Travel - Workflow scenario

[Former Member]

Hi One & All,

I have configured Travel management, I need to set up workflow process for approvals.

My scenarios are

1. Need to have Head of the department approval for Travel request and if it is approved then the information has to send to HR.

what is the workflow do i need to use here? Is there any standard?

2. If employee submit the trip expense report, then it should have 3 level approval, approvers are reporting managers level 1, level2, level3. Once the approval is done then it should got to Finance Personal.

what is the workflow do i need to use here? Is there any standard?

For these what are the roles do i need to maintain for traveler, HOD and Reporting Manager and Finance manager?

Please suggest me.

Thanks,

SanjK.

[Former Member]

Hi,

1. Standard workflow for travel are:

Workflow for Travel Request: WS20000050

Workflow for Travel Expense : WS20000040

both of them contain user decision to approve travel. your job is to choose who will be agent to approve that travel.

you can create function module to get approve that meet your requirement.

2. to create 3 level approver , you can use dummy object (of user decision) to approve. because you can't set trip status from recorded to approved 3 times consecutively.

hope it helps..

[former_member131723]

1) check the documentation in Tcode PE03 - TRVPA - WRP for possible customising entries in standard

"With entry "WRP" you control how the dialog (travel manager, travel

expense manager, weekly report) responds when a trip is saved"

2) check for your needs additional customising in workflow for BUS2089 - the standard delivered workflow template doesnt include any steps after the trip is 'rejected' by manager - you can add an additonal step using 'CANCEL'