Travel Allowance Overlap Itinerary

[DonRimel]

I have an expense report that is giving me a message for overlapping itinerary for a timeframe that is not included in any submitted or existing expense report.  There were expenses from a previous expense report that would not allow allocation, and those expenses were moved to the new expense report and the allocation would work.  At that point I could not create the travel allowance based on the needed dates.  Instead of unassigning the travel allowance itinerary from the original expense (probably should have unassigned), I could not create the travel allowance.  I then delated the original expense report (no travel allowance or expenses).  Still getting the error for overlapping itinerary.  I am able to enter days before the original report and days after.  The system acts like the original travel allowance itinerary is still on the system and blocking the new expense report.  There are no itineraries to import.   It appears from other posts this happens with possible different causes.  What is the resolution?

[KevinD]

@DonRimel I went into your profile and I see two reports that are showing they are scheduled to be paid. I take it you resolved your issue. Is that correct?

[nshluf]

Hey @KevinD I've been facing the same problem. I'm trying to submit 2 expense reports for 2 separate trips, but I can't submit the 1st one because I can't add a travel allowance (which I need to do) since it says the itinerary dates overlap (which they don't). I tried submitting the 2nd one first, but it said I needed to submit the older expenses first. I've since deleted the reports to keep trying, but I can recreate them if that helps. Thank you!

[KevinD]

@nshluf are you sure you aren't using dates in the travel itinerary that are used on an already submitted expense report. Many times people forget about their past expense reports and don't realize they may have already used a date on a previously submitted and approved report. If you are sure you haven't, then try creating the first report only with the travel itinerary. Once that is done, let me know along with the dates of the second trip then I'll take a look. 

[nshluf]

Hey Kevin, thanks for the reply! I did check, and the dates do not overlap. It seems as if 2 separate itineraries appear as separate, but for some reason are merged together when I try to add them to separate expense reports. I just created both again and fixed all errors. The only thing missing from each is my Travel Allowance (per diem) that MUST be added before I submit. This is where I'm running into the error. Both are created now though so please take a look. If preferred I can delete the second one as well, if you want to just look at the first, but I thought it would be best to paint the whole picture first. Thanks! @KevinD 

[KevinD · Accepted solution]

@nshluf okay, it looks like you somehow added travel dates of 05/06 through 05/16 to your two-day trip between Boston and Atlanta. See screenshot below. I think you need to delete this itinerary and manually create a new one that is for 04/28 through 04/30. Assign it to your Delta PI 2 Planning report. Not sure how those other dates got added to the two day trip, but I'm pretty confident that is what is causing the issue. To delete it, go to the report and click the Travel Allowance link. Select Manage Travel Allowance. You should see the itinerary at the bottom of the screen. Click any line of the itinerary to select it, then click Delete. Once deleted, on the same screen click Step 1. Create New Itinerary. 

After you add the two-day itinerary to the above mentioned report, then create another itinerary for your Boston to Scottsdale trip. Currently the itinerary has you traveling from Boston to Atlanta with dates that overlap your travel dates to Scottsdale. 

Does that make sense? 

Let me know how it works it out for you.

[nshluf]

That worked!!! That all made sense, and thank you so much for taking an in-depth look. Now I know for next time. Weird circumstance, but much appreciated. I was able to submit both reports! @KevinD 

[KevinD]

@nshluf awesome. Glad I could help. Sometimes it takes a second set of eyes or someone who has worked in the system for over 16 years. LOL. 

Great to hear you got it worked out. If you get a chance, can you click the Accept as Solution button on my previous reply that provides the answer, please? That makes it easier for others with similar issues find the answer. 

[nshluf]

Haha yes! And I would, but I don't see the option to do so? May be because it's not my post? But thank you again! @KevinD