Trip Expense Approval

Hi
We have a requirement as follows :
1. Manager substitutes his secretary(who is one of his team member) for approval of work itmes through UWL.
When the secretary raises a trip expense request it comes to the manager as well as back to the secretary in UWL as the user is substitute for the manager .
In such a scenario Secretary is able to approve their own trip expense request.
Our requirement is that secretary(initiator) should not be able to approver their own trp expense requests.
Please suggest us how to implement this functionality (Badi / Workflow/ auhorizations)?
Thanks

try to use passive substitutions
o Active substitute ruling (for example, for absence due to
   vacations): In this case, the items belonging to the absent
   person are automatically assigned to the substitutes inbox (in
   addition to his own work items).
o Passive substitution (for example, for absence due to illness):
   the substitute must explicitly assume the substitution and can
   only view the items of the absent person in this mode.
You can have a check in BADI for self approval
check
http://help.sap.com/erp2005_ehp_04/helpdata/EN/46/db4302b5ee65dde1000000
0a155369/frameset.htm

Similar Messages

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

Trip expense report settlement in case of Inactive Employee

Hi T&E Experts,
We are facing a typical problem, in settlement of inactive employee trip expense report.
Details are as below:
- One of the employee moved from 1 Organisation to other. His personnel number status in old organisation is showing as "Withdrawn".
- Some of the credit-card charges on his personnel number are still pending for settlement.
- The current trip created to settle these charges is in "Approved - To be settled" status.
- Now we are trying to use "PREC" transaction to settle the trip. Transaction is rejecting the trip, as personnel number is invalid (inactive).
- Because the trip is still not in "Settled" status, we cannot use PRFI transaction to manually release the trip payment in next posting run.
We have tried different ways like making the employee active, but nothing is working here.
> Requesting your inputs to provide way-out in above case.
> Also is there any standard procedure, which is to be followed in case of settlement of Inactive Employee pending charges ?
Thanks in advance,
Aditya

Would agree with Mathieu in this case, changing the SYS_DATE on the authorization check is probably the most effective way of avoiding this as the authorization check is very strong in Travel for infotype 0000/0002/0017 etc.
FM CHECK_AUTH_AUTHP.
*    AUTHORITY-CHECK OBJECT 'P_TRAVL'
*       ID 'AUTHP' FIELD authp
*       ID 'BUKRS' FIELD p0001-bukrs
*       ID 'PERSA' FIELD p0001-werks
*       ID 'KOSTL' FIELD check_kostl
*       ID 'PERSG' FIELD p0001-persg
*       ID 'PERSK' FIELD p0001-persk
*       ID 'VDSK1' FIELD p0001-vdsk1
*       ID 'PTZUO' FIELD p0017-ptzuo
One other point is how you configure the leaving action for an employee who will be terminated (this is done via PR05 in the radio button "Organizational reassignment")
Whilst it should not be possible to create a trip/expense report for a terminated employee, however as there may still be a need to process expenses with posting to FI/Payroll etc after the termination date
(Table V_T582A, for the relevant HR infotypes 0000, 0001 and IT017 is relevant here and needs to be maintained) then the leaving action also becomes important.
Finally, keep in mind that credit card expenses if you use CC clearing go to the error file for inactive employees
This is mentioned in the wiki Processing credit card receipts and expenses for inactive employees - ERP Human Capital Management - SCN Wiki
Hope it helps
Sally

ESS Portal Trip/Expense form only prints the first page

Good morning;
Our users reported that when they display a trip/expense via Portal and then right mouse click in order to print the trip, only the first page prints out. If they go to the SAP Gui and run the TRIP transaction and display the trip in Print Preview form and print it, they get all the pages of the trip/expense printed.
Has anyone ever run into this strange issue before?
Thanks.
Scott.

Thanks for the quick response.
I'm assuming that you are refering to the IMG Path:
Cross-Application Components->Homepage Framework->Resources
->Define Resources
Select activity Define Resources (Change Entries)
When I check this in the IMG, we do not have a resource called EMPLOYEE_TRAVEL_TRIPFORM_SRV05.
Currently we are on ECC 5.0 and note 525862 references Rel 4.6c so I know that those corrections are part of our system. The 812903 note refers to ECC 6.0 only so this note I believe would not help us.
Should I add the resource EMPLOYEE_TRAVEL_TRIPFORM_SRV05 to the Configuration?
I see that note 1140369 references something about the EMPLOYEE_TRAVEL_TRIPFORM_SRV05 resource and has something to do with hight of the Trip form.
Scott.

