How to Add Personnel Travel to a Job

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.

Locate the Personnel Travel Dataset

Select the Operations category, then Time Planner:

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

Add a Personnel Travel Record

2. From the Personnel Travel dataset, select New Record>Personnel Travel or hit Insert on your keyboard.
3. Fill in the relevant fields.

Note: (Pink = System Generated, Blue = Mandatory):

Field	Description
Personnel Name	Enter or use the binoculars to assign the record to correct employee
Travel Supplier	Select the relevant supplier or add a new one if required
Job Number	Enter or use the binoculars to assign the record to the correct Job
Travel Date	Enter/Select the relevant travel date
Arrival Date	Enter/Select the relevant arrival date if required
Departure Airport	Select the relevant airport or add a new one if required
Via Airport	Select the relevant airport if travelling via a country
Arrival Airport	Select the relevant airport or add a new one if required
Personnel Travel (Hdr)
Flight Number	Enter the flight reference if required
One Way Return	Select the relevant option
Req Number	If the record relates to a requisition, enter or use the binoculars to assign
PO Number	If the record relates to a po, enter or use the binoculars to assign
Comments	Text field to contain additional comments regarding the travel record
Accommodation Details	Select the relevant accommodation or add a new one if required
General Details	The user can link a file/folder/webpage if required
Travel Reference	Enter the relevant reference if required
Total Cost	Enter a value amount for the total cost which will appear on the client's invoice
Purchase Currency	Select the relevant currency used to pay for the travel
Revenue Finance Code	Select the relevant code
Travel Document	The user can link a file/folder/webpage to the travel document ie flights, hotel booking etc.
Asset Number	Select the relevant asset number if applicable
Cancelled	Enabling this tickbox will cancel the record
Hold from Invoice	Enabling this tickbox will hold the record from showing on the Invoice
Business Unit	Defaulted to the user logged in
Group Company	Defaulted to the user logged in

Select Save.

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.