Settle Trips in the Background 

Use

Since the settlement program blocks access to all master data and trip data for the personnel numbers for which settlement is performed during a settlement run, night processing as a background operation is the more convenient alternative for processing large numbers of trips at the same time.

You can, however, also settle individual trips or a limited number of trips online.

Procedure

  1. Choose Travel Expenses.
  2. Choose Edit ® Settle.

    3. The Settlement of trip data screen appears.

  3. Enter the relevant payroll area in the Payroll period group box.
  4. Choose a payroll period.
  5. Choose Enter.

    6. The system displays the selection period next to the Payroll area field and, if relevant, the current period.

  6. Enter the relevant selection criteria in the Selection group box.
  7. In the Selection of a specific trip group box, you can specify whether you only want to carry out settlement for a certain trip number.
  8. Choose the parameters with which you want to settle the selected trips in the Settlement parameters group box.
  9. Choose Program ® Execute in background.

    10. The Batch print parameters screen appears.

  10. Choose the relevant print parameters.
  11. Save the print parameters.

Result

The trips are settled in the background and an settlement log is created. The settlement status for a settled trip is set to settled.