- Maintaining Travel Purpose
- Maintaining Travel Purpose
- Begin by navigating to the
- Maintain Travel Purpose
- page.
- You have completed the
- Maintaining Travel Purpose
- topic.
- 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. T
- ravel 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.
- Original Path
- Adding a new travel purpose
- Modifying a travel purpose
- Deleting a travel purpose
- Querying a travel purpose
- Links
- Travel Purpose
- Add
- Travel Purpose Code
- Travel Purpose Code
- Travel Purpose
- Travel Purpose
- Description
- Description
- Save
- Travel Purpose
- Save
- Delete
- Active
- Yes
- Query By Example
- Travel Purpose Query
- Travel Purpose Query
- Active
- Save
- Manage Travel Requests
- Administration
- Travel Purpose
- Travel purpose options identify the reason the employee is requesting travel. Oracle Travel Request Management ships with seeded values for travel purpose. The seeded values are:
- Sales Visit
- Pre-sales Visit
- Customer Visit
- Vendor Meeting
- Conference
- Training
- Teaching
- Internal Meeting
- External Meeting
- Other
- Travel purpose options are used for informational purposes; for instance, a manager can review the reason for travel before he dispositions a request. A manager can also create reports based on travel purpose.
- Travel purpose options are not used in the processing of travel requests; therefore, you can add new, modify, or delete an existing travel purpose option.
- In this topic, you will modify travel purpose options.