Approval of Trips and Expenses

Technical Data

Technical Name of iView

com.sap.pct.erp.mss.travel_approval

Technical Name of Application

FITV_POWL_APPROVER

Runtime Technology

ABAP/Web Dynpro

Data Source or Data Store

SAP enhancement package 3 for SAP ERP 6.0, EA-HR

Features

Approving managers use this service (application) to call up the personal object worklist (POWL) and the functions necessary for the approval process.

The POWL lists requests of the assigned employees that have been submitted for approval. This includes the following requests:

  • Travel requests

  • Travel plans

  • Expense reports (including travel expense reports)

Approving managers can reply to the requests as follows:

  • Approve

    When an approving manager approves a request, that request no longer appears in the list of requests. If the employee list includes the e-mail address of the employee, the system sends an e-mail to the employee. The approving manager can add a text to the e-mail message.

  • Reject

    When an approving manager rejects a request, that request no longer appears in the list of requests. If the employee list includes the e-mail address of the employee, the system sends an e-mail to the employee. The approving manager can add a text to the e-mail message.

  • Send e-mail

    If the employee list includes the e-mail address of the employee, the approving manager can send an e-mail to the employee with a reference to the request.

  • Display/print

    The approving manager can display and print the details of the request. For more information, see Trip and Expense Forms .

Employee List

An employee list contains the employees that are directly assigned to the approving manager. You use the personalization function to make the assignments. The following options are available:

  • Approving managers maintain their employee lists themselves by adding or deleting personnel numbers.

  • The system assigns the employees according to your organizational structure or by cost centers.

For more information, see Personalization of Employee Lists .

Substitution

Approving managers can define substitution rules to designate other approving managers as substitutes for limited periods of time. For more information, see Substitutes for Approving Trips and Expenses .

Integration

This application enables you to perform the approval process without SAP Business Workflow and Organizational Management.

You can execute the application in the following user interfaces:

  • Manager Self-Service (MSS) in SAP NetWeaver Portal

  • SAP NetWeaver Business Client (NWBC)

  • Web browsers (called via URL)

Prerequisites

For using the application in the MSS of SAP NetWeaver Portal:

  • You have installed SAP ECC 6.0, enhancement package 2 and activated the business function Travel Management (FIN_TRAVEL_1).

  • You have installed SAP ECC 6.0, enhancement package 3.

  • You have installed the Business Package for Manager Self-Service 1.3 .

  • Your system meets the general prerequisites for Business Package for Manager Self-Service .

  • You have assigned the portal role Manager Self-Service to the approving managers.

  • In the back-end system, you have assigned the role Approving Manager (SAP_FI_TV_WEB_APPROVER) (or the authorization profile stored in this role) to the approving managers.

For using the application in SAP NetWeaver Business Client:

  • You have installed SAP ECC 6.0, enhancement package 2 and activated the business function Travel Management (FIN_TRAVEL_1).

  • In the back-end system, you have assigned the role Approving Manager (SAP_FI_TV_WEB_APPROVER) to the approving managers.

For using the application in Web browsers (called via URL):

  • You have installed SAP ECC 6.0, enhancement package 2 and activated the business function Travel Management (FIN_TRAVEL_1).

  • In the back-end system, you have assigned the role Approving Manager (SAP_FI_TV_WEB_APPROVER) (or the authorization profile stored in this role) to the approving managers.

Configuration

This application enables you to perform the approval process without SAP Business Workflow and Organizational Management. You also can use this application in parallel with the universal worklist (UWL) in Manager Self-Service (MSS).

You can preconfigure the personal object worklists (POWLs) for your employees in Customizing for Cross-Application Components under Start of the navigation path General Application Functions Next navigation step Generic mySAP Suite Functions Next navigation step Personal Object Worklist End of the navigation path .

You can personalize the employee list (see Personalization of Employee Lists ).

The POWL provides functions for users to personalize their POWLs; for example, to define new queries or modify existing queries.