appear in these documents. |
|
User Template Page |
TE_OPR_TEMPLATE |
Create a template to pre-populate travel authorizations or expense reports for a user ID. |
To reduce time and errors in preparing travel authorizations and expense reports, you can create templates that reflect their typical items. The system administrator sets up public templates for all employees to use. Employees set up user templates for their own personal use.
Use the Public Templates page (EX_TEMPLATE) to create or modify travel authorization or expense report templates that reflect the items that typically appear in these documents.
Navigation:
Use the User Template page (E_OPR_TEMPLATE) to create a template to pre-populate travel authorizations or expense reports for a user ID.
Navigation:
Note: Before creating templates, you must define expense types.
Field or Control |
Description |
|---|---|
Expense Type |
Select types to include in the template. Add more rows until you complete the expense type list. When you use the template to prepare a travel authorization or expense report, lines in the document are automatically populated with the list of expense types. |
Template Type |
Designate whether the template is for an expense report or travel authorization. |