Sap Travel Management Configuration Steps

Sap Travel Management Configuration steps.
Master data for Travel Management

1.Hire Employee for Travel
Transaction Code :PA40
2.Create Vendor for Travel
IMG Menu --> Accounting--> Financial Accounting --> Vendors -->Master Records --> Central
Maintenance -->Create
Transaction Code :XK01 or PRAA
A. General settings
3. Number Ranges for Trip Numbers
Define number ranges and number range intervals for assigning trip numbers.
IMG Menu -> Financial Accounting --> Travel Management --> Set Up Trip Number Range
4. Number Ranges for Posting Runs
The number ranges can be the interval from 0000000001 to 9999999999
IMG Menu -> Financial Accounting --> Travel Management --> Travel Expenses --> Transfer to
Accounting --> Set Up Number Ranges for Posting Runs
5. Number Ranges for Trip Transfer Documents
IMG Menu -> Financial Accounting --> Travel Management --> Travel Expenses --> Transfer to
Accounting --> Set Up Number Ranges for Trip Transfer Document
B. Travel Management Pre settings
6.Define/Delete/Restore Trip Provision Variants
Financial Accounting(New) -->Travel Management -->Travel Expenses -->Master Data -->Control
Parameters for Travel Expenses -->Define/Delete/Restore Trip Provision Variants
C. Settings up feature TRVCT
Financial Accounting(New) -->Travel Management -->Travel Expenses -->Master Data -->Control
Parameters for Travel Expenses -->Assign Organizational Areas to Trip Provision Variants via
Feature TRVCT
D. Global Settings
7. Define Global Settings
IMG Menu -> Financial Accounting --> Travel Management --> Travel Expenses --> Master Data
--> Control Parameters for Travel Expenses --> Define Global Setting
E. Control Parameters from Travel Privileges
8.Define Statutory M/A Reimbursement Groups
IMG-->Financial Accounting(New) --> Travel Management --> Travel Expenses --> Master Data --
> Control Parameters for Travel Expenses --> Control Parameters from Travel Privileges -->
Define Statutory M/A Reimbursement Groups
9.Define Enterprise-Specific M/A Reimbursement Groups
Define Enterprise-Specific M/A Reimbursement Groups
10.Define Employee Grouping for Travel Expense Types
Define Employee Grouping for Travel Expense Types
11.Define Employee Grouping for Travel Management
Define Employee Grouping for Travel Management
12.Define Vehicle Types
Define Vehicle Types
13.Define Reimbursement Groups for Travel Costs
Define Reimbursement Groups for Travel Costs
14.Define Vehicle Classes
Define Vehicle
F. Control Parameters from Trip Data
15.Define Trip Areas
> Control Parameters for Travel Expenses --> Control Parameters from Trip Data --> Define Trip
Areas
16.Define Statutory Trip Types
> Control Parameters for Travel Expenses --> Control Parameters from Trip Data --> Define
Statutory Trip Ty
17.Define Enterprise Specific Trip Types
IMG Menu --> Financial Accounting --> Travel Management --> Travel Expenses --> Master Data
--> Control Parameters for Travel Expenses --> Control Parameters from Trip Data --> Define
Enterprise Specific Trip Types
18.Define Trip Activity Type
IMG Menu - Financial Accounting --> Travel Management --> Travel Expenses --> Master Data --
> Control Parameters for Travel Expenses --> Control Parameters from Trip Data --> Define Trip
Activity Types
G. Travel Expense Types
19. Travel Expense Types for Individual Receipts
IMG Menu -->Financial Accounting --> Travel Management --> Travel Expenses --> Master Data -
-> Travel Expense Types --> Create Travel Expense Types for Individual Receipts
20. Define Posting of Paid Individual Receipts
IMG Menu -->Financial Accounting --> Travel Management --> Travel Expenses --> Dialog and
Travel Expenses Control --> Travel Expenses Control --> Define Posting of Paid Individual
Receipts
21.Create Travel Expense Types for Per Diems/Flat Rates
IMG Menu -->Financial Accounting--> Travel Management --> Travel Expenses --> Master Data -
-> Travel Expense Types --> Create Travel Expense Types for Per Diems/Flat Rates
H. Trip Reimbursement Amounts
22.Define Flat Rates for Travel Costs
IMG Menu -->Financial Accounting(New) --> Travel Management --> Travel Expenses --> Trip
Reimbursement Amounts --> Reimbursement Amounts Travel Costs --> Define Flat Rates for
