Trip Status
Definition
The trip status of an employee trip characterizes the current phase of its overall life cycle.
Use
The trip status determines which business transactions are permitted and is thus part of process control for
Travel Management
.
Structure
Six statuses are stored in the database for each employee trip. You can set two statuses manually when you record and approve employee trips. Four statuses are set by the system.
The following table gives you an overview of the different statuses:
Statuses Set by the System |
Statuses That You Can Set Manually |
Approval status |
|
Settlement status |
|
Print status of an employee trip |
|
Transfer status to data medium exchange |
|
Transfer status to accounting |
|
Transfer status to payroll accounting |
Approval Status
The approval status reflects the chronological phases of processing. An employee trip can go through six approval stages (processing phases):
Request Recorded
Request Approved
Request Awaiting Documents
You can only assign this status using the approval program .
Trip Completed
Trip Approved
Trip Awaiting Documents
You can only assign this status using the approval program .
Settlement Status
The settlement status indicates whether the system will settle an employee trip in the next settlement run. The following settlement statuses are used:
Open
You can set this status. The system does not include the employee trip in the next settlement run because trip data is still missing.
To Be Settled
You can set this status. The system includes the employee trip in the next settlement run, provided the approval status allows this.
Settled
The system assigns this status. The system does not include the employee trip in the next settlement run. This status releases the settlement results for transfer to accounting, data medium exchange, or payroll accounting.
Canceled
The system assigns this status. The system includes the employee trip in the next settlement run in order to make any necessary adjustment postings in financial accounting and retroactive accounting in payroll accounting possible.
Further Statuses
You can find an overview of all statuses and their significance for process control in the trip status directory .