Switching the Trip Schema 

Use

To control the entry process for a trip, the system needs a trip schema. If several trip schemas have been defined for an entry scenario and you chose the wrong trip schema when you started the trip data entry function, you can simply switch to another the trip schema. You can do this either while entering the trip data for the first time, or after you have entered the data and saved the trip. You do not need to delete the trip and enter it again.

Switching trip schemas can, however, lead to a partial loss of trip data. Trip data is always lost if the trip schemas allow different supplementary entry functions to be used, such as receipts, miles/kms or additional destinations.

Procedure

...

       1.      In the Travel Management menu, choose Travel Expenses.

       2.      Choose Travel Manager or Travel Expense Manager.

       3.      Select the trip you would like to change.

       4.      Choose  Change.

       5.      Choose Extras → Change in trip schema.

The Choose Trip Schema dialog box appears.

       6.      Select the relevant trip schema.

       7.      Choose  (Continue).

The system tells you whether switching the trip schema will lead to a loss of data.

       8.      To switch the schema, confirm this with  (Continue).

       9.      Save the trip.

Result

The system has switched the trip schema and adapted the entry screen to the new trip schema. To store the change of trip schema in the database, you must save the trip.