Travel expense config steps..

Dear SAP Gurus
pls guide me with travel expense config steps.. !?
Shan

Hi,
PLease follow the link
http://help.sap.com/printdocu/core/Print46c/en/data/pdf/FITVPLAN/FITVGENERIC.pdf
Regards,
Kapil Kaushal

Similar Messages

  • Error initiating travel expense form

    Dear Guru's,
    We have an issue displaying the Travel Expense form in ESS. We are not using the PDF forms but the HTML , no ADS has been set up and followed the exact steps mentioned in SAP Note 1032311. So we deleted the URL parameter in the URL parameter from the resource and set the PDC path as a non-static URL to the tripform. We deleted also the Iview property ....UsePDF=true.
    Next we changed the setting in the Travel Management Expert View refering to Adobe Forms from 0 into 1, and we modified feature TRVFE using the SAP form PTRV_EXPENSE_FORM .
    We tested the forms in trx TRIP, PR05 and PR_WEB_1200 and all results were positive since the form is displayed. However using the Iview create travel expenses the ' Error intiating trip forms' remains. The Iview My trips and expenses gives the same negative result trying to display/print the form. However the Iview display trip form seems to do something and is only given the error that the trip parameter for the pernr is missing while previewing it, which is clear since no trip has been selected.
    Help needed.
    Kind regards.

    Please check you have the correct roles assigned for the URL in PCD path as this is a common cause of this type of error
    As per the note..it needs to be;
    ROLES://portal_content/com.sap.pct/every_user/com.sap.pct.erp.ess.bp_fol
    der/com.sap.pct.erp.ess.roles/com.sap.pct.erp.ess.employee_self_service/
    com.sap.pct.erp.ess.employee_self_service/com.sap.pct.erp.ess.area_trave
    l_expenses/com.sap.pct.erp.ess.tripform
    Can you open it from portal in administrator mode?
    Also check note 944221 to check the ADS config.

  • Travel expenses in payroll

    Respect to all the Consultants,
    May I please know how to transfer the travel expenses to the payroll?

    Hi,
    You will need to follow the stpes on IMG under the following node:
    Travel Management -> Integration of Travel Management and Payroll.
    The help on each of the steps are quite self explanatory.
    The important steps are to create the wage types that will hold the re-imbursement amounts and activating the payroll sub-schema for Travel Accounting in your country specific main payroll schema. For e.g. standard sub-schema GREI exists for GB.
    Once all the config is done, the system requests for a payroll period when you try to settle a trip on PR05. Depending on the settlement period, the payroll for that period will pick up the trip details and pay the employee.
    Hope this helps.
    -Akshay

  • Tax line items when travel expenses are posted to intercompany

    Hello Experts,
    We are posting a expense report  to a different cost center other than the Master cost center(IT0001). In this case system understanding as intercompany transaction and posting the travel expenses to different cost center and different company code. But the problem is when there is a tax calcualted, this tax is initially getting posted to original master cost center and again transfering the taxes to the intercompany cost center. this is creating an additional FI documents and also additional tax line items which is becoming very difficult for reconcilation.
    can any one suggest me where could be the correction required in order to post the taxes to intercompany cost center in the first instance itself.
    Thanks&Regards
    Srinivas

    Hi Srinivas,
    Profit center was not picking for tax line item when we were doing multiple cost center in a TRIP. So we have activated "not deductible" in VST and it got worked.
    Later when we got a Cross company employee vendor posting, tax line items are posting in both company codes.
    So we have deactivated "not deductible" in VST and activated "set expense company code" in table T706K (to allow cross company code postings in TM)
    And defined a new solution in New GL config for the first prblem.
    We have not changed anything in "posting indicator" in OBCN, it was 2 (Separate line item) only. You should not change this.
    All postings went fine.
    Regards
    SM

  • Attachments in Travel Expense approval not displayed in UWL

    Hi guys,
    We here have implemented the travel expense workflow WS20000040. According to the current std functionality, when the requestor creates a travel expense request, he is able to attach any attachments along with the request. But when the request moves to the approver in his UWL, he is not able to see the attachments. (except a default one which on clicking, opens the PR05 txn)
    Is there any config or note which needs to be applied for these attachments to be visible under the UWL's attachments?
    Please help.
    Regards,
    Pranita
    Please refer attached screenshots of requestor's and approver's screens..

