The Planning Manager
Definition
The planning manager is an entry transaction for creating and editing
travel plans. In a travel plan you can enter the general data (date, destination, reason, and so on) of a business trip. You can also check the availability of travel services, such as flights, hotel rooms and car rentals, and book the available offers directly online.Use
You can use the planning manager to manage the travel plans of the travelers efficiently and to carry out the online bookings systematically. Using the planning manager, you can take advantage of all the features of the planning manager:
Working with the planning manager
In the planning manager you navigate from the overview screen, which contains the general trip data and status of all the travel plans already created, to the individual entry functions. From the initial screen you can:
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Create a travel plan |
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Create a travel plan with template |
You can create new travel plans based on existing trip templates via the function Quickplan |
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Change a travel plan |
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Display a travel plan |
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Copy a travel plan |
You can copy an existing travel plan for the same or a different personnel number. |
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Approve a travel plan |
If you do not need to look at the trip details you can approve a trip directly from the overview. If you call the trip to be edited, you can check the travel services and then approve the trip. |
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Cancel a travel plan |
If you have already booked the travel services of a travel plan you have to cancel the travel plan before you can delete it. You can also cancel individual travel services |
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Delete a travel plan |
If you have not yet booked travel services or you have canceled travel services that were booked you can delete the whole travel plan from the system. A travel expense report for this travel plan ( ® same trip number) is also deleted in the process. You can also delete individual travel services |
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Maintain your master data |
Choose Environment -> HR Master Data -> Maintain. |
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Call the Infocenter: |
In the Infocenter you can carry out currency translations using current values, query the expenses per diems by trip country and view the organizational assignment of the traveler. |
After opening a travel plan and entering the general trip data, select the required travel services (flight, hotel, car rental, rail trip) using the pushbuttons. In a dialog box you can query whether, and for when, the travel services are available and then book them online.
Transferring data to Travel Expenses
The system automatically creates the corresponding travel expenses report for a travel plan that has been created. As soon as you book a travel service online in the reservation system and save the travel plan, a corresponding receipt for the travel service is created in Travel Expenses.
The receipt for a booked travel service is only created once. After a cancelation or rebooking you have to update the receipt in Travel Expenses manually.
You can call Travel Expenses from the planning manager via Environment ® Settlement ® Travel expense manager. Travel plans and their corresponding travel expense statements have the same trip number.
See also:
Choosing Travel Services Booking Travel Services Requesting Airline Tickets
Travel Manager: Cross-Process Entry
with quick info Infocenter: Contact Person, Per Diems, Rates… (Shift + F11)