- Creating a New Travel Request
- Creating a New Travel Request
- Begin by navigating to the
- Travel Request
- for
- Username (Request ID)
- page.
- You have completed the
- Creating a New Travel Request
- topic.
- You can either search for an airport code or manually enter an airport code. In this example, search for San Francisco's airport code.
- In this example, the search criteria have been completed for you.
- Date fields require entering the current or a future date. You can manually enter dates or use the
- Calendar
- button.
- Scroll to the bottom of the page.
- Use the
- Add another segment
- link to add additional travel details.
- We must edit the existing segment end date before adding the second trip to Seattle.
- The start and end dates for all segments must be within the trip start and end dates.
- Add a segment for the Seattle trip.
- Use the
- Show more details
- link to add organization and customer details.
- Scroll to the top of the page.
- Use the
- Submit
- button to save and submit the travel request to your manager for approval.
- Use the
- Travel Request for
- Username
- (Request ID)
- page to create and submit a travel request.
- The
- Employee ID
- field automatically populates with your login credentials.
- The
- Employee ID
- field can be edited in the event you delegate someone else to create a travel request for you.
- Note:
- All fields with an
- Asterisk
- (*) are required.
- The
- Late Justification
- field is required when a travel request is submitted within 10 days from the start date. This timeframe can be modified by an administrator.
- In this example, a late justification is not required.
- Enter your hotel and rental car details. In this example, they have been completed for you.
- Use the
- New Travel Request Segment
- dialog box to add vendor and cost details to your travel request.
- The cost estimates from all segments automatically update with the total cost.
- The end date field has been adjusted for you.
- The details for the Seattle trip have been completed for you.
- Complete the
- Sponsoring Exec
- ,
- Customer
- ,
- Reference ID
- , and
- Cost Center
- fields as necessary.
- The
- Submitted By
- ,
- Traveler
- ,
- Title
- ,
- Email
- , and
- Organization
- fields automatically populate when the
- Travel Request...
- page opens.
- Use the
- Save
- button to save this travel request to edit later.
- After you submit a travel request, you return to the
- Manage Travel Requests
- page where you can view your pending and previous requests.
- After you submit a travel request, you and your manager receive an email notification.
- You also receive an email notification after your manager dispositions your travel request.
- This is an example of an email notification.
- If there are multiple approvers for a travel request, you will receive an FYI email notification and task in your BPM Workspace stating the final status of your request.
- These are examples of a FYI email and task.
- All your travel costs are totaled in the
- Total
- field.
- At this point, you can click
- Submit
- to submit this travel request, if you have no more travel segments.
- If you have multiple travel segments, as in this example, you must enter them. The following steps explain how to enter additional travel segments, if needed.
- Original Path
- Links
- Manage Travel Requests
- Create Travel Request
- Travel Type
- Domestic
- Search
- OK
- Destination
- Destination
- Trip Start Date
- Trip Start Date
- Trip End Date
- Trip End Date
- Travel Purpose
- Customer Visit
- Travel Justification
- Travel Justification
- Airline
- Airline
- Service Class
- Economy
- Airline
- Airline
- vertical
- Add another segment
- Edit
- Add
- Show more details
- vertical
- Submit
- Imagine you have two important customer meetings to attend, one in Los Angeles and the other in Seattle. You can use Oracle Travel Request Management to submit a travel request to your manager, requesting approval to travel to the meetings.
- In this topic, you will
- create and submit a new travel request.