Travel Planning Master Data 

Use

The basis of R/3 Travel Planning is a set of rules made up of the travel policy of your enterprise and the individual trip preferences of the travelers. This data is stored as person-related master data in Infotypes that enable a structured processing of this data.

The special Infotypes in R/3 Travel Planning use the same logic as the Infotypes in R/3 Human Resources. They are however independent of HR Infotypes and have no influence on existing Infotypes in Human Resources.

Travel Policy

The Corporate Travel Policy for an enterprise is usually written as a detailed travel policy that controls the type and extent of the business trips allowed. In R/3 Travel Planning the travel policy is stored in trip rules and travel profiles that represent a flexible tool for managing travel policy. You can use these tools to present and combine rules for the different areas in the system, for example:

By assigning the travelers travel profiles you can guarantee that the travel policy is upheld for each user. You make the settings for the travel profiles in Customizing for Travel Planning under Trip Rules and Profiles.

Trip Preferences

The individual preferences of the traveler are also taken into consideration in Travel Planning. Travelers abide automatically by the enterprise-specific rules. However for the planning and booking of transportation and accommodations they can also enter personal preferences that are, if possible, taken into consideration by the travel service provider. These personal preferences are only taken into consideration if they agree with the enterprise rules.

A traveler can, for example, make the following entries:

Implementation in R/3 Travel Planning

To store person-related master data you create a personnel mini master record directly from R/3 Travel Planning. You do not need to use the Human Resources component.

You can simply create all the Infotypes necessary for SAP Travel Planning via the personnel action Travel planning setting. When you enter Infotypes for the first time you are guided through these actions step by step. HR master data you have created can be changed or supplemented at any time.

The following Infotypes are mandatory for any employee for whom a trip is to be booked using Travel Planning:

The Infotype Cost distribution (0027) is only used in Travel Expenses for distributing the total costs to different cost centers.

The travel planning-specific Infotypes 0470 - 0475 represent the personnel preferences of the individual employees. The Infotype Rail preference (0474) has no meaning.

Even though the Infotypes 0470 - 0475 are optional, they enable employees' personal preferences to be taken into consideration for each business trip booking.

You must assign travelers or a group of travelers a travel profile for Travel Planning. You can either assign the travel profile individually using Infotype 0470 or using the feature TRVCP (see also Travel Profile (Infotype 0470) or the Implementation Guide for Travel Planning under Dialog and Planning Control ® Travel Planning Control ® Set up feature TRVCP for Travel Planning).

 

The additional Infotype Communication (0105), subtype 0001 is used to assign system users to the active SAP system directly (SAP Business Workflow, SAP Office and ESS) Subtype 011 is used for credit card clearing.

The Travel Planning action includes the Travel Expenses travel mini master record action.

 

See also:

Editing HR Master Records

Travel Profile (Infotype 0470)

Flight Preferences (Infotype 0471)

Hotel Preferences (Infotype 0472)

Car Rental Preferences (Infotype 0473)

Customer Programs (Infotype 0475)