Expense Reimbursement Team
—the ERT

Employee Reimbursement Team... Travel Requisition

Entering the New Travel Requisition in FMS 8.8

Choose a Travel Requisition. Remember to choose a name that identifies your travel requisitions. This will aid in finding your RQ when necessary.

requisition 1

EDIT DEFAULTS and ITEM TEMPLATES links will be used to enter the

NEW TRAVEL REQUISTION.

2. Click the defaults link to set the distribution defaults. The vendor selected on this page is the traveler.

 requisition 2

Traveler Vendor = T. Kevin Dillon

Enter Traveler’s vendor number, buyer and chart field information. Activate the over-ride button to set the clarified and vendor for each line of the requisition. 

requisition 3

The hierarchy vendor for Airfare is set as Bank One (23848). This vendor cannot be over-ridden.

Airfare Vendor = Bank One – BTA (23848)

requisition 4

3. Click the Item Templates link and choose the kit you wish to use. There are five various kits to choose. Each kit contains a set of item categories relating to reimbursable travel expenses.

requisition 5

Select your kit by clicking the add button. The lines of the kit will be displayed.

requisition 6

4. Once Kit is selected you may delete the category of expense from which you will not seek reimbursement. Select the line(s) and click Delete.
requisition 7

Note: You should edit the default line for registration if the payee will be a vendor other that the traveler.

5. Select the line for registration and change vendor.

requisition 8

6. Add any special request lines if necessary

7. Update each line of the requisition with the amount anticipated for each line of the travel kit.

requisition 9

8. Change distributions if necessary requisition 1

You may split any of the item categories by chartfield. Remember you will not be able to split or distribute from the Voucher. It must be done at the requisition level. Item categories cannot be added to your Purchase Order, however, you may add or split funding within item category at the PO level.

9. Save and Budget Check requisition 10

requisition 11

requisition 12

10. Complete the cost travel page. You will not be able to "Save & submit your requisition until you activate the cost travel button and enter your cost travel page.

requisition 13

The system displays the requisition ID, traveler’s name and vendor ID# once you click the Cost Travel button.
requisition 14

11. Saving your completed Cost Travel page takes you back to your requisition to submit requisition for approval.

12. Submit the requisition for approval
requisition 15

The new confirmation page allows you:

  • See who your approvers are by clicking the Multiple Approvers hyperlink
  • Edit the requisition
  • View a printable version of your Requisition
  • Go to the Manage Requisition Page
  • Create a New requisition

requisition 16

Approvers assigned to this chart field string.

requisition 17

Printable screen of requisition.

TRAVEL RE-DESIGN CHANGES ARE AS:

  • ELIMINATION OF REQUESTOR CODES. You will no longer have to request requestor codes for employees, students, or consultants if they have active vendor ID # in FMS.
  • CUSTOMIZED TRAVEL DISTRIBUTION KITS. Each type of travel has its own kit to facilitate entry at the voucher stage. Vouchers in FMS 8.8 can no longer be distributed if the Requisition is not distributed by expense category.
  • COST TRAVEL LINK TO NEW REQUISITION. Link will eliminate missing or incorrect cost travel pages entered. Requisition will not allow you to "Save & Submit" if the Cost Travel Page is not entered.

 

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Last updated January 30, 2009
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