Maintaining Travel Purpose
Maintaining Travel Purpose
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Maintaining Travel Purpose
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Maintaining Travel Purpose

Begin by navigating to the Maintain Travel Purpose page.

First, add a new travel purpose.

Travel Purpose Codes are used as unique keys in the TR_Travel_PURPOSE_Master table and built into the logic of Oracle TRM.

Travel Purpose Codes can be upper or lower case and up to 8 characters. It may be useful to use a code that is recognizable when used during analysis reporting.

Next, specify a travel purpose. Travel purposes appear on the Travel Request for Username (Request ID) page.

Use the Description field to add an optional description.

Saving the travel purpose makes it available on the Travel Request for Username (Request ID) page.

Next, modify the Gov Sales travel purpose.

By default, the first row is automatically selected. When modifying or deleting a travel purpose, ensure the row you want to take action on is selected. You can click anywhere in the row to select it.

There are two types of delete, a hard delete and soft delete.

A hard delete removes the travel purpose from the database table, provided it is not used in a travel request.

First, perform a hard delete on the travel purpose Government Sales Meeting.

A soft delete is used for inactivating a travel purpose already used in travel requests. Inactivated travel purposes are not displayed as options on the Travel Request for Username (Request ID) page.

Next, perform a soft delete on the Internal Meeting travel purpose.

Validate you want to make the Internal Meeting travel purpose inactive.

Next, query for all travel purposes beginning with the letter T.

Use the Revert button to cancel adding a new travel purpose. This only works if the travel purpose has not been saved.

The travel purpose Gov Sales is now added.

The Government Sales Meeting travel purpose is now deleted.

You can query on any field by clicking into that field.

You can query using whole or partial words.

Press the Enter key to initiate the query.

Use the Maintain Travel Purpose page to modify the travel purpose options made available when creating a travel request.

Check the Do not show this dialog again option if you do not want to see this message in the future.

The Internal Meeting travel purpose is now inactive.

Only the travel purposes beginning with the letter T appear.

The full list of travel purpose options is viewable again.

The Query By Example button can be toggled on or off.

Clear the query field to display the full list of travel purposes. In this example, the field has been cleared for you.

Maintaining Travel Purpose

You have completed the Maintaining Travel Purpose topic.

Click the Links link.
Click the Travel Purpose link.
Click the Add button.
Click in the Travel Purpose Code field.
Enter the desired information into the Travel Purpose Code field. Enter
a valid value
e.g.
"GOV"
.
Click in the Travel Purpose field.
Enter the desired information into the Travel Purpose field. Enter
a valid value
e.g.
"Gov Sales"
.
Click in the Description field.
Enter the desired information into the Description field. Enter
a valid value
e.g.
"Sales Meeting with Government Entity"
.
Click the Save button.
Click the row header.
Enter the desired information into the Travel Purpose field. Enter
a valid value
e.g.
"Government Sales Meeting"
.
Click the Save button.
Click the row header.
Click the Delete button.
Click the row header.
Click the Active option.
Click the Yes button.
Click the Query By Example button.
Click in the Travel Purpose Query field.
Enter the desired information into the Travel Purpose Query field. Enter
a valid value
e.g.
"T"
.
Press [Enter].
Click the Save button.
Click the Manage Travel Requests link.
Click the Administration link.
Click in the Travel Purpose field.
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