Trip Status Assignment 

Use

Via Trip status assignment, you define which of the business procedures within the recording, approval and settlement process are allowed for the relevant trip.

You can use this function to set the approval status and the settlement status of a trip.

Integration

The assignment of a trip status is a prerequisite for saving the trip. Whether you have to do this assignment manually or whether it is set by the system automatically depends on the settings in feature TRVPA.

For more information, read the IMG documentation Setting up Feature TRVPA for Travel Expenses Parameters and the documentation on feature TRVPA (in feature maintenance, choose Goto ® Documentation ).

Features

You can use the function Assign trip status to initially assign, check or change the trip status for a trip. The trip statuses you are allowed to set depends on your authorizations (authorization field AUTHS: 'Status new' when trip is saved) . The first time you save a trip, there is a trip status in the system as a default value which you can change depending on your authorizations. If you save the trip again, the system uses the last trip status stored in the database as a default value.

You can set default values in Customizing for Travel Management under Travel Expenses ® Dialog and Travel Expenses Control ® Dialog Control ® Define schema and individual field control.

Activities

Entry scenario

Procedure

Travel Manager

You have called a trip in change mode.

  1. Choose Trip status.
  2. Set the relevant status values.
  3. Choose and save your entries.

Travel Expense Manager and Weekly Report

You have called a trip in change mode.

  1. Choose Trip status.
  2. Set the relevant status values.
  3. Save your entries or return to trip editing via and save the trip after completing all entries.