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 Travel Request: Status

Definition

In the Travel Manager the status of the travel request object shows you the current stage the travel request has reached in its processing cycle. You can assign the following statuses:

  • Request entered

  • Request approved

Caution Caution

Do not confuse the travel request status from the Travel Manager with the approval status value Request entered from Travel Expenses.

End of the caution.

Use

The travel request status (Travel Manager) determines whether different individual business procedures are permitted or not and is thus a part of the process control of Travel Management.

The status Request approved is, for example, prerequisite for the payment of requested advances via Financial Accounting (FI).

Note Note

In the Travel Manager the status of an existing request is displayed in the overview list of the trips. You can use to expand and to collapse the overview area.

End of the note.

Integration

Interaction with the status in Travel Expenses

As soon as you create and save a travel request in the Travel Manager, the system automatically generates a corresponding travel expense report in the background. To retain clarity this travel expense report is not displayed in the overview list of the trips. It is, however, listed in the expert entry scenario Travel Expense Manager .

The statuses are then as follows:

Travel request status (Travel Manager)

Travel expenses status

(Approval status / Settlement status)

Request entered

Request entered / to be settled

If the travel request is approved, the status in Travel Expenses also changes.

Travel request status (Travel Manager)

Travel expenses status

Request approved

Request approved / to be settled

If the approved travel request is changed once again, you have to differentiate between the following cases:

  • A change has been made in the travel request that does not affect the settlement results (such as subsequently changing the requested hotel):

Travel request status (Travel Manager)

Travel expenses status

Request entered

Request approved / to be settled

  • A change has been made in the travel request that affects the settlement results (such as subsequently entering an advance request):

Travel request status (Travel Manager)

Travel expenses status

Request entered

Request entered / to be settled