Travel planning accesses a minimal HR master data record. However, the use of SAP Human Resources (HR) is not an absolute prerequisite for the use of SAP Travel Management.
This person-related master data is stored in
infotypesthat enable structured processing of this data. The special infotypes in
SAP Travel Planning
are based on the same logic as the infotypes in
SAP Human Resources
. They are however independent of HR infotypes and have no influence on existing infotypes in
Human Resources
.
Travelers abide automatically by the enterprise-specific trip rules stored in the system. However, for planning and booking travel services they can also enter personal preferences that are taken into consideration by the travel service provider where possible. These personal preferences are only taken into consideration if they comply with company travel policy.
A traveler can, for example, make the following entries:
Flight reservation:
Smoker/nonsmoker seat
Meals choices
Disabled seat
Hotel reservation:
Room type
Preferred hotel chain
Car rental reservation:
Air conditioning
Manual or automatic transmission
Preferred make of car
Participation in customer programs of travel service providers
To store person-related master data, you create a personnel mini-master record directly in
SAP Travel Planning
. You do not need to use the
Human Resources
component.
You can simply create all the infotypes necessary for
SAP Travel Planning
via the personnel action
Travel planning setting
. When you enter infotypes for the first time you are guided through these actions step by step. HR master data you have already created can be changed or supplemented at any time.
The following infotypes are mandatory for any employee for whom a trip is to be booked using Travel Planning:
Organizational assignment
(0001)
Personal data
(0002)
Travel Privileges
(
0017
)
Addresses
(0006): It is not advisable to make a booking without this infotype, as the
Telephone
number field in this infotype is used to create the booking record. This infotype is also used with the infotype
Bank details
(0009) in Travel Expenses, if the settled trips are to be paid as a credit via Financial Accounting (FI).
The infotype
Cost Distribution
(0027) is only used in Travel Expenses for distributing the total costs to different cost centers.
The Travel Planning-specific infotypes 0470 - 0475 represent the personal preferences of the individual employees. The infotype
Rail Preference
(0474) has no meaning.
Even though the infotypes 0470 to 0475 are optional, they enable employees' personal preferences to be taken into consideration for each business trip booking.
The infotype
Flight preference
(0471) contains Information specific to a flight, such as meals, seat position and preferred departure airport.
The infotype
Hotel preference
(0472) contains information about the preferred room and hotel category.
The infotype
Car rental preference
(0473) contains information such as the preferred make of car and air conditioning.
The infotype
Customer program
(0475) can be created many times, as it relates to all the provider categories. Here you can store information about frequent fliers or special car rental or hotel customer programs.
The infotype
Travel profile
(0470) allows a direct assignment of a travel profile to an employee.
Caution
You
must
assign travelers or a group of travelers a travel profile for
Travel Planning
. You can
either
assign the travel profile individually using
infotype 0470
or
using the feature
TRVCP
(see also
Travel Profile (Infotype 0470)
or
the Implementation Guide for
Travel Planning
under
).
The additional infotype
Communication
(0105), subtype 0001, is used to assign system users to the active SAP system directly (SAP Business Workflow, SAP Office and ESS). Subtype 011 is used for credit card clearing.
The
Travel Planning
action includes the Travel Expenses
travel mini-master record
action.
See also:
Travel Profile (Infotype 0470)
Flight Preferences (Infotype 0471)
Hotel Preferences (Infotype 0472)