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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.



Edited by: on Dec 1, 2011 9:13 PM

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


    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.

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    • 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



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