Skip to Content
author's profile photo Former Member
Former Member

Budget Check on Travel Requests and Expenses

Hello Experts,

We are implementing Travel Requests, Planning and Travel Expenses for our client, along with Funds Management.

I have a requirement to get a pre-budget check on the Travel Requests (Estimated Costs), budget check on Travel Planning like costs for Airline reservations, Rentals, hotels and also on the other Travel Expenses.

How do i approach this. Any suggestions will be highly appreciated.

Thanks,

Andy

Edited by: andy.red on Dec 1, 2011 9:13 PM

Add a comment
10|10000 characters needed characters exceeded

Assigned Tags

Related questions

1 Answer

  • author's profile photo Former Member
    Former Member
    Posted on Dec 02, 2011 at 02:43 AM

    hi,

    To integrate Travel Management with Funds Management, proceed as follows:

    ● Activate integration with Funds Management (see Integration with Travel Management).

    ● In Customizing for Travel Management, under Travel Expenses ® Master Data ® Travel Expense Types ® Create Travel Expense Types for Individual Receipts, create an expense type with the following properties:

    ○ Short name: for example, Estimated Costs

    ○ Travel Expense Category: Other

    ○ Amounts are: Estimated Costs, No Reimbursement to Employee

    When users specify estimated costs that are greater than zero in travel requests, the system creates a receipt for the estimated costs, which is forwarded as a commitment document to Funds Management.

    Add a comment
    10|10000 characters needed characters exceeded

    • Hi ,

      I am facing the same Issue in Travel and FM..

      Estimated Cost is One Wage type...

      At t he time of Travel request system commit budget from this Wage Type/GL.

      But at the the time expenses booking, system triggers another GL from expenses Types...

      The requirement is at the time of Travel Request, system should check the Budget based on Travel Activity and commit the same.

      Could you help me on this

      Regards

      Shinas

Before answering

You should only submit an answer when you are proposing a solution to the poster's problem. If you want the poster to clarify the question or provide more information, please leave a comment instead, requesting additional details. When answering, please include specifics, such as step-by-step instructions, context for the solution, and links to useful resources. Also, please make sure that you answer complies with our Rules of Engagement.
You must be Logged in to submit an answer.

Up to 10 attachments (including images) can be used with a maximum of 1.0 MB each and 10.5 MB total.