Scenario 1: Verify Configurations
This scenario uses a login credential for the "Travel Coordinator." For testing purposes, this login is generic for each college. If you need additional page access associated with the Travel Coordinator for your college, please submit a Service Desk Ticket.
For this activity there are two Task Force Recommendations you are exploring:
- TF 1.5 - Organizational Data > Cash Advance Level
- TF 4.1 - Requiring Receipts Functionality
Both configurations are visible with the security role: ZD Expenses Central Conf Inq
Navigate to: Setup FSCM > Business Unit Related > Expenses > Expenses Definition
-
Verify Cash Advance Level Configuration Meets College Needs
Cash Advance Levels come either from the dollar value associated with the Business Unit, or a specific amount associated with each individual traveler. This caps that amount that can be requested by any traveler, or if a traveler is not specifically allowed to request a cash advance, this can be to None for an individual traveler.- QRG LINK (Traveler Profile) : Editing Employee Organizational Data (step 10)
- QRG LINK (Defining Business Unit CA Level) : FIN: Local Configuration Guide - Travel Expenses - Expense Definition - Business Unit 1 Tab
-
Verify Requirement Receipt Configuration Meets College Needs
- QRG LINK (Expense Definition - Receipts Required Tab): FIN: Local Configuration Guide - Travel Expenses - Expense Definition - Receipts Required Tab
The list below will be used to login to the PCP environment as the "Travel Coordinator" These User Profiles have been added to the PCP environment to enable colleges to experience the Traveler Coordinator role for any steps in the process that requires this access. Login using the provided Username and the generic password of: Travel123!
Please keep in mind the data in the PCP environment is scrambled and scrubbed and is not a direct representation of actual live transactions.
Login Access Link: PCP Environment
| College Name | ctcLink User ID | Travel Coordinator Name |
|---|---|---|
| Bates Technical College | 101054953 | TravelCoordinator,Bates |
| Bellevue College | 101042298 | TravelCoordinator,Bellevue |
| Bellingham Technical College | 101046765 | TravelCoordinator,Bellingham |
| Big Bend Community College | 101044194 | TravelCoordinator,BigBend |
| Cascadia College | 101047064 | TravelCoordinator,Cascadia |
| Centralia College | 101028693 | TravelCoordinator,Centralia |
| Clark College | 101012879 | TravelCoordinator,Clark |
| Clover Park Technical College | 201653768 | TravelCoordinator,CloverPark |
| Columbia Basin College | 101050171 | TravelCoordinator,ColumbiaBasin |
| Edmonds College | 101032254 | TravelCoordinator,Edmonds |
| Everett Community College | 101037266 | TravelCoordinator,Everett |
| Grays Harbor College | 101034788 | TravelCoordinator,GraysHarbor |
| Green River College | 101042378 | TravelCoordinator,GreenRiver |
| Highline College | 101027163 | TravelCoordinator,Highline |
| Lake Washington Institute of Technology | 101053709 | TravelCoordinator,LakeWATech |
| Lower Columbia College | 101062308 | TravelCoordinator,LowerColumbia |
| Olympic College | 101016040 | TravelCoordinator,Olympic |
| Peninsula College | 101057551 | TravelCoordinator,Peninsula |
| Pierce College District | 201605191 | TravelCoordinator,Pierce |
| Renton Technical College | 101054464 | TravelCoordinator,Renton |
| SBCTC | 101065477 | TravelCoordinator,SBCTC |
| Seattle Colleges | 101024437 | TravelCoordinator,Seattle |
| Shoreline College | 202417624 | TravelCoordinator,Shoreline |
| Skagit Valley College | 201721757 | TravelCoordinator,SkagitValley |
| South Puget Sound Community College | 101013087 | TravelCoordinator,SouthPugetSound |
| Spokane District | 201032676 | TravelCoordinator,Spokane |
| Tacoma Community College | 201154059 | TravelCoordinator,Tacoma |
| Walla Walla Community College | 101057960 | TravelCoordinator,WallaWalla |
| Wenatchee Valley College | 101030672 | TravelCoordinator,WenatcheeValley |
| Whatcom Community College | 101046006 | TravelCoordinator,Whatcom |
| Yakima Valley College | 101049260 | TravelCoordinator,YakimaValley |
After completing this test, if you choose to make changes to your configurations, make sure those changes are applied BEFORE proceeding to test any other scenarios.
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