The Implementation Specialist will work with the District to the set up the Form Initiation Code for Expense Routing. This option also allows you to apply the forms to the My Forms view by Category, Role, Position, Location or Employee Number.
From atrieveHR>Setup/Maintenance>E-Forms>E-forms and Routing Database>Form Initiation Codes.
Required field text – copy and paste into Field 22 and 23:
FIELD FORMAT HTML BEFORE
<strong><span style='font-family: arial,helvetica,sans-serif; font-size:x-small;'>
FIELD FORMAT HTML AFTER
</span></strong>
DOCUMENT STORAGE TYPE CODE = FIN_EMPLOYEE_EXP
ATTACHMENT IS REQUIRED W
ATTACHMENT WARNING MESSAGE Please attach any applicable receipts.
ATTACHMENT ANCHOR TEXT Receipts
ATTACHMENT ANCHOR IMAGE SRC Broker?from=global&file=images/icons/24/paperclip.gif
ATTACHMENT UPLOADS Y
BUDGET CHECKING POLICY
GL SELECTION CRITERIA
Create GL Selection Criteria in atrieveFinance and using the <FIND - select the criteria name here.
**Batch Type Code must be set up in atrieveFinance- use EEW to replicate setup.
|
BATCH TYPE CODE |
EEW |
|
INVOICE NUMBER PREFIX |
EX |
|
NEXT AUTOMATIC A/P INVOICE NUMBER |
0 |
|
VENDOR CALCULATION WHERE CLAUSE |
VENDOR_NO LIKE 'EM%<EMPLOYEE_NO>' |
|
VENDOR LOOKUP WHERE CLAUSE |
VENDOR_NO LIKE 'EM%' |