Approving a Travel Request 

Approve Travel Request

Use

You can approve travel requests individually using the Travel Manager.

So that an automatic transfer of the requested trip advance can be made via FI, the appropriate travel request must have been approved.

Prerequisites

In order to approve travel requests you require a special authorization. The setting for this authorization is made in the authorization concept of the role assigned to you.

In the standard delivery the role approving manager (SAP_FI_TV_MANAGER_GENERIC) has this authorization.

You can edit the roles from the SAP Easy Access menu via Tools ® Administration ® User maintenance ® Roles.

Procedure

  1. From the Travel Management menu, call Travel manager.
  1. From the overview area on the left-hand side of the screen select the travel request and choose Change.
  1. Choose Approve.

To approve travel requests using the approval program, proceed as follows:

  1. In the menu, choose Travel Management ® Travel Expenses ® Periodical processing ® Approve trips.
  1. On the tab page Status, enter in the Approval status field the value 1 (Request entered) as selection criteria.
  1. To execute the program, choose .
  1. Select all the trips to be approved.
  2. Choose .

For more information about all the functions of the approval program for trips, see the SAP Library under Travel Management ® Travel expenses ® Approve trips ® Approval program.

Result

Once the object Travel request from the Travel Manager has been approved the status of the corresponding travel expense report for a trip also changes to Request approved / to be settled. The person responsible for processing the request (can also be the traveler) can see from the overview of the trips that the request has been approved and can then carry out the appropriate travel planning or travel expense statement.

If advances have been requested for a trip, the transfer via Financial Accounting (FI) can now be made.

 

 

Mass approval

You can approve a large number of travel requests using the approval program for trips. This type of travel request approval refers to the status Request approved/to be settled for the object travel expense report and not to the object travel request in the Travel Manager.

For more information, see the approval program.

SAP Business Workflow®

For more information on the connection between the travel request and SAP Business Workflow, see the SAP Library under Basis Components ® Business Management ® SAP Business Workflow ® Reference Documentation ® FI Financial Accounting: Workflow Scenarios or PA Personnel Management: Workflow Scenarios ® Workflow Scenarios in Travel Management ® Approve Travel Request.