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Define schema and individual field control

Schema and field control combines management of trip schemas with complete field control for dialogs in Travel Expenses.

Schema management

Via trip schemas, you can simplify travel expenses entry for the users in your company. Per trip schema, certain entry masks are made accessible and certain fields suppressed or filled with default values.

Per trip schema you can make settings for different user groups. Employees in the expenses department therefore see different fields, for example, than other employees who enter their own travel expenses.

All entry masks that you suppress for a trip schema appear in the overview tree in the color grey and are not active.

Standard Settings

The standard system contains trip schemas for domestic and international trips. You can adapt these two trip schemas according to your requirements.

Caution: The standard system also contains following trip schemas that you should not adapt or delete, but only copy:

Requirements

If you want to create, in a trip schema, Trip country and Trip region as default values, you first must edit the activity Define trip areas.

If you want to create, in a trip schema, the enterprise-specific trip type as a default value, you first have to process the activity Define enterprise-specific trip types .

Field control

You can do the following with fields in single record entry

Requirements

If you want to set up field control as user-specific or depending on the employee's organizational assignment, you already have to have set up feature TRVFD in the Customizing activity Set up variable field control via feature TRVFD .

Activities

To suppress or display an entry mask (subscreen) in a trip schema:

1. Select the trip schema in the overview tree in which you want to suppress an entry mask.
2. In the Entry masks for group box, make the relevant settings.
When you have suppressed the entry mask, the title of the mask appears in the overview tree in the color grey rather than black.

To influence display of individual fields in entry masks:

1. Select the relevant field in the overview tree.
2. On the right side of the screen, make the relevant settings.
You can display or suppress the field or assign a default value.
3. Save your values before going on to the next field.
In the overview tree the field appears in blue rather than black.

To copy an existing trip schema:

1. In the overview tree, select the trip schema that you want to copy.
2. Choose Copy trip schema.
A dialog box appears.
3. Decide whether you want to copy the complete trip schema or just the field control and choose Continue .
A dialog box appears.
4. If you want to copy the complete trip schema, enter a key and a name for the new trip schema and choose Continue.
The new trip schema appears in the overview tree.
If you only want to copy the field control of the trip schema, select the trip schemas to which you want to copy the field control of the selected trip schema and choose Continue .
The field control is copied.

To copy an existing user group:

1. In the overview tree select the user group that you want to copy and choose Copy user group.
A dialog box appears.
2. Enter a name for the new user group and choose Continue.
The new user group appears in the overview tree.