Travel Request Configuration - Detail Approval

Hi,

A few questions….do you only configure Detail Approval without General Setup? How have you set up the Detail Approval? 

I have done a test, see attached document, were I get it to work. 

Regards,

Karolina

Good day Karolina.  Thank you for your assistance.  I have General Setup as “First Supervisor” and then Detail Approval as well.  No Amount Based Approval.  I am the Employee’s direct supervisor.  What is “Karolina’s” relationship to the Employee in your example/attached document?

Hi again,

Karolina has no relationship to the employee, she needs to approve because expense code “HEALTH” is used in the travel request. 

How have you set up your Detail Approval? What´s the terms?

Regards,

Karolina  

Hi!  Here is the setup:

I am logged into IFS under my name.

Thank you.

Hi,

Looks good! And you have created a travel request containing expense code BAG WRAP? And the travel request is confirmed? And you can´t see it in Detail Approval? 

Yes..  I have created two Travel Requests now, both requiring Initial Approval and Detail Approval.  I did the Initial Approval and the Status under “Travel Requests” have changed to “Pending Detail Approval”.  However, if I go to “Travel Requests for Approval” there are no Detail Approvals and neither in “Travel Request Detail Approval”. 

Hi,

Which access role are you connected to? Do the access role have attribute TRV_REQ_APPR - Travel request approval ?

What happens if you set your self as “HR Application Manager Access”? (Need to log in as someone else to do that.) Or do you have access to the employee that created the request? Should not be needed but maybe it´s built like that. 

Regards,

Karolina  

Hi Karolina.  Just some background, the client has various types of allowances which differ depending on level of the employee, number of nights away etc..  It was just not possible to cater for all of it under Allowances, so we had to put most of it under Other and they will have to complete amounts etc. as applicable.  I added just one of the Abroad Allowances back and now for some reason I can see Detail Approval.  Or I did something else which made the difference😊.  But now I can’t add a Destination in the TR though destinations have been defined under “Allowance Compensation Abroad”.  Is there anything else except the “Allowance Compensation Abroad” that needs to be defined in order for the Destinations to be available?

Hi @AnGo 

I hope this reply finds you well.

you are missing something in the basic data. I suggest you again check basic data if issue is still and not resloved you i will guide you remotly. 

Zuhaib
IFS Consultant
https://www.linkedin.com/feed/
 

Good day.  Thank you for your feedback and willingness to assist; it looks like the issues are resolved for now.  Many thanks.