travel-management-on-beats-an-introduction

Square Beats | Travel Management Training Guide

Participants TR Requestor

TR Approver

Travel Module

TR Management Approver

TR Admin

TR Flow

Travel Request (TR)

TR Approvals

TR Cost Estimation

TR Booking

Management Approvals

TR List Click on Add Travel Request

Click On TR List

Create New Travel Request

Enter Purpose to travel

Click on Delete Detail Select Travel Option

Select Type Of Travel Select Departure Date

Select Travelling Time

Enter From City

Enter To City

Click on Add Detail

Create Travel Request (Hotel) Click on Delete Detail

Enter Traveller Name/Code Click on Add More Traveller Select Travel Option

Select Travellers

Enter Check Out Date

Enter City Name

Click on Add Hotel Detail Enter Any Preference

Enter Hotel Name

Enter Check In Date

Create Travel Request (Visa)

Select Travel Option

Select Visa Type

Select Travellers

Enter Expiration Date

Select Country Name

Click on Add Visa Detail

Enter Passport No Click on Back To List Click on Save As Draft

Click on Final Submit Details

TR Cancellation and Rescheduling with same Requested City

Click on Request Cancellation Click on Request Rescheduling Enter Rescheduling Reason

Enter Cancellation Reason

TR Rescheduling

Click on Update

When you change From or To city then open confirmation box if you click on ok then change city otherwise same city Click on Cancel Current Row Cancelled Added New Row

Click on Update

Enter Rescheduling Reason