TRAVEL MANAGEMENT GUIDE

SAP TRAVEL MANAGEMENT

SAP Travel Management is an integrated solution to handle employees trips in an organization. It provides integrated functions such as trip planning,trip creation, trip approval ,trip settlement , settlement of travel expenses & expense reimbursement etc. SAP Travel Management is integrated with two important SAP module Financials (SAP FICO) and SAP Human Capital Management (SAP HCM). Travel Management has three main sections 1.Travel Request 2.Travel Planning 3.Travel Expenses

TRAVEL MANAGEMENT INFOTYPES Following are important infotyes in Travel Management Mandatory Infotypes Infotype 0001 0002 0017 0006 Infotype Name Organizational assignment Personal data Travel Privileges Addresses

I will give you the basic steps to configure Travel management.

1) set up number range Tcode PR10

2) Define trip provision variant : Travel Management->Travel Expenses->Master Data->Control Parameters for Travel Expenses->Define/Delete/Restore Trip Provision Variants.

3)Assign Organizational Areas to Trip Provision Variants via Feature TRVCT: here assign your trip provision variant to your country grouping

4)Define Global Settings: here set currency and country

5)Control Parameters from Travel Privileges : Define employee grouping for travel management,vehicle type,vehicle class.

6)Control Parameters from Trip Data:create trip area,statutory trip type,enterprise specific trip type,trip activity type.

7)Travel Expense Types:create travel expense types and define maximun entirled amount.

8)Dialog and Travel Expenses Control->Dialog Control->Set Up Variable Field Control via Feature TRVFD : assign your trip provision variant to company code.

9)Define Schema and Individual Field Control : Define schema 01-Domestic,02-oversea,PL-travel planning.

10)Travel Expenses Control

11)Wage Types for Interfaces->Assign Wage Types to Travel Expense Types for Individual Receipts:here assign wage type to expense types created in step 7

12)Transfer to Accounting: here set up number range for posting run and trip transfer doc.

If you have doubt in any of these let me know.

Thanks and Regards,

Shilpashree.M.R