Field reference
Travel Request
How to use Travel Request in Expenses & Travel: access, working steps, fields, related records and troubleshooting.
Purpose and access
Record authorized travel or expense claims with dates, category, amounts, currency and receipts. Submit for the configured review and accounting process. An approved claim may still require a separate payment entry.
This page is a record page in Human Resources → Expenses & Travel. Use the link above to open the configured destination; permissions are checked by the destination service.
ERP links open in a new tab. Sign in with your own account; record visibility, actions and approval authority follow your assigned permissions. Screens can differ by company and configuration.
Before you start
Prepare the required information: Travel Type, Purpose of Travel, Employee.
Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.
Working steps
- Open Travel Request from Human Resources → Expenses & Travel, or use ERP Search.
- Filter the list and open the relevant record. To add a record, use Add/New when your role provides that action.
- Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
- Add the required child rows. Review each row’s identifiers, linked records and values, using the child-table field reference below.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- When the draft is complete and you are authorized, submit it through the available approval process. Submission can create operational or accounting effects. Use the permitted cancellation/amendment process for later corrections.
Field reference
These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.
| Field | Type / behavior | How to use it |
|---|---|---|
Travel Typetravel_type | Select Required | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Travel Fundingtravel_funding | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Copy of Invitation/Announcementtravel_proof | Attach Optional | Upload the permitted evidence file. Confirm the record and privacy settings before sharing. |
Purpose of Travelpurpose_of_travel | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Purpose of Travel |
Details of Sponsor (Name, Location)details_of_sponsor | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Employeeemployee | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Employee |
Employee Nameemployee_name | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Contact Numbercell_number | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Contact Emailprefered_email | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Companycompany | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Company |
Date of Birthdate_of_birth | Date Optional · Read-only | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Identification Document Typepersonal_id_type | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Identification Document Type |
Identification Document Numberpersonal_id_number | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Passport Numberpassport_number | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Any other detailsdescription | Small Text Optional | Provide concise contextual information relevant to the record. Avoid unrelated personal or confidential data. |
itineraryitinerary | Table Optional | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Travel Itinerary |
Costingcostings | Table Optional | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Travel Request Costing |
Cost Centercost_center | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Cost Center |
Name of Organizername_of_organizer | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Address of Organizeraddress_of_organizer | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Other Detailsother_details | Text Optional | Provide the required record description or content. Keep operational instructions clear and applicable. |
Amended Fromamended_from | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Travel Request |
Child tables
itinerary — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Travel Fromtravel_from | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Travel Totravel_to | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Mode of Travelmode_of_travel | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Meal Preferencemeal_preference | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Travel Advance Requiredtravel_advance_required | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Advance Amountadvance_amount | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Departure Datetimedeparture_date | Datetime Optional | Record the date and time in the configured system/user time zone. |
Arrival Datetimearrival_date | Datetime Optional | Record the date and time in the configured system/user time zone. |
Lodging Requiredlodging_required | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Preferred Area for Lodgingpreferred_area_for_lodging | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Check-in Datecheck_in_date | Date Optional | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Check-out Datecheck_out_date | Date Optional | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Other Detailsother_details | Small Text Optional | Provide concise contextual information relevant to the record. Avoid unrelated personal or confidential data. |
Costing — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Expense Typeexpense_type | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Expense Claim Type |
Sponsored Amountsponsored_amount | Currency Optional | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Funded Amountfunded_amount | Currency Optional | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Total Amounttotal_amount | Currency Optional | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Commentscomments | Small Text Optional | Provide concise contextual information relevant to the record. Avoid unrelated personal or confidential data. |
Troubleshooting
- Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
- Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
- Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
- Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.