Cancelling a Travel Authorization

Purpose: Use this document as a reference for how to cancel a Travel Authorization in ctcLink.

Audience: Financial Staff/Employess - user with CTC_EX_APPROVER Role

Navigation:  Main Menu > Travel and Expenses > Process Expenses > Cancel Travel Authroizations

  1. Enter a new Run Control ID by selecting the Add a New Value tab - enter desired Run Control ID name.
  2. Select the Add button.
Add a new value tab
  1. Enter the Business Unit of the Travel Authorization you would like to cancel
  2. Use the Select Option dropdown menu to choose between Some and All.  NOTE:  Selecting Some will allow you to utilize the From and To Department and From and To Date criteria to reduce the amount of results in the Travel Authorization List.
  3. If Select Option is Some, enter the appropriate criteria in the From Department and To fields and/or in the Date From and To fields.
  4. Select the Search button.
Process Parameters page
  1. After selecting Search, the Travel Authorization List will populate with active travel authorizations that fit the above specified criteria.
  2. Use the Select buttons to check any authorizations to cancel.
  3. The Accounting Date will default to the current date. If you need the reversal accounting entry to be in a different period, select the Change Accounting Date hyperlink.
Process Parameters page
  1. On this page, you can change the Accounting Date.
  2. Select Return to Cancel Travel Authorization to return to prior parameters page.
Business Unit Selection section
  1. Select Run.
  2. The Process Scheduler Request page will pop up.
    a. Populate Server Name.
    b. Validate Process is selected.
    c. Retain the default dates of today; or type over with a Run Date and Run Time that are appropriate.
  3. Select OK.
Process Scheduler Request page
  1. Select the Process Monitor hyperlink at the bottom of the screen.
  2. It will say "Success" when it is complete.
  3. Select Refresh until it says "Success".  
  4. To review document processing details, select the Detail button.
  5. Select Save.
Process Monitor hyperlink

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