Integrated Enterprise System 06/01/15Create travel expense TRIP - SAP GUI ECC 6.03 vers 3.0 1 SAP TRIP Transaction Creating a Travel Expense Report (TER)

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Presentation transcript:

Integrated Enterprise System 06/01/15Create travel expense TRIP - SAP GUI ECC 6.03 vers SAP TRIP Transaction Creating a Travel Expense Report (TER) – Tutorial

Integrated Enterprise System 06/01/15Create travel expense TRIP - SAP GUI ECC 6.03 vers Tips and Tricks Time format is based upon a 24 hour clock (military format) Use this transaction to submit a travel expense reimbursement request To save time, have your receipts scanned prior to completing your reimbursement request

Integrated Enterprise System 06/01/15Create travel expense TRIP - SAP GUI ECC 6.03 vers TRIP – Create Travel Expense SAP GUI If you are a travel arranger, use this option to change the employee number. If you are creating an expense report from a request or plan, the trip will be listed in the Open Trips section. Select the link “create expense report” to create the expense report for that trip. If you are creating a travel expense report that does not have a request or plan, select “Create Travel Expense Report”.

Integrated Enterprise System 06/01/15Create travel expense TRIP - SAP GUI ECC 6.03 vers TRIP – Create Travel Expense SAP GUI The travel expense report is displayed. If there was a request or plan, the expense should be pre populated with that information.

Integrated Enterprise System 06/01/15Create travel expense TRIP - SAP GUI ECC 6.03 vers TRIP – Create Travel Expense SAP GUI Enter the following information: Start date/time End date/time First Destination Trip Country (defaults to US) Region (if high cost) Reason for Trip Note: If a travel request or plan pre populated the information for you, please check the fields carefully to ensure they contain the correct information.

Integrated Enterprise System 06/01/15Create travel expense TRIP - SAP GUI ECC 6.03 vers TRIP – Create Travel Expense SAP GUI To get a listing of region codes, use the search button to begin the search.

Integrated Enterprise System 06/01/15Create travel expense TRIP - SAP GUI ECC 6.03 vers TRIP – Create Travel Expense SAP GUI By default only the first 500 entries are displayed in alphabetical order. Click on the upside down triangle to open the search box.

Integrated Enterprise System 06/01/15Create travel expense TRIP - SAP GUI ECC 6.03 vers TRIP – Create Travel Expense SAP GUI Enter the two digit state indicator followed by *, then select the green check mark to continue.

Integrated Enterprise System 06/01/15Create travel expense TRIP - SAP GUI ECC 6.03 vers TRIP – Create Travel Expense SAP GUI Only the region codes for that particular state will be displayed. Highlight the region code needed and then select the green check mark to continue. The CTY in the region code name stands for county.

Integrated Enterprise System 06/01/15Create travel expense TRIP - SAP GUI ECC 6.03 vers TRIP – Create Travel Expense SAP GUI If your trip contains multiple destinations, use the Additional Destinations section to add those locations.

Integrated Enterprise System 06/01/15Create travel expense TRIP - SAP GUI ECC 6.03 vers TRIP – Create Travel Expense SAP GUI Enter the following information: Date Time Location Country Region (if high cost) Reason Activity

Integrated Enterprise System 06/01/15Create travel expense TRIP - SAP GUI ECC 6.03 vers TRIP – Create Travel Expense SAP GUI By default, the trip will be posted to the account code associated to the traveler’s position. If you need to charge these expenses to an alternative cost assignment, click on the “Alternative Cost Assignment for Entire Trip, if Different to Master CA” button.

Integrated Enterprise System 06/01/15Create travel expense TRIP - SAP GUI ECC 6.03 vers TRIP – Create Travel Expense SAP GUI Enter the alternative cost assignment. The % Distrib. must total to 100. If you have any questions on the coding to be used, please contact your supervisor or fiscal office for assistance.

Integrated Enterprise System 06/01/15Create travel expense TRIP - SAP GUI ECC 6.03 vers TRIP – Create Travel Expense SAP GUI Click on the Comments button to add additional information about your trip.

Integrated Enterprise System 06/01/15Create travel expense TRIP - SAP GUI ECC 6.03 vers TRIP – Create Travel Expense SAP GUI Enter your comments in this section.

Integrated Enterprise System 06/01/15Create travel expense TRIP - SAP GUI ECC 6.03 vers TRIP – Create Travel Expense SAP GUI Use the drop down selection to select the correct activity type.

Integrated Enterprise System 06/01/15Create travel expense TRIP - SAP GUI ECC 6.03 vers TRIP – Create Travel Expense SAP GUI Double click on the activity type to be selected.

Integrated Enterprise System 06/01/15Create travel expense TRIP - SAP GUI ECC 6.03 vers TRIP – Create Travel Expense SAP GUI Use the Mileage Reimbursement section to enter your mileage. Click the “Mileage Distribution” button to enter your mileage breakdown by segment.

