When the integration with RealEquity is set up, it is possible to insert automatic purposes for the case types and statuses that have been retrieved from there. This function is used to automate the insertion of purposes on the trips you may have.
About Case settings
In the menu item System setup > Case settings you have three sections.
- Trip types. This section shows the trip types that the system has read are in RealEquity. They must be edited in RealEquity.
- Status. This section shows the statuses used in RealEquity. They must be edited in RealEquity.
- Automatic porpose. This section shows the automatic objectives that you can set up and edit in Mileage Book. The section takes trip types and statuses and "pairs/translates" the trip types and statuses that come from RealEquity into trip purposes in the Mileage Book.
How to set automatic objectives
Select System Setup > Case Settings > Automatic Purposes
You are now on the page above your automatic purposes and can add a new one by pressing New. Here you choose which Type and Status should have which Purpose and finish with Save.