    Hi Pranita,
    as far as I know, there is no standard functionality that implements the GOS-Links into the UWL. I've had the same problem as you and implemented a workaround that works as follows:
    I wrote a class that implements the Interface IF_SWF_IFS_WORKITEM_EXIT and within the only method it contains I read the GOS-Documents which I then attach as normal workflow attachments to the Workflow API. The Class is used within the programming exit of my Workflow's decision task (it's then, by definition, automatically executed). This approach has one major disadvantage: The attachments are only passed to the WF upon sending the TRIP for approval, i.e. only when the workflow is executed, naturally. This means if the TRIP is sent for approval and then the employee creates attachments afterwards (which is possible even if the trip itself can not be changed due to authorization etc.), the manager will not receive these retroactively attached documents.
    Beforehand: I'll not share the coding for this because I based it on the coding of an external colleague; but the description above should give you a design-technical idea of how to achieve your requirement.
    One more thing. To get rid of that nasty process object that links to the PR05, you can use SWFVISU. I didn't know how to do this myself until 4 months ago or so. Ibrahim Ansari explained me how to do it in one of my threads over here: Hide/Remove process Object from Workitem that is shown as attachment in UWL possible?
    Hope it helps.
    Cheers, Lukas

  • Employee Travel Expense Payments via ACH

    Hello,
    Currently we use SAP's T&E module and post the costs via an employee vendor record and then subsequently pay the vendor.
    Currently this is done by check.
    What we would like to do is pay via ACH and increase the frequency of payments.
    The issue or concern is the storage of the employee bank info.
    Has anyone come across this scenario and have any guidance?
    1) As a first option we would look enter the bank info on the vendor master. 
    Technically, if we add the employee bank info to the employee vendor record this would work just fine, but the security on vendor bank master could be an issue.  Does anyone have any insight or experience on 'encrypting' or securing this bank data.
    Thanks for any and all input.
    Rob C.

    Hi,
    Let me explain you from the beginning.
    1. Create Travel Expense Type ( The one which is visible in PR05): follow the path  - Financial Accounting (New) --> Travel Management > Travel Expenses > Master Data > Travel Expense Types > Create Travel Expense Types for Individual Receipts.
    Create the required travel expenses there.
    2. Assign wage type for the travel expense types created: follow the path - Financial Accounting (New) --> Travel Management > Travel Expenses > Master Data > Wage Types for Interfaces > Assign Wage Types to Travel Expense Types for Individual Receipts
    when you go into this path, you will find the travel expense types which you have created in the earlier step. Select the expense type for which you need to assign the wage type and click the magnifier icon which is available in the left top. You can assign the wage type then.
    3. Assign symbolic account for the wage type created: follow the path - Financial Accounting (New) --> Travel Management > Travel Expenses > Transfer to Accounting > Define Assignment of Wage Type to Symbolic Account.
    Assign a two character symbolic account with a prefix "+".
    4. Assign GL accounts for the symbolic account assigned: follow the path- Financial Accounting (New) --> Travel Management > Travel Expenses > Transfer to Accounting > Conversion of Symbolic Account to Expense Account.
    Double Click HRT there, it will ask for chart of accounts, give your chart of accounts and then press enter. In the screen, select new entries, enter the symbolic account and its corresponding GL account.
    note that instead of entering the prefix "+", you have to enter 1 as prefix here.
    Save your entries.
    As for as employee vendors is concerned, please create a vendor account in FK01 and then assign the personnel number of the employee in the vendor master record. The system will automatically pick up the employee vendor number with its personnel number.
    Trust this clarifies.
    Best Regards,
    Raj

  • Bapi to change travel expense report

    Hi,
       I am working on an program to create a travel expense report using the 'BAPI_TRIP_CREATE_FROM_DATA' FM and it is working fine.However,i am unable to change the trip created using this FM.When i use the SAP transaction TRIP,i am able to change the travel expense report created.I am passing the status approved as '3' and account as '1' in the BAPI.Is there any bapi's available to change the travel expense report created?I would appreciate any assistance.
    Regards,
    Rajiv C

    Dear there is no standard Bapi to change the same, However there is one to delete the same( <b>BAPI_TRIP_DELETE</b>) and then you can create the same.
    Why you not trying to write a new BApi to change the Trip ( as standard is not available).
    See other reply there is step by step process to write a custom bapi.
    Just start you will find it intersting.
    rewardif useful.
    Amit Singla

  • Travel Expense Category

    Hi,
    Is there a way to add travel expense category? I tried searching for all the config nodes within Travel Management, but I couldn't find it.
    Thanks.

    Hi Diane
    In fact these are domain fixed values so no customizing is possible to add more categegories. Its not really recommended to modify the domain by adding new values as everywhere the business logic is hard coded depending on these fixed categories!
    Hope this helps you further!
    Kind regards
    Sally

  • Scan receipts and attach to travel expense report (max.points rewarded)

    Hello All,
    Could anyone please tell how the process works in r/3 for scanning receipts and attaching them to travel expense report. Please send any config documents, links or technical specs. Its very very urgent.
    Thanks & regards,
    Latha

    receipts can be attached in PR05

  • Determining second level approver for travel expense claim workflow

    Hi Experts...
    In Travel Expense claim workflow,we are using two level Approval.The employee has to enter his data for expense claim through ESS..Then expense claim is submitted and sent via workflow to the Travel department. Travel Dept verifies the expenses against the bill and approves the claim by selecting the next level approver and attaching the scanned copies of the bill.
    I made copy from the standard workflow WS20000040.
    How can i select the next level appover in first level approval step???
    Is there any FM or BAPI or BADI???
    Please help me ...
    Thanks in Advance
    Regards,
    Hemalatha.

