Entering content frameProcedure documentation Creating a Travel Request Locate the document in its SAP Library structure

Procedure

From the SAP Easy Access menu you create a travel request as follows:

  1. Choose Accounting ® Financial Accounting ® Travel Management ® Travel Manager ® Create a Travel Request.
  1. Enter the general trip data as required.

The following areas are options (you can expand the data entry areas by choosing This graphic is explained in the accompanying text (Expand):
      1. Add. Destinations: Enter the destinations of any additional trip segments that follow the first destination.
      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 request at a later date and forms the basis for the payment.
      3. Alternative Cost Assignment for Entire Trip, if Different to Master CA: Here you can assign 100% of the costs for the entire trip to one account assignment object that is different to the one specified in the Structure linktravel expense assignment guidelines.

        4. The system adjusts the second (and if necessary also the third) field according to the account assignment object type: Field length, F4 input help, and F1 help. In the second (and if necessary the third) field, enter the account assignment object values.

      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 Request Transportation/Accommodation area by choosing This graphic is explained in the accompanying text (Expand).
  1. In the overview table, where the trip destinations you specified in the previous section have been entered automatically, you can request the required travel services by clicking the pushbutton for the appropriate service.

Alternatively, you can select the line of the location you want to edit and expand the data area of the corresponding travel service underneath the overview table directly.
  1. In the data area that appears, enter the required data and choose This graphic is explained in the accompanying text Copy, with Quickinfo Copy to Request.
  2. To save your completed travel request, choose This graphic is explained in the accompanying text Save.

From here you can also use the This graphic is explained in the accompanying text Overview button with Quickinfo Overview of Trip (F5), to go to an overview of your booking information, or you can have your trip approved by choosing This graphic is explained in the accompanying text Approve with Quickinfo Approve (F8).

 

See also:

Sending a Travel Request

Approving a Travel Request

 

 

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