Travel Expenses Through CATS

Hi,
Does anyone know how to capture travel expenses through CATS?
Thanks,
Manjula.

Hi,
In the cross applications, when you configure the data entry profile, attach the Trip schema. Go to the CAT2 Transaction and enter the activity for the day. Select the Line and on the top you will find Environment. Under Environment, you can find Travel expenses. Selecting the same will open the Travel expenses screen to enter expenses.
Note: you should have configured Travel management and maintained IT 0315 and 0017 for each employee.
Reward points if found helpfull...
Cheers,
Siva.

Similar Messages

Travel Expenses through ESS Not Moving to the MSS of Immediate Boss

Dear Gurus,
After the travel request has been approved by the immediate boss on MSS, employee is creating the Travel expense
report for the same request number through ESS.
But After saving and Sending the travel expense report for Approval through ESS by the employee,
Expense report for Approval is not Moving in the MSS of his Immediate Boss.
Kindly suggest how to achieve this, Immediate boss should approve/Reject the Travel Expense Report through MSS.
Any standard workflow existing for this ?? For Travel Request we are using 20000050 and it is working fine.
For Travel Expenses through ESS:-
We have already activated 20000040 and configured the same in T Code SWETYPV.
Object we are using is BUS2089.
Kindly let me know which Event and Functional module is configured in T Code SWETYPV.
Or any other steps we are missing Or any other Workflow to be used to achieve this ???
We need Travel Expense Approval on MSS by the immediate Boss.
Regards,
Edwin

Hi,
Try checking agent assignments of task TS 20000135:
Tcode PFTC:
Task type: Standard Task
Task: 20000135
Display
From top menu choose: Additional data --> Agent assignment --> Maintain
Click "Attributes..." and chooce "General Task" and then "Transfer".
Then click Red and White ball icon (refresh index Shift+F1).
Check also (using SWDD) that WS20000040 has agent maintained for task 20000135. I am not sure if it is there in standard. You can choose superior of the initiator rule from drop-down if it is not maintained.
Regards,
Saku

Travel Expense Settlement thru Payroll

Hi All,
How to integrate Travel Management with Payroll for posting travel settlement amount to Payroll.
Post trip, payment to employee / Recovery from Employee. i.e. settlement needs to be done thru Payroll. SAP Table V_PTRV_HEAD provides the structure of expenses. This table provide various data filelds, like payment, travel advance, total expenditure etc, My question is how to take value from SUM_PAYOUT (Payment) from Table V_PTRV_HEAD and put into the payroll as the Travel Settlement amount.
Thanks & Regards,
Mandar Ranade

Hi,
After the trip is settled, the payroll driver program will pick up the trip results and the expenses are dispalyed in the payslip.
Check the payroll schema of the country.(transaction PE01).
For example, G000 (Great Britain accounting schema). make sure GREI is activated in the payroll schema to pick up the travel expenses through payroll.
If you see a * infront of Travel expenses, it means GREI is inactive. You should make it active.
Hope this helps..
Thanks,
Praisty

Time, Travel Expense in cProjects 4.0 TRANSFER

Working on cProjects 4.0, I have a few issues with regard to Time and Travel Expense in CATS:
1. How can the approved travel expense be seen in cProjects front end?
2. Which table contains the travel expense data?
3. Can approved expenses per resource be viewed in cProjects front end?
4. Assigned to more than one project simultaneously each corresponding to an internal order, how can a use make out (in CATS), which one to capture effort in - if they are all in the same confirmation period.
Thanks.

2)All cProjects tables start with DPR. In transaction se11, check by giving dpr*.
4) Configuration should be done to your HR profile in such a way that it allows time conirmation for tasks. The tasks to which the resource has been alloted to appear in the worklist in cat2 transaction. Just click on the project for which you want to confirm the times in the worklist and copy that to the data entry area. Ensure that the receiving internal order is specified.
Use the program DPR_CATS_CPR_TRANSF for transferring the time to the corresponding cProjects

Travel Expense (CATS) without CO

Without CO, when I cannot have internal order from cProjects 4.0, is there a way I can capture effort against task and travel expense for a task in cProjects? Where do the data corresponding to travel expense (recorded by a resource) reside in the system?
PS: SAP CO is out of scope and I am not going through the PS route either.

