1. Select TRAVL as the Business Unit. Click on OK.

2. Go to Header Panel. Click on ‘Copy From Template’ (icon lowest on the screen).

3. ‘Use Template PO’ will appear for you to put a PO ID number to copy. Enter a PO number and click on ‘OK’.

4. The details of the PO you copied will now appear. Change the ‘PO Ref’ to show the traveller’s name (in the same format shown). Change ‘Origin’ field, to show ‘BLK’. Make sure the ‘Dispatch Method’ field is showing ‘Fax’ if dispatching the order via fax. Click on ‘Activities’ (footprints icon).

5. In Activities it is important to record the reason for travelling.

6. Go to the Lines panel and update ‘Categories’ field to ‘TRAVL’ if making a domestic booking. For an international booking use ‘Other’ in the ‘Categories’ field and the vendor ID will be 2256. Go to the ‘Buyer’ field and enter your name. Now update the ‘Item Description’ field with the name of the person flying and type of ticket they require, all other details should already be OK. Lastly,click ‘Line Details’ (the last box on the line).

7. ‘Category’ is the only field in the line details panel that needs to be completed. Select TRAVL as the category. Click on OK.

8. Go to the Schedule panel and changes the ‘Due Date’ field to to-days date. Click on ‘Schedule Details’ button.

9. The ‘Original Promise Date’ found at the top of the screen requires updating to to-days date. Overtype the relevant chart fields. Click on the ‘Schedule Vat’ button, to look at the GST details.

10. If booking an International flight, no GST is applicable. Use the overseas GST Combination Codes. The combination used above is for domestic travel. Click on OK and OK again on the panel showing the chart fields.

11. The comments field will already have your headings shown and previous travel details. Overtype the relevant details and go back to the Header panel to ‘Process Edits’ before advising the Travel Officer of the PO number. After confirmation is received that the order is OK, the order will need to be ‘Budget Checked’ and approved by a financially delegated officer before it is dispatched.