Regarding trip expense amount eligibility

hi friends ,
i have a scenario like this when ever an employee is creating trip expense report through TC-TRIP,a check sud be there which will checks his eligibility amount against individual expense type it must come in a message or in a seperate field or directly the eligible amount can come.
how shall i proceed is there badi or user exit is there where i will write my codes.
please help me ........

Go to SE24
Provide Object type as CL_EXITHANDLER
Click on GET_INSTANCE method.
Put Break point at CALL METHOD cl_exithandler=>get_class_name_by_interface
Now go to Trip Transaction then you will able to find set of EXIT names.

Internet Expenses Approver

Hi,
I have quenstions regarding the Internet Expenses approver lov.
1) How to restrict the Approver LOV by grade?
2) Where is the location of OIEAPPROVERLOV.xml in unix dir?
Appreciate if anyone can advise on this.
Thanks and Regards,
SC

Consider using AME for dynamic approvals. You can set up a rule based on grade.
Regards
Tim

Document Types Setup for Expense Approval and Payable Invoice

Hi,
Can anyone please suggest Document Types Setup for 'Expense Approval' and 'Invoice Approval' and its tables related to the same. Table storing its document_type_code and wf_approval_itemtype as we have for PO_DOCUMENT_TYPES_ALL table for Purchase Order.
Thank You.
Regards,
Meghana

Hi
It could be because of main memory problem... so Restrict your selections and do the statistical setup
by the way how many comp codes you have? restrict with comp codes or doc ranges
Thanks,

POs and Expenses Approval to be done through Blackberry

Hi All,
I am seeking advice on approving POs and Expenses approval through blackberry.
Currently, we are using Oracle Purchasing and iExpenses alongwith other applications of Oracle E-Business Suite (version 11.5.10 on Solaris) and we want to make the system compliant with blackberry, so that people who are using blackberry would be able to approve expenses or POs using the same instead of logging into system using laptops.
Kindly, advice me if this can be achieved using BPEL?
Please let me know if you require any other information from me.
Regards,
Himanshu

If it's a windows application, you pretty much need Windows. Barring having the source code for your application, your initial approach via bootcamp seem to be the cheapest quickest solution. It might be time to just buy a version of windows and set it up via bootcamp.
I had a similar issue with a software, but luckily they had a version for linux. I was able to install Ubuntu on a partition, and get the software working. Perhaps your application has a linux version to can access?

Whether the trip expense report/trip request has been assigned to a wbs?

Hi Gurus,
I need the logic in determing the following:
- A trip expense report (PR05) has been assigned to a wbs. I have to determine this at header level and item level (individual receipts).
- A trip request (TRIP) has been assigned to a wbs. I have to determine this at the header level alone.
Thanks,
Sukumar.

Hi there,
I am not talking about ESS here. I am in ecc6.0. I have the costs assigned for a travel expense report in PR05 at two levels:
1) At the header level. The cost of the entire travel is assigned.
2) For each item in the travel expense report. The cost of individual items in the travel are assigned.
Let me know, if this provides clarity.
Thanks.
Sukumar.

Expense request getting errored out after Expense approver rejected

Dear Experts,
I am facing issues where employee expense request is getting errored out when the expenses approver reject the Request.
We are using a workflow to move this request.
Once the employee submitted the expense request. We are having 2 level approval of his/her. Supervisor at the 1st and Expense approver at 2nd level
In the 2nd phase the Expense approver rejecting the travel request to make modifications, however the rejected request is NOT routing back to the employee.
Any assistance highly appreciated

Hi Venkat,
Many thanks for your reply
The required work flow is properly configured. I can see after rejection it has been routed to the employee again.
However after rejection its getting errored out, any idea on the possible reasons, does er approver is selecting or inputing any incorrect parameters.
Regards,
Tamiz

IExpenses - Answer to the request of more information for Expense Approval

Hi,
I have Oracle E-Business Suite 11.5.10.2 installed. And the answer to the request of more information for Expense Approval does not appear to the approver. The "requestor" perform the reimbursement request to the "approver", and the approver requests more information through the notification sent, the requestor answer the message after that and the notification goes to the approver without any message.
Thanks,
Nézio

