Specifying the Trip Purpose

The trip purpose is used to categorize in the system the reason why a client is taking a trip.

Before you begin

Trip Booking must be open.

Items in the trip purpose list are defined in Booking Purpose Types ancillary data by a system administrator.

Select a client and create a trip.
At minimum, a Date, Client, Req time, Origin, and Destination should be defined.
Click the Detail tab.
Click a Purpose in the list. For example, Medical.
Continue adding information about the trip as needed.
Do one of the following:
To Do this
Save the booking for batch scheduling later Click the Save button:

Schedule the booking immediately Click the Schedule button:
If the Trip Purpose Required property (found with Trip Booking open, under File > Properties, on the Booking Screen tab) is set to Yes and no purpose is selected, a Trip Purpose is not specified. Do you want to continue? message appears.
Click one of the three options:
- Yes. Save the booking without it being assigned to a trip purpose.
- No. Cancel the save activity.
- Yes to All. Save the booking ignoring this warning and subsequent warnings due to travel violations.

To	Do this
Save the booking for batch scheduling later	Click the Save button:
Schedule the booking immediately	Click the Schedule button:

Any additional warnings appear and the selected option is applied to the Trip Booking.