Hi Bittu,
Unfortuenately it is not possible.
Please see my answer in message raised by Swayam Prakash.
Kind regards,
Zhenbo

Travel Expenses (CATS) - cProjects 4.0

Once an internal order is created, the resource(s) assigned to the task(s) can capture effort in CATS which, after approval, flow back to cProjects and get populated with the 'Confirmed' field of the Additional Data tab (for tasks).
The resource would also capture 'Travel Costs' in CATS - for eg. airfare, other expenses etc. Once approved, where would these costs (expenses) be seen in cProjects front end?
Thanks and Regards...

Consider this scenario:
SAP HR system - separate box
SAP cProjects - separate box
Please create your employees in SAP HR system using tcode pa40.
Go to transaction bd64; create a model view and add message type HRMD_ABA;
Add a BAPI --- Under this add Obj, name/interface - TimesheetCPRconnect
& Method - Transfer CPR;
Generate partner profile - Here select the cProjects system
Go to edit - Distribute the model
Now in the SAP HR system, use transaction PFAL, to transfer the resources to the cProject system; There are certain BADIs that need to be active for this transaction to work; Once the iDOCs get generated, the HR resources are converted to Business partners in the cProject systems.
In the cProject system, create a project, task and assign the tasks to any resource that you have just transferred from the HR system. Release the task.
In the HR system, use transaction cat2, select the appropriate HR profile and the personnel for which you want to confirm the task. In this case, the person to whom the task has been allocated in the cProjects system. In the time sheet, enter the time and save.
Run the program DPR_CATS_CPR_TRANSF, to transfer the time to the cProjects front end.
p.s. I hope you find the above response useful. In case it is, please reward points

Is it possible to delete a trip (travel expense)?

Hi,
I have travel expense (trip) which has the status "settled/transferred to FI".
However, due to something unforeseen, the trip had been settled, but was not transferred to FI. It is not visible in the vendor open items (FBL1N).
A new trip has been created, settled and was paid.
I now want to delete the first trip.
How can I do that?
Thank you for your feedback.
Kind regards,
Linda

Hi Linda,
You can cancel the trip data(travel expense) using the tcode PR05, before the settlement of trip data is carried out through t code PREC.
If you run the t code PREC for a particular travel expense, you cant delete the data.
Hope this help you,
Regards,
Praisty.

Travel expense break-up

Hi,
I want to get Travel expenses break-ups on Cost-Centers.
For example, For a perticular person & trip, there is a line item created through
'PR05'. For a single line item, Amount are split up to 2 Cost Centers. I want to
get the amounts based on Cost Centers.
How to get the amounts based on Cost Centers, what are the tables or
is there any function module for that?
Thanks,
Sreenivas

Details of the Travel Expense breakup is stored in the travel cluster table.
Take a look at transaction code PRTE - this lets you look at the various segments in the cluster table and see what data is there.
Try it out in a sandpit system for a few trips to see how the data is stored, then look at the program source to see how SAP reads the data using function modules and macros.
Andrew

Payment of Expenses through Vendors and SAP Payroll possible?

Hi,
A possible client is thinking of implementing SAP travel and Expenses.
Depending on certain expense types they want to pay expenses through sap payroll; other expenses they want to be able to pay out via vendors.
Is this possible?
I know it's possible to have 3 ways of paying: Vendors, Payroll or DME; but I'm not sure if combination would be possible?
Does anyone has any experience with this?
Thanks

Yes it is possible
Say as said by you Depending on Expenses types that means the Expeses first should be categoriesed i mean which will come under pay roll and which will come under Vendor baseing on that we implement it
Try to check out the Fesability
the Sub Schema CREI has to be included in the Pay roll schema if you want to get the Travel expensed to be processes in the Pay roll
Kindly Check

Problem in opening Travel expense form

Hi All,
We are using standard workflow (task ID : TS20000118 )for Approve Trip,Approve Travel Request and
Approve Travel Expense.
User (Manager) get all the task related to travel request and travel expense in MSS through work flow.
When user click on Travel request task, the travel request PDF form is open correctly, but when user click on travel expense task , the travel expense PDF form have to open but here also travel request PDF form is open.
How can i open the Travel expense PDF form when user click on travel expense task.
can anyone help...?
Regards,
Priya.

