Creating a Travel Request 

Procedure

From the SAP Easy Access menu you create a travel request as follows:

  1. Choose Accounting ® Financial accounting ® Travel management ® Request trip.
  1. Enter the general trip 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.
      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 request at a later date and forms the basis for the payment.
      3. Alternative cost assignment for entire trip, if other than CA: Here you can assign 100% of the costs for the entire trip to one account assignment object that is not the one specified in the travel expense assignment guideline.
      4. The system adjusts the second (and if necessary also the third) field according to the account assignment object type: field length, F4 input help and F1 help. In the second (and if necessary the third) field, enter the account assignment object values.

      5. 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. Expand the Request transportation/accommodations area by choosing .
  1. In the overview table, where the trip destinations you specified in the previous section have been entered automatically, you can request the required travel services by clicking the pushbutton in the appropriate table field.

Alternatively, you can selection the line of the location you want to edit and expand the data area of the corresponding travel service underneath the overview table directly.

  1. In the data area that appears, enter the required data and choose Copy.
  2. To save your completed travel request, choose .

 

See also:

Sending a Travel Request

Approving a Travel Request