The trip status characterizes the current phase in the overall life cycle of an employee trip.
The trip status determines which business transactions are permitted for an employee trip and is thus part of process control in SAP Travel Management.
Six statuses are stored in the database for each employee trip. You can set two statuses manually when you record and approve employee trips, while 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 |
Approval status |
Settlement status |
Settlement status |
Print status of an employee trip |
|
Transfer status to data medium exchange |
|
Transfer status to accounting |
|
Transfer status to payroll |
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.
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 also assigns this status if an expense report was saved as a draft with checks in the Web Dynpro ABAP-based user interface. The system does not include the employee trip in the next settlement run because relevant 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, to data medium exchange, or to payroll.
Canceled
The system assigns this status. The system includes the employee trip in the next settlement run to make any necessary adjustment postings in financial accounting and, if required, retroactive accounting in payroll, possible.
Draft
The system assigns this status if an expense report was saved as a draft without checks in the Web Dynpro ABAP-based user interface. The system does not include the employee trip in the next settlement run because relevant trip data is still missing.
For an overview of all statuses and their significance for process control, see the trip status directory.