Integrated Enterprise System 06/01/15Create travel expense TRIP - SAP GUI ECC 6.03 vers TRIP – Create Travel Expense SAP GUI For each segment, enter the following information: Date Miles Vehicle Type (use drop down menu) Starting location Ending location Vehicle Types:

Integrated Enterprise System 06/01/15Create travel expense TRIP - SAP GUI ECC 6.03 vers TRIP – Create Travel Expense SAP GUI Enter your expense receipts. Use the drop down to select the expense type you are claiming. Note: Each expense type has different requirements. You will need to complete all of the required fields in order for the expense to be accepted.

Integrated Enterprise System 06/01/15Create travel expense TRIP - SAP GUI ECC 6.03 vers TRIP – Create Travel Expense SAP GUI Double click on the expense type to be added to the expense report.

Integrated Enterprise System 06/01/15Create travel expense TRIP - SAP GUI ECC 6.03 vers TRIP – Create Travel Expense SAP GUI After you have entered all of the required information, select “transfer” to add the expense to your expense report. Enter any required information for the expense you are adding. Note: Each expense type has different requirements.

Integrated Enterprise System 06/01/15Create travel expense TRIP - SAP GUI ECC 6.03 vers TRIP – Create Travel Expense SAP GUI Use the “Results” button to review the expense report prior to submitting for supervisory approval.

Integrated Enterprise System 06/01/15Create travel expense TRIP - SAP GUI ECC 6.03 vers TRIP – Create Travel Expense SAP GUI This portion of the Statement contains an overview of the trip. Use the right scroll to view more of the trip results.

Integrated Enterprise System 06/01/15Create travel expense TRIP - SAP GUI ECC 6.03 vers TRIP – Create Travel Expense SAP GUI This portion of the Statement contains a summary of expenses claimed and the Cost Assignment. Use the right scroll to view the remainder of the trip results.

Integrated Enterprise System 06/01/15Create travel expense TRIP - SAP GUI ECC 6.03 vers TRIP – Create Travel Expense SAP GUI This portion of the Statement details the Mileage Reimbursement and Subsistence Calculation. Use the right scroll to view more of the trip results.

Integrated Enterprise System 06/01/15Create travel expense TRIP - SAP GUI ECC 6.03 vers TRIP – Create Travel Expense SAP GUI This portion of the Statement details Other Individual Expense types and any additional mileage information. Use the right scroll to view more of the trip results.

Integrated Enterprise System 06/01/15Create travel expense TRIP - SAP GUI ECC 6.03 vers TRIP – Create Travel Expense SAP GUI This portion of the Statement details additional receipt information. Use the right scroll to view more of the trip results.

Integrated Enterprise System 06/01/15Create travel expense TRIP - SAP GUI ECC 6.03 vers TRIP – Create Travel Expense SAP GUI When you have finished reviewing the expense report, select the green arrow back option to return to the main expense report entry page.

Integrated Enterprise System 06/01/15Create travel expense TRIP - SAP GUI ECC 6.03 vers TRIP – Create Travel Expense SAP GUI Use the “Save” button to save and submit the expense report.

Integrated Enterprise System 06/01/15Create travel expense TRIP - SAP GUI ECC 6.03 vers TRIP – Create Travel Expense SAP GUI When you save the expense report three options will appear: Save Trip – Submit for Approval – This status will generate workflow to immediate supervisor for review and approval. Save Trip –This status will save the travel expense and WILL NOT generate workflow to supervisor. Do NOT Save Trip – This status will delete the travel expense information just entered. After selecting the appropriate option, click the “Continue” button.

Integrated Enterprise System 06/01/15Create travel expense TRIP - SAP GUI ECC 6.03 vers TRIP – Create Travel Expense SAP GUI You are now ready to attach scanned copies of your receipts using the SAP Services for Object icon. Once the trip has been saved, a trip number will be assigned.

Integrated Enterprise System 06/01/15Create travel expense TRIP - SAP GUI ECC 6.03 vers TRIP – Create Travel Expense SAP GUI Selecting the right hand portion of the Services for Object icon will open a drop down menu. Select the following: 1.DocFinity Attachment 2.Create Attachment(DocFinity)

Integrated Enterprise System 06/01/15Create travel expense TRIP - SAP GUI ECC 6.03 vers TRIP – Create Travel Expense SAP GUI A box will appear for you to select the file from your computer or network drive. Once you find the file, select the file and then select “OPEN”

Integrated Enterprise System 06/01/15Create travel expense TRIP - SAP GUI ECC 6.03 vers TRIP – Create Travel Expense SAP GUI A confirmation box will appear confirming the attachment has been created. Select “CONTINUE” NOTE: There will be a few minutes delay before you will be able to view the attachment.

Integrated Enterprise System 06/01