Travel Costs
23.Define Period Parameters
Reimbursement Amounts --> Reimbursement Amounts Travel Costs --> Miles/Km Cumulation --
> Define Period Parameters
24.Influence of Control Parameters: Accommodation
Reimbursement Amounts --> Reimbursement Amounts for Accommodations--> Define
Influence of Control Parameters: Accommodation
25.Influence of Control Parameters: Meals
Reimbursement Amounts --> Reimbursement Amounts for Meals--> Define Influence of Control
Parameters: Meals
26.Define Per Diems for Meals
Reimbursement Amounts --> Reimbursement Amounts for Meals--> Reimbursement Amounts
for Meals/Hours --> Per Diems for Meals --> Define Per Diems for Meals
I.Dialog Control
27.Define Schema and Individual Field Control
IMG Menu -->Financial Accounting(New) --> Travel Management --> Travel Expenses --> Dialog
and Travel Expenses Control --> Dialog Control --> Define Schema and Individual Field Control
28.Default Values for the Dialog
and Travel Expenses Control --> Dialog Control --> Store Default Values for Dialog
J.Control for Account Assignment Object via TRVCO
29.Set Up Field Control for Account Assignment Object via TRVCO
and Travel Expenses Control --> Dialog Control --> Set Up Field Control for Account Assignment
Object via TRVCO
30.Variable Layout for Account Assignment Objects
and Travel Expenses Control ->Dialog Control --> Set Up Variable Layout for Account
Assignment Objects
K.Travel Expense Control
31. Define Posting of Paid Individual Receipts
and Travel Expenses Control --> Travel Expenses Control --> Define Posting of Paid Individual
Receipts
32.Travel Expenses Control
IMG Menu -->Financial Accounting --> Travel Management --> Travel Expenses --> Dialog and
Travel Expenses Control --> Travel Expenses Control --> Travel Expenses Control (Expert View)
L. Accounting/Assignment of Wage Types to Travel Expense Types
33. Assign Wage Types to Travel Expense Types for Indiv. Receipt
IMG Menu -->IMG Menu - Financial Accounting --> Travel Management --> Integration of Travel
Management and Payroll --> Wage Types --> Assign Wage Types to Travel Expense Types for
Indiv. Receipts
34.Assign Wage Types to Travel Expense Types for Per Diems/Flat Rates
IMG Menu -->Financial Accounting(New) --> Travel Management --> Integration of Travel
Management and Payroll --> Wage Types --> Assign Wage Types to Travel Expense Types for Per
Diems / Flat Rates
35.Assignment of Wage Type to Symbolic Account
IMG Menu - Financial Accounting --> Travel Management --> Integration of Travel Management
and Payroll --> Wage Types --> Define Assignment of Wage Type to Symbolic Account
M.Transfer to Accounting
36. Conversion of Symbolic Account to Expense Account
IMG Menu - Financial Accounting --> Travel Management --> Travel Expenses --> Transfer to
Accounting --> Conversion of Symbolic Account to Expense Account
37. Assign Substitute Cost Center – (Infotype 0017)
IMG Menu - Payroll --> Payroll Germany --> Posting to Accounting --> Activities in AC System -->
Assign Substitute Cost Centers
N.Integration
38. Activate Request/Plan/Expense Report in Travel Manager
IMG Menu - Financial Accounting --> Travel Management --> Integration of Travel Planning and
Travel Expenses --> Settings for Travel Manager --> Activate Request/Plan/Expense Report in
Travel Manager for web Dynprp
39. Deactivate Integration of Travel Planning - Travel Expenses
IMG Menu - Financial Accounting --> Travel Management --> Integration of Travel Planning and
Travel Expenses --> Activate Integration: Travel Planning - Travel Expenses

Sap Travel Management Configuration Steps

Uploaded by

Copyright:

Available Formats

Sap Travel Management Configuration Steps

Uploaded by

Document Information

Original Description:

Copyright

Available Formats

Share this document

Share or Embed Document

Sharing Options

Did you find this document useful?

Is this content inappropriate?

Copyright:

Available Formats

Sap Travel Management Configuration Steps

Uploaded by

Copyright:

Available Formats

Sap Travel Management Configuration steps.

Master data for Travel Management

29.Set Up Field Control for Account Assignment Object via TRVCO

You might also like