The request for information is received properly by the employee who submitted the expenses, but their response is not received by the approver, the approver just sees the same as the original notification. This is working properly in iProcurement but not in iExpenses.
Thanks
Amanda

Track Changes in Trip Expense Amount

I have an expense type HOTEL.
Employee creates a travel expense report and puts 1500 for hotel and saves it.
Aprrover gets to see that amount, changes it to 1000, and approves it.
My question is how can I track this that the amount has been changed from 1500 to 1000. In PRTE it shows for AEND one can see who has changed a trip and when. But in BELEG it shows the amount 1000 which is the latest one.
In contrary, all changes in the Advance can be tracked through VSCH, may be because of different line items for each change.
I want to track the change in the amount of HOTEL from 1500 to 1000.
How can I achieve it?

Hello,
This is not possible. As long as the trip is not yet posted you cannot track the receipt amount. Unless when it is already posted by changing the trip you get a new version which you can compare with the old version.
For advance this is difference. The reason is that the advance cannot be change once you have save the trip.
You can create your own Z report to track this down and use a reporting tool to have a statistic.
Regards,
Raynard

Program Exit for Travel Expense approval workflow

Dear Experts,
When a travel expense request is raised from the portal, the requester can attach certain documents like Files, notes to the same for the approver to see.
But when the approver sees the request in his UWL, he is not able to see the documents that the requester attached while creating the request.
I used a Program Exit for the same to happen, which creates a custom Event of a Custom BO, which in turn is attached to a standard task, that calls a method of an ABAP Class, that in turn attaches the document for that particular Employee and trip number.
But I am not able to View the document in the UWL.
Am I missing anything?
Please help..
Note: I reffered the following document (which was very helpful):
http://scn.sap.com/docs/DOC-29492

Try changing the behavior of the uwl when calling a SAP GUI from the default ITS to WIN GUI since you can't display documents on ITS:
Content Administration->Portal Content->Portal Users->Standard Portal Users->Universal Worklist->UWL - Launch SAP Transaction
Under Property Category choose Content - Transaction. Set the property SAP GUI Type to SAP GUI for Windows.

Travel expense approval worklfow

Hi,
i have used standard workflow : WS20000040 for travel expenses, i can able to trigger the event when travel expense form created and also i can approve the trip,but i want to know whether it's really got approved or not,please let me know how to check it, whether it is getting updated in any table after approving ..
Thanks in advance.
ram

Hi,
Please check in the Table PTRV_PERIO .
It has all the trip status updation and one of the important table for all travel related standard reports.
The fields are :
ANTRG ANTRG CHAR 1 0 Travel Request or Trip Approved (Indicator) Travel Request status
ABREC ABREC CHAR 1 0 Open / To be Settled / Settled (Indicator) Travel settlement status.
Regards,
Sabari Prabhu.

Attachement not opened in UWL for trip requuest approver in workflow:

Hi All,
Issue Description:
Attachment not opening in UWL while send for approval of Travel Request but opening in ECC.
Issue Object:
BO: BUS2089 Method: Display
Created a custom BO: ZBUS2089 and delegated to standard BUS2089.
Looked Solutions:
SAP Note :
568323 - Travel manager: Services for the object
596584 - Travel manager - Services for the object II
But not applicable for this version.
Brief Description:
An employee raising a travel request in his login while rising, he attaching the bill scanned copy in the travel request.
Step: 1 Clicking Create New Travel Request
By clicking Attachment Button Adding Attachment:
Attaching a word document
Trip is saved and send for approval:
Travel Request for Approval is received in Work item:
Opening the work item from UWL:
Now by Clicking the Object and attachment Employee Trip 0000000079 viewing trip Details
Now opening the Attachment List:
Attachment List is displayed:
Selecting the line item and displaying the attachment by Pressing Display Button:
Word Document Not opening.
But In ECC
Attached word document is opened:
Please Provide solution for the Problem.
Please find the attached document for the Screenshots.

I'm not sure this is similar to your problem but I had an issue once with opening word documents from the UWL and I think that the problem was that it was opened via ITS and ITS didn't not open word documents. try to set the links to open in winGUI and maybe than they will work.
In the portal go to:
Content Administration->Portal Content->Portal Users->Standard Portal Users->Universal Worklist->UWL - Launch SAP Transaction
Under property category choose 'content - transaction' and set 'SAP GUI Type' to 'SAP GUI for Windows'.
maybe it will help your problem as well.

Trip Expense Approval

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