Entering content frameProcedure documentationCreating a Travel Plan: Travel Manager

Prerequisites

Before you can create a travel plan for a traveler, a valid personnel number must exist in the R/3 System for this traveler.

Caution

If you have entered towns in the travel request that do not have their own IATA location, check these towns in the travel plan and replace them with an existing IATA location where necessary.

Procedure

Direct start

Start via the travel manager
  1. Structure linkTravel Management ® Plan Trip
  1. Structure linkTravel Management ® Travel Manager ® Plan Business Trip
  1. Enter the personnel number of the traveler and choose Continue. The Travel Plan: <Trip Number>, <First Name, Last Name of Traveler> screen appears.
  1. Enter data as required.

The entries in the following data areas are optional:
      1. Add. Destinations: Enter the destinations of any additional trip segments that follow the first destination. The entries serve for informational purposes only. They do not influence the subsequent reservation of the travel services.
      2. Trip Advance: If you require a trip advance, enter this here. The advance amount is converted into the expense amount directly. The entry for the required advance is used as information for approval of the travel plan at a later date and forms the basis for payment.

        3. For more information about the settlement of trip advances, see Structure linkScenarios for Entering Trip Advances.

      3. Alternative Cost Assignment for Entire Trip, if Different to Master CA: If the costs of the trip are to be assigned to a different account assignment object, specify this here. This entry is also merely information used for approving the travel plan.
      4. Comments: In this user-defined text field, you can enter any additional comments for the trip. This can also provide important additional information for the approving manager.
  1. Expand the data areas for each of the travel services you require by choosing This graphic is explained in the accompanying text (with Quickinfo Expand). In each area enter the time and location of the travel service, start an availability query, and select a service.
  2. Subsequently you can book all the travel requests in the travel plan in one go.

 

The services you select are updated in the overview area on the left-hand side of the screen, which then forms a chronological itinerary of the trip.

You can use this itinerary to navigate to the individual requests by clicking on the required item. You can then edit the selected item in the right-hand screen area.

 

See also:

 

The travel service categories you can request depend on the sales office determination you are assigned to (for more information, see the IMG for Travel Planning under Master Data -> Control Parameters for Travel Planning -> Feature TRVOF: Define Access Parameters Per User/Employee Group and Define Travel Service Categories).

 

 

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