Creating a Travel Plan: Travel Manager 

Prerequisites

Before you can create a travel plan for a traveler, a valid personnel number must exist in the system for this traveler.

 
If you have entered towns in the travel request that do not have their own IATA location, check these towns in the travel plan and replace them with an existing IATA location where necessary.

Procedure

Direct start

Start via the travel manager

  1. Travel Management ® Plan trip
  1. Travel Management ® Travel manager ® Planning a business trip.
  1. Enter the personnel number of the traveler and choose Continue. The Travel Plan: <Trip Number>, First Name Last Name of Traveler> screen appears.
  1. Enter data as required.

The entries in the following data areas are optional:
      1. Add. Destinations: Enter the destinations of any additional trip segments that follow the first destination. The entries serve informational purposes only. They do not influence the subsequent reservation of the travel services.
      2. Trip advance: If you require a trip advance, enter this here. The advance amount is converted into the expenses amount directly. The entry for the required advance is used as information for approval of the travel plan at a later date and forms the basis for the payment.

        3. For more information about the settlement of trip advances, see Scenarios for Entering Trip Advances.

      3. Alternative cost assignment for entire trip, if other than master CA: If the costs of the trip are to be assigned to a different account assignment object, specify this here. This entry is also merely information used for the approval of the travel plan.
      4. Comments: In this user-defined text field you can enter any additional comments to the trip. This can also provide important additional information for the approving superior.
  1. One after another, expand the data areas for the travel services you require by choosing . In each area enter the time and location of the travel service, start an availability query and select a service.
  2. Subsequently you can book all the travel requests in the travel plan at once.

 

The services you select are updated in the overview area on the left-hand side of the screen to form a chronological itinerary of the trip.

You can use this itinerary to navigate to the individual requests by clicking on the required item to select it. You can then edit the selected item in the right-hand screen area.

 

See also:

 

Which travel service categories you can request depends on your user group.

You make the settings in the Customizing of R/3 Travel Planning under Master Data ® Control Parameters for Travel Planning ® Define user group-specific travel service categories.