Hi,
Did you get solution for this problem? I am facing same problem.
Regards,
Amit

Distribute Travel Expense among multiple bank accounts

Hello Expert,
We have a requirement to distribute the travel expense among multiple bank accounts. We have maintained one of the travel expense bank to Infotype 0009 (Bank Details) Subtype 2 (Travel Expense).
Now the question is where to record other 3 banks that we have for one of the employee. Also where to mark the percentage.
Please help.
Thank you very much.
saplover

Hi,
You can add new subtypes to IT9 through the view 'V_T591A' (t-code: SM30).
Thanks
Alis

Travel expense accounting program

hi all
I need to ask about travel expense accounting program.
The standard feature TRVPA does not have "expense type".
The requirement is to settle trips based on expense type, any idea how this can be achieved by user exits or other features?

Hi Swayam,
Yes, the time capture can be done without the CO-Integration. If there is no co-integraion, the travel expense to cProjects is not possible, or make no sense.
If you are interested, there are two ways by CATS Integration, with and without co-integration.
Case A: without co integration.
1. Worklist (or timesheet?) in ERP will be generated according the cProject structure and custmoizing settings, which control, at which object can the confirmation done. Such worklist does not have a co object.
2. The user capture the time\efforts using CATS in ERP system.
3. the confirmed time\efforts are transfered back to the cProject system, and write in the involved cProject element.
Case B: with co-integration.
1. Worklist (or timesheet?) in ERP will be generated according
     - the cProject structure and
     - customizing settings, which control, at which object can the confirmation done
     - the assigned co-object of cProject elements.
    The worklist has a co object.
2. The user capture the time\efforts using CATS in ERP system.
3. the confirmed time\efforts are transfered back to the cProject system, and write in the involved cProject element.
4. The (actual) costs are booked at ERP system due to the co-object in worklist.
5. Additionally, the cProject evaluation can read the actual costs from ERP system and display it.
Kind regards,
Zhenbo

Pay some expenses through FI and some through payroll

Friends,
Couls we configure Travel Management so that we pay some types of expenses through FI and some through payroll.
Thanks!

Hi,
As correctly mentioned, it is impossible to have both integration to payroll and FI. but i guess most of the customers are asking this functionality is for the purpose of tax reporting.
It is possible to pay the expenses via FI and then activate the payroll schema related to the travel expense to populate it into payroll cluster.(This is pretty much depends on the wage type characteristic of the expense types associated with).
Hope this helps.

Linking Travel Expense to Payroll

Dear All,
I have one requirement from HCM. I have employees who raise their Travel Advance through iView and the same will go through approval for the mentioned amount. Once the amount is approved, i need this amount to be saved in Wage type.In later stage, the employee will submit the Travel expense along with the receipts. Now here i need the automatic deduction of the amount through his payroll if the expense is below the advance raised and addition to his payroll if the advance is lesser than the expense and also there has to be a reference business trip number to be populated in the employee payroll
Can anyone tell me the configuration which needs to be taken care in Travel Management & HCM Payroll, so that i can achieve the above scenario.
Thanks
Praveen B M

Hi,
You should use SAP_WAPI_WORKITEMS_TO_OBJECT. You will set the trip "object" (BUS2089) for it as an input and it will give you all work items related to trip object. Search SDN for this function if you don't know how to call it.
Then if you need further info of any of the work items, just take a look to functions SAP_WAPI*. You will find a function to almost any purpose (related to WF) there.
Regards,
Karri
Edited by: Karri Kemppi on Nov 10, 2011 3:51 PM

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

Travel Expenses Through CATS

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