Purpose

The Approve Travel Plan, Approve Travel Request , and Approve Trip workflows support the approval procedure in Travel Management .

Process Flow

Workflow is started by an event that is created when a trip is saved.

The Approve Travel Plan workflow is started each time a travel plan is saved/posted.

The Approve Travel Request workflow is started when a trip is saved with the travel request/to be accounted status.

The Approve Trip workflow is started when a trip is saved with the trip completed/to be accounted status.

Changing Trip Data Without Workflow

If trip data is changed (using a data entry transaction, for example) after workflow has been started, the workflow is canceled automatically when the trip is saved. If the trip has the appropriate status, a new workflow is started at the same time.

This means that data entry transactions can still be used to approve a travel plan, travel request, or completed trip when a workflow is active. You can also approve travel requests and completed trips using the approval program in Travel Management .