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- Travel Expense Optimizer
- Data model and import order
The tables behind Travel Expense Optimizer
Travel Expense Optimizer ships with 12 tables, grouped here by the feature that uses them. Every record your team works with lives in one of them, and you can add fields and tables in Proto.
- Tables
- 12
- Features
- 6
- Change it
- Add fields and tables in Proto
How the model is organised
Suppliers and organizations:
Resources, Organizations, team members, Users. Suppliers carry an eligibility note; team members belong to one organization.
Trip bookings:
Bookings, booking resources. Status runs Requested, Held, Confirmed, in progress, Completed, Cancelled or no show, with a Revision; reserved lines record units against capacity.
Fare comparison:
Travel options. Status Draft, Submitted, Approved, Rejected or Completed, with Route, quoted at, fare USD and policy version.
Policy review:
Review decisions. Decision Approve, Reject or Return with Reason and source revision.
Payments and confirmation:
Payment evidence, exchange rates. Type Authorization, Capture, Refund or Void with provider event ID.
Changes and receipts:
Operation receipts, record attachments. Result state Pending, Completed, Failed or needs review.
Every table, by feature
- Suppliers and organizations4
- Trip bookings4
- Fare comparison3
- Policy review4
- Payments and confirmation4
- Changes and receipts4
- Resources
Eligible travel suppliers and service resources used as booking counterparties.
Linked to Organizations - Organizations
Travel management organizations that own bookings, resources and team members.
- Team members
Authenticated platform identities with an active membership in a travel organization.
Linked to Organizations, Users - Users
Users
Linked to Users
- Bookings
Travel booking records with lifecycle, quoted amount and counterparty.
Linked to Organizations, Team members, Resources - Booking resources
Reserved resource lines attached to a booking parent.
Linked to Bookings, Resources - Resources
Eligible travel suppliers and service resources used as booking counterparties.
Linked to Organizations - Team members
Authenticated platform identities with an active membership in a travel organization.
Linked to Organizations, Users
- Travel options
Fare and route options submitted for independent review before selection.
Linked to Bookings, Organizations - Bookings
Travel booking records with lifecycle, quoted amount and counterparty.
Linked to Organizations, Team members, Resources - Record attachments
Uploaded evidence files attached to a booking parent.
Linked to Bookings, Team members
- Review decisions
Independent reviewer decisions recorded against a booking revision.
Linked to Bookings, Team members - Travel options
Fare and route options submitted for independent review before selection.
Linked to Bookings, Organizations - Bookings
Travel booking records with lifecycle, quoted amount and counterparty.
Linked to Organizations, Team members, Resources - Team members
Authenticated platform identities with an active membership in a travel organization.
Linked to Organizations, Users
- Payment evidence
Provider payment events reconciled against a booking.
Linked to Bookings - Bookings
Travel booking records with lifecycle, quoted amount and counterparty.
Linked to Organizations, Team members, Resources - Booking resources
Reserved resource lines attached to a booking parent.
Linked to Bookings, Resources - Exchange rates
Read-only effective exchange rates for this app.
- Operation receipts
Durable receipts for guarded operations with stable operation keys.
Linked to Bookings - Bookings
Travel booking records with lifecycle, quoted amount and counterparty.
Linked to Organizations, Team members, Resources - Payment evidence
Provider payment events reconciled against a booking.
Linked to Bookings - Review decisions
Independent reviewer decisions recorded against a booking revision.
Linked to Bookings, Team members
Keys and references
A booking references its organization, owner and supplier in Counterparty. Reserved lines reference a booking and a supplier. Fare options, review decisions, payment events, attachments and receipts each reference one booking as Parent.
Import suppliers by Code, bookings by record number and payment events by provider event ID. Keep revisions, policy versions and operation keys as recorded.
Migration order
- Load Organizations, Users and team members.
- Load Resources with codes and eligibility notes.
- Load open Bookings at Requested, Held or Confirmed with their booking resources.
- Load travel options and existing review decisions for those bookings.
- Load payment evidence by provider event ID for held and confirmed bookings.
- Reconcile open trips and captured payments with the source, test permissions and replay the exception cases before the first live week.
Set up Travel Expense Optimizer your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.