Travel and Expense Claims and Travel Plans Waiting for Completion

Location:Travel and Expense Claims > Create Travel Claim and Travel and Expense Claims > Create Foreign Travel Claim and Travel and Expense Claims > Create Expense Claim and Travel Plans > Create Travel Plan

When you open the Create Travel Claim / Create Foreign Travel Claim function the Waiting for Completion window opens showing:

the travel claims that were saved as incomplete
approved travel plans that have not been assigned to a travel claim, and
rejected travel claims, for the person to whom the transaction relates.

When you open the Create Expense claim function, the Waiting for Completion window opens showing

expense claims saved as incomplete, and
rejected expense claims for the person to whom the transaction relates.

When you open the Create Travel Plan function, the Waiting for Completion window opens showing the

travel plans saved as incomplete, and
rejected travel plans

Note: On the Create Travel Claim screen and on the Create Foreign Travel Claim screen, there are also the buttons titled Plans and Incomplete. The Create Expense Claim window has the button Incomplete. Pressing the Incomplete button shows the incomplete and rejected transactions. Pressing the Plans button shows a person's approved travel plans that have not been assigned to a travel claim. The Create Travel Plan screen contains the Incomplete button, which shows a person's travel plans that have been saved as incomplete or rejected. If the person does not have any of the transactions in question, these buttons are shown in gray.

The Processing of Transactions that Await Completion

If you want to continue saving an incomplete travel claim, expense claim, or travel plan, select the incomplete transaction in the Waiting for Completion window. The data that was saved for the transaction is shown on the input screen. Add or edit the data and then save the transaction data.

If you have approved travel plans that have not been assigned to a travel claim, select in the Waiting for Completion window the travel plan for which you will make a travel claim. The travel plan data will be copied to the Travel Data section and the Expense Rows section.

If you want to edit a rejected travel plan, travel claim, or expense claim, select it in the Waiting for Completion window. Data of the rejected transaction appears on the transaction input screen. On top of the screen, the rejection and comments about the rejection are shown. Upon saving a rejected travel plan, travel claim, or expense claim, the following question is asked: "Do you want to resend the transaction for processing? Yes/No". If Yes is answered, the transaction is sent back to all processors of the transaction for reprocessing.