SAP Travel Management SystemApprover.ppt
2023年3月2日星期四,SAP Travel Management System-Approver,Oct 18,2007,2023年3月2日星期四,page 2/,Overall Process Flow,Business require you to take a trip,Trip Needed,You make A trip request formanagerapproval,RequestAtrip,NOT in scopeYou entertrip time,destination,book flight,hotel,rentalcar use GDS,Plan and book a trip,TRIP,Employeeentertrip dataManagercheckand approval for settlement,Addtripdata,The systemsettlethe trip Employeecanprint tripreport,Settlethe trip,Post travelexpenseto FI for paymentTrip costtransferredto CostAccountingfor reporting,Finance ControllingPayment,TravelRequest,TravelPlanning,Travel Expenses,2023年3月2日星期四,Approve Travel Request,2023年3月2日星期四,page 4/,Travel Request Approval Process,Travel Request,2023年3月2日星期四,page 5/,Receive the Trip Request in Email box,The approver enters into the email and the system will remind you to logonSAP and then click on“Workflow inbox SAP”to review the travel request.,Click to Log on SAP,2023年3月2日星期四,page 6/,Log on SAP Alternative Method,Step1.Input employee IDStep2.input password,Choose PR2-XXX,2023年3月2日星期四,page 7/,Receive Trip Request in SAP Workflow Inbox,2023年3月2日星期四,page 8/,Review Trip Request,Click on the button of Employee Trip to review trip request.,2023年3月2日星期四,page 9/,Review Trip Request(Continued),The approver can review the details of trip request by clicking the Simulate button.,2023年3月2日星期四,page 10/,Approvers Decision Step,There are four alternatives as below which the approver can choose one of them.,2023年3月2日星期四,page 11/,Action 1:Approve Trip Request,2023年3月2日星期四,page 12/,Action 2:Correct Trip Request,2023年3月2日星期四,page 13/,Action 2:Correct Trip Request(Continued),Once approver clicks the button of Correct trip request,comment is required.Then press on Save button.Traveler will receive an email for correction.,2023年3月2日星期四,page 14/,Action 3:Reject Trip Request,2023年3月2日星期四,page 15/,Action 3:Reject Trip Request(Continued),Once approver clicks the button of Reject trip request,comment is required.Then press on Save button.Traveler will receive an email for rejection.,2023年3月2日星期四,page 16/,Action 4:Cancel and keep work item in inbox,Approver can choose the option of Cancel and keep work item in inbox if the approver wants to review it later.In this situation,traveler will not receive any information.,2023年3月2日星期四,page 17/,For travel need 2nd level Approval,If the 2nd approver rejects or asks for correct travel request,both traveler and 1st level approver will receive the email notification.,2023年3月2日星期四,Approve Travel Expense Report,2023年3月2日星期四,page 19/,Travel Expense Report Approval Process,ExpenseReport,2023年3月2日星期四,page 20/,Receive the Expense Report in Email Box,The approver enters into the email and the system will remind you to logonSAP and then click on“Workflow inbox SAP”to review the Expense Report.,2023年3月2日星期四,page 21/,Receive Expense Report in SAP Workflow Inbox,2023年3月2日星期四,page 22/,Review Expense Report,Click on the button of Employee Trip to review Expense Report.,2023年3月2日星期四,page 23/,Review Expense Report(Continued),The approver can review the details of Expense Report by clicking the Simulate button.,2023年3月2日星期四,page 24/,Preview Expense Report-Output,Page 1,Page 2,2023年3月2日星期四,page 25/,Preview Expense Report Output(Continued),Page 4,Page 3,2023年3月2日星期四,page 26/,Approvers Decision Step,There are four alternatives as below which the approver can choose.,Approvers action and requirement same as Trip Request.,2023年3月2日星期四,page 27/,Expense Report with Attachment,Approver will receive attachment in SAP workflow inbox if any.,2023年3月2日星期四,page 28/,Expense Report with Attachment(Continued),Click Document,2023年3月2日星期四,page 29/,Delegation,Enter into SAP Business Workplace Go to option setting and then select workflow settings,click on Maintain Substitute.,2023年3月2日星期四,page 30/,Delegation(Continued),Select the Employee ID or Name of the person approver wants to delegate and then choose the button Create substitute.Original Approver Select Delegated Approver,.,Click the button,2023年3月2日星期四,page 31/,Delegation(Continued),Input Validity date and check Substitution active.Then save.,2023年3月2日星期四,page 32/,Delegation Successful,2023年3月2日星期四,page 33/,Helpdesk Information,Finance Share ServiceName Tel.Name Tel.Susan Zhang 021 61067065 Annie Wang 021 61067066Luna Lu 021 61067077 Jean Fu 021 61067052Jessica Chen 021 61067069 SAP Trouble Ticket Web Site:http:/,2023年3月2日星期四,page 34/,Q&A,
