Approval Process in Travel Planning
Purpose
You can approve a travel plan in two ways:
If you want to use SAP Business Workflow, Travel Management supports the approval process with a reference approval procedure that you can adapt to suit your company’s requirements at any time.
For more information about the approval of a travel plan with SAP Business Workflow
® see the SAP Library under Basic Components ® Business Management (BC-BMT) ® SAP Business Workflow (BC-BMT-WFM) ® Reference Documentation ® BC - Workflow Scenarios in Applications ® FI -Financial Accounting: Workflow Scenarios OR PA - Personnel Management: Workflow Scenarios ®
Workflow Scenarios in Travel Management (FI-TV).
Prerequisites
The person who wants to approve a travel plan needs special authorization. For more information, see
Authorization Checks in Travel Planning.Process Flow
Approval via SAP Business Workflow |
Approval via entry scenarios |
The travel planning data is entered in the system by the
traveler or a
travel assistant The traveler's superior approves the travel plan. This determined by the system automatically based on the maintained structural organization. The superior can approve the travel plan, return it to the traveler for correction or reject it. When the superior has approved the travel plan the traveler is informed of this via an automatically generated mail. The booking record is put in a processing queue of the connected travel agency. If a correction is necessary the superior appends a message to this effect to the workflow. The employee receives a work item with this attachment. When the work item is executed the transaction to change the travel plan is started. If the travel plan is rejected the superior enters a message that the traveler receives as a mail. The booking is then canceled. |
The travel plan can also be approved directly in the entry transaction. The superior calls the appropriate travel plan in the entry transaction and carries out the Approve function.
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This scenario strongly supports the decentralized trip entry model. This is supported by the
Roles Concept in Travel Management.The advantage is that it connects all persons who are involved in approval directly via the SAP System. |
See also:
Approval via Entry Transactions Approval Status of a Travel Plan