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Completing a Travel Authorization Request
1. To complete a travel authorization request, click on the Travel Authorization Request sticker to open the form.
2. Complete the data entry to all applicable fields. Please note that bolded fields are required.
3. Click on add attachment to attach agendas, conference information, etc.
4. Select Add and go to Cart from the drop down box. 5. Click Go.
6. Once the cart is open: A: Shoppers click the Assign Cart button and assign the cart to the appropriate individual. This is the Shopper’s last step. B: Requestors click the Proceed to Checkout button.
7. Click the edit button to enter the name of the individual that will be traveling.
8. Enter the name of the individual who will be traveling in the Contact Name field. 9. Click Save.
10. On the Accounting Codes page, click the edit button to open the Accounting Code box.
11. Click Select from profile values under Index. 12. Select the appropriate Index Code. Notice the Fund, Organization, and Program auto-populate. 13. Click Select from all values under Account to search for the correct account code. 14. After choosing the appropriate Account Code, click Save to close the Accounting Codes box.
15. Once the task bar has all green checkmarks, Click the Submit Requisition button.
16. The Submissions Confirmation page will appear with important information including: the Requisition Number, Quick View for a printable view of the order and the Approvals Tab to view the workflow the requisition has entered.
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