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Use

Travel planning accesses a minimal HR master data record. The use of R/3 HR is not an absolute prerequisite for the use of R/3 Travel Management.

This person-related master data is stored in Infotypes that enable a structured processing of this data. The special Infotypes in R/3 Travel Planning use the same logic as the Infotypes in R/3 Human Resources. They are however independent of HR Infotypes and have no influence on existing Infotypes in Human Resources.

Trip Preferences

Travelers abide automatically by the enterprise-specific rules stored in the system. However, for the planning and booking of transportation and accommodations they can also enter personal preferences that are, if possible, taken into consideration by the travel service provider. These personal preferences are only taken into consideration if they comply with the enterprise travel policy.

A traveler can, for example, make the following entries:

Overview of HR Master Data in R/3 Travel Planning

To store person-related master data you create a personnel mini master record directly from R/3 Travel Planning. You do not need to use the Human Resources component.

You can simply create all the Infotypes necessary for SAP Travel Planning via the personnel action Travel planning setting. When you enter Infotypes for the first time you are guided through these actions step by step. HR master data you have already created can be changed or supplemented at any time.

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The following Infotypes are mandatory for any employee for whom a trip is to be booked using Travel Planning:

The Infotype Cost Distribution (0027) is only used in Travel Expenses for distributing the total costs to different cost centers.

The Travel Planning-specific Infotypes 0470 - 0475 represent the personal preferences of the individual employees. The Infotype Rail Preference (0474) has no meaning.

Even though the Infotypes 0470 - 0475 are optional, they enable employees' personal preferences to be taken into consideration for each business trip booking.

Caution

You must assign travelers or a group of travelers a travel profile for Travel Planning. You can either assign the travel profile individually using Infotype 0470 or using the feature TRVCP (see also Travel Profile (Infotype 0470) or the implementation guide for Travel Planning under Dialog and Planning Control ® Travel Planning Control ® Set up feature TRVCP for Travel Planning).

 

The additional Infotype Communication (0105), subtype 0001, is used to assign system users to the active SAP System directly (SAP Business Workflow, SAP Office and ESS). Subtype 011 is used for credit card clearing.

The Travel Planning action includes the Travel Expenses travel mini master record action.

 

See also:

Editing HR Master Records

Travel Profile (Infotype 0470)

Flight Preferences (Infotype 0471)

Hotel Preferences (Infotype 0472)

Car Rental Preferences (Infotype 0473)

Customer Programs (Infotype 0475)

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