Background Section

Use the Background section of the Expense Authorization form to enter background information such as expense authorization type, location for the expense, and charge allocations for the expense authorization.

The Background section of the Expense Authorization form includes the following tabs:

  • Purpose
  • Location(s)
  • Default Charge(s)

    These tabs contain fields and options that are required to create the expense authorization. In the Create mode, these tabs display on the Create Authorization screen. However, after you complete all the required fields and successfully create the expense authorization, the tabs display in the Background section, where you can edit the information if necessary.

    Additionally, some fields that you complete on the Purpose tab display in the header area of the form after the expense authorization is created.

Note: Certain fields and buttons that display in the Create mode do not display in the Edit mode.