Entering content frameFunction documentation Creating a Travel Plan using QuickPlan (Planning Manager) Locate the document in its SAP Library structure

Use

In Planning Manager you can use predefined trip templates (QuickPlan) to reduce the planning and posting process for recurring trips.

Trip templates contain - similar to document templates for Office documents - the basic data for a travel plan, such as a specific outbound and return flight for a destination visited frequently.

If you create a travel plan using a QuickPlan trip template as a reference, you only need to enter the respective trip date and then you can book the trip immediately.

As a general rule, we recommend that you create trip templates for trips that a traveler makes frequently (such as weekly trips to a customer) or for trips made in one form or another by several travelers (such as trips to a trade fair).

As a rule expert users, who have the necessary authorization, create trip templates.

You can set up trip templates with reference to a travel profile so that the employee, assigned to a specific travel profile, will only see QuickPlans relevant for that profile.

Features

Activities

Function

Activities:

Creating a travel plan using a trip template
  1. In the SAP menu under Accounting ® -Financial Accounting ® Travel Management ® Travel Planning, call up the Planning Manager.
  2. Choose This graphic is explained in the accompanying text Create using Quickplan with Quickinfo Create Travel Plan using Quickplan (F9).
  3. In the dialog box that appears, select the required trip template.
  4. You can display the details for the selected trip template by choosing This graphic is explained in the accompanying text Details - with Quickinfo Details for Quickplan (F2).
  5. Choose This graphic is explained in the accompanying text Selection (with Quickinfo select Quickplan) and select the trip template required.
  6. To book this travel plan, confirm the dialog box that appears.
  7. Enter the data as required.

Store a travel plan as a trip template in the system
  1. From the Planning Manager, call up a travel plan that does not lie in the past.
  2. Choose This graphic is explained in the accompanying text Save as Quickplan.
  3. Enter data as required.

 

Example

Several employees travel regularly to the plant located near London. This trip is always made using the same flight (same flight number) and booking class. You can define a trip template for this case in the system that already contains these specifications.

For their next trip to London the travelers, choose the function Create using QuickPlan in the Planning Manager, they choose the appropriate trip template, enter the current trip date and confirm the travel plan for booking. The system automatically carries out the required availability queries on the basis of the travel policy and then presents a fully prepared travel plan, which the traveler can change to suit their needs or simply accept and book with a push of a button.

If one of the travel services defined in the trip template is not available, the flight request is copied to the travel plan with the status open. The traveler can then query the availability of this flight manually, whereby the travel profile is checked.

Authorization for Creating a Trip Template

You can assign the authorization to create trip templates via the authorization field AUTHC from travel planning authorization object F_TRAVL.

The value 'Q' in authorization field AUTHC controls the authorization for creating trip templates.

You cannot control the authorization to create trips using a QuickPlan via the single authorization profiles. Any user that has the authorization to work with the Planning Manager may use this function.

For more information about the authorization field AUTHC, see Authorization Checks in Travel Planning.

 

 

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