Travel management config

[former_member666315]

Hello Experts,

We have a standard travel management in R3 and operating through portal .

First we do create the Travel request and then after approval of the same we create the expenses statement and send it for approval .

Whenever , user creates the both travel request and travel expenses at the same time even if travel request is approved earlier then that creates the error and we need to resend the travel and expenses again for the approval to eliminate the error .

We require the functionality/configuration where manager approves the travel expenses without approving the travel request that should intimate the user that please approve the travel request first and then approve the travel expenses. in this process that should create any error .

Please advise .

Regards,

Ravindra Metre

[former_member184702 · Accepted solution]

Hi Ravindra ,

Normal SAP business process is , Employee is raise a travel expenses in TRIP or PR05 , it will trigger to his relative project manager , he will review the expenses and approve, if he found any disturbance in his expense- PM will reject the expense type and triggered to employee sap inbox.

If the employee is book the travel expenses under WBSe (that means billable ) - PM will do the approve / reject the expenses, In same way if the employee booked the expenses type under non billable , the line manager should be approve / reject the trips.

Settings should be ,

Maintain IT105 and subtype 0001/ 0010 to the employee master data and similar to Project manager.

my past experience , we assigned the PM in order itself (VA01), once the order is created the wbse automatically generated, So PM will assign the wbse to resources.

Line manager - Maintain the empl and mgr relations in PO13.

Once the employee raise the travel request in ESS / PR05 , notification will triggered into manager inbox (please check the workflow  consultant for further workflow  task).

Manager has review the expenses and approved in MSS / ACTEXP_APPR_LITE or PR05 itself.

Once the manger has approved the employee trips, it goes to local finance desk, they will cross check and approve in PR05 (Settle option),

than they put in background jobs PRFI and PRRW.

Check the trip status in PRAP.

Thanks

Siva