Assign Incoming Docs to a Doc. Type (PA-TV) 

Note

If an incoming document is stored with bar code, the user department (centralized entry of trip facts) or employee (decentralized entry of trip facts) must assign the incoming document, such as a hotel receipt, to a document type on the basis of the existing receipt (employee trip).

Procedure

If you want to assign an incoming document to a document type, proceed as follows.

  1. Choose Human resources ® Travel management ® Travel accounting.

    2. This takes you to the Travel Accounting screen.

  2. Choose Trip ® Travel manager.

    3. This takes you to the Travel Manager screen.

  3. Enter the required personnel number.
  4. Confirm your entry.
  5. Select the required trip and choose Trip ® Display.

    6. This takes you to the Display Trip Data: Receipts screen.

  6. Choose Extras ® Optical archiving ® Assign facsimiles.

    7. The Display Possible Entries dialog box is displayed.

  7. Select the document type that you require.
  8. Confirm your entry.

    9. The Assign Facsimiles dialog box is displayed.

  9. Confirm the entries.

    10. The Enter Bar Code dialog box is displayed.

  10. Enter the bar code ID that you require.
  11. Choose Continue.

Result

The incoming document is stored using the document type selected for the trip.