    Hi Hemalatha,
    I have small tricky workaround to find out the second level of approver.The Standard Rule available can reused again by passing manager's Position.i.e
    After first level completed , store manager position in container variable and pass it to the same task rule so the task is sent to the manager's approver .
    Message me if needed more details.
    **Award Points if useful

  • Adding customized fields for Travel Expenses

    Hi,
    I would like to add some customized fields for user input during the creation of travel expense form.  Is this possible?  If yes, any advise on the steps to create customized fields for data entry of travel expense form?
    Thanks.

    Hi Yvonne ,
    Thank you for the tip , it was helpfull.
    We are using field BUS_REASON "Business Partners", We changed label for data element but is not showed in TRIP transaction we can see it in PR05 transaction.
    How can I change labels for TRIP transacction?
    We did the change in CMOD transaction
    Thanks.

  • ESS MSS Travel & Expenses Customization in WebDynpro Abap

    Hi Friends,
    I have a requirement to customize the Travel & Expenses module in WebDynpro Abap. Please let me know the standard package (whcih contains webdynpro component) in WebDynpro Abap for this.
    And give me some documents which contains steps to customize the standard screens.
    Thanks & Regards,
    Lakshmi Prasad.

    The forum just died on me and my post was discarded, so here's the short form:
    Packages: PTRM_WEB_UI, PTRM_WEB_POWL.
    My advice: Don't narrow this down on packages, there are numerous used Components in numerous packages you'll inevitably find whilst forward-navigating the the respective Views of the Applications you want to use/configure.
    Customizing: Sorry, nothing specific here. The IMG documentation was sufficient for me.
    Enhancements: Here's a link I found to be useful. Maybe you'll come across Enhancing some Applications as well:
    http://www.sdn.sap.com/irj/scn/index?rid=/library/uuid/e07268c2-f61b-2e10-05a5-cd4bddfd1980
    hope it helps, regards,
    Lukas

  • "Send and Save" button in trips and travel expenses

    hello guru's.
    i have a problem
    i implemented in my SAP portal the Travel Management package.
    I have a problem
    in travel expenses iview, you arrive in last step you can Save and Send the data.
    But the user can push this button more time!!! so manager can receive many time this data and this is not correct!!
    there are a way for fix this problem??
    thanks
    Alex

    I am having a problem with the buttons "Save"and "Save and Send to Approval".
    The users are choosing "Save" instead of "Save and Send to Approval" and then the trip does not go to the approval step.
    It is creating many problems and we need to hide this option "Send", just displaying to user the option "Save and Send to Approval".
    Anyone knows if have a standard solution for this case?
    Thanks,
    Thiago

  • Travel expense - Miscellaneous Expense Type

    Hi All,
    There is miscellaneous expense type (MIAL) that i have configured for my client.
    Now they want to assign maximum default value for miscellaneous expense. The requirement is that on the basis of  R Grp M/A Enterprise, that i have maintained in Infotype 0017 (Travel Privileges), the default max value should be 150 for first 2 days/ 250 per day after two days.
    Please advise how this can be achieved.
    Regards,
    Reema

    Hi
    This is bit complicated.
    Wht u can do is firstly u maintain the max value in the corresponding node.Let it be 150.In amount type put "Reason for exceeding Max Rate is required".
    Then in the node,
    Dialog and Travel Expenses Control>Dialog Control>Field Control for Additional Receipt Information
    Select the expense that u created.Double Click on it.Here in "Number Calculation" select 1. Save
    Now I tell u what will happen.
    When u create an expense report, for an employee trip of 2 days, the amount at the max can be put as 300 at the max.
    If the tour is of 4 days, then the expense will be (1502)+(2502)=800.So the value in amount has to be 800. But as per your config, it will be 150*4=600.Hence looking at 800 system will open a Reason Field where u have to put a reason until which the Expense Report cannot be saved.Here u can make a for mat like "Trip Duration 2+2 days.
    Hope it helps
    Please let me know

  • Travel expenses to customer invoice

    Hello guys,
    is it possible when entering travel expenses in travel management (trns. PR05 /  PRFI) with assignment to service order to bill these cost within DP90 / VF01?
    Thank you,
    Gabriel.

    Pete,
    i am not getting any error in DP90. Travel expenses are just not there.
    DIP profile seems to me standard with no selection criteria.
    Maybe i have done some mistake when processing service order?
    Hereby steps executed:
    1. Service contract
    2. Service notification
    3. Service order - Operations + spare part order assigned
    4. Confirmation
    5. Travel expenses assignment (PR05 + PRFI)
    6. DP90
    7. Invoice
    Should be travel expenses part of confirmation?
    Thank you,
    Gabriel.

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