NB: At the moment SalesTrip only supports the following per diem rates:
- US GSA PerDiem Rates: USA based users, travelling in Continental US
- Germany Per Diem Rates: Germany based users, travelling in Germany and globally
There are two ways of activating the per diems:
- Activate for the whole organisation
- Activate only for certain users
To activate per diem rates for the whole organisation please do the following:
Go to Setup => Custom Settings=>SalesTrip Preferences=>Manage
Click Edit & set up the following values:
Per Diem User: Y
Country Code:
- US - For USA based users. These rates are retrieved from an API provided by the GSA.
- DE - For Germany based users
For Germany SalesTrip provides sample global per diem rates in the package. To load these into the system run
salestrip.Init.createCountryPerDiemRates('DE');
in execute anonymous. You should ensure the provided rates match to the govt rates or your company policy as SalesTrip cannot guarantee these are always correct and up to date.
The rates can be seen in the object "Per Diem Origin" (this is a header record which related to the home country of the claimant) and its related object "Per Diem Destination" (the rate for the destination these claimants have visited).
To activate/deactivate per diem rates only for certain users/profiles please do the following:
Go to Setup => Custom Settings=>SalesTrip Preferences=>Manage => New (above the user list view)
NB: If you already see the user/profile in the list just click edit next to it
- Select whether you want to apply the setting to a profile or user and specify the user/profile that you want to want to apply the setting to
- Set Per Diem User to: Y/N
- Set Country Code to:
- US - For USA based users
- DE - For Germany based users
After the above settings have been set you can start using per diems.