Travel Manager: Initial Welcome Screen
Definition
You can create and edit the different travel management objects (travel request, travel plan, travel expenses) from the initial screen of the travel manager.
Structure
The initial screen is divided into two main areas:
In the upper area, you can
I
n the lower area of the screen the list of open trips is displayed. This list appears as soon as you have created at least one travel request, travel plan or travel expense report. This area provides you with an overview of all your current trips that still have to be processed.The general trip data and the possible follow-on activities (that you can start directly via links) are displayed for each of the trips in the list.
Follow-on activities
The specification of follow-on activities for each trip eases and simplifies the further processing of open trips.
Possible follow-on activities could be changing the existing travel requests, travel plans or travel expense reports and creating the respective follow-on object:
In your
personal settings you can specify whether you want all possible or only a particular logical set of follow-on activities to be displayed for each trip object.When you create a follow-on object the data from the existing object is copied automatically.
Alarm indicator
I
f you have not processed a trip further within a certain period of time, the corresponding travel request, travel plan or travel expense report is marked with an alarm indicator
as a warning.
These warnings indicate that you should take immediate action. For example, an alarm indicator is set if a travel request or travel plan is to be completed within the next two weeks or if a travel expense report has still not been completed four weeks after the trip was due to be completed.
The alarm period depends on the enterprise-specific settings made. You can make the settings for this in Customizing for Travel Management under Travel Expenses ® Master Data ® Check Travel Expenses Constants.