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The Personnel Travel dataset is used to record flights and accommodation information and can be linked to a Requisition, Purchase Order and Job in order to back charge the client.

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Locate the Personnel Travel Dataset

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Select the Operations category, then Time Planner:

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  1. Select the Operations category, then Personnel Travel or select the dataset via a Personnel Details record:
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\"Personal

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\"Personnel

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Add a Personnel Travel Record

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  1. From the Personnel Travel dataset, select New Record>Personnel Travel or hit Insert on your keyboard.
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  2. Fill in the relevant fields.
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Note: (Pink = System Generated, Blue = Mandatory):

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\"Personnel

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FieldDescription
Personnel NameEnter or use the binoculars to assign the record to correct employee
Travel SupplierSelect the relevant supplier or add a new one if required
Job NumberEnter or use the binoculars to assign the record to the correct Job
Travel DateEnter/Select the relevant travel date
Arrival DateEnter/Select the relevant arrival date if required
Departure AirportSelect the relevant airport or add a new one if required
Via AirportSelect the relevant airport if travelling via a country
Arrival AirportSelect the relevant airport or add a new one if required
Personnel Travel (Hdr)
Flight NumberEnter the flight reference if required
One Way ReturnSelect the relevant option
Req NumberIf the record relates to a requisition, enter or use the binoculars to assign
PO NumberIf the record relates to a po, enter or use the binoculars to assign
CommentsText field to contain additional comments regarding the travel record
Accommodation DetailsSelect the relevant accommodation or add a new one if required
General DetailsThe user can link a file/folder/webpage if required
Travel ReferenceEnter the relevant reference if required
Total CostEnter a value amount for the total cost which will appear on the client's invoice
Purchase CurrencySelect the relevant currency used to pay for the travel
Revenue Finance CodeSelect the relevant code
Travel DocumentThe user can link a file/folder/webpage to the travel document ie flights, hotel booking etc.
Asset NumberSelect the relevant asset number if applicable
CancelledEnabling this tickbox will cancel the record
Hold from InvoiceEnabling this tickbox will hold the record from showing on the Invoice
Business UnitDefaulted to the user logged in
Group CompanyDefaulted to the user logged in
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Select Save.

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The Personnel Travel record has now been added to the system and will link to the Req, PO, Job or Asset if details have been entered against the fields.

","frontmatter":{"title":"How to Add Personnel Travel to a Job","tags":["operations","personnel","travel","job"]}}}}]}},"pageContext":{"isCreatedByStatefulCreatePages":false,"slug":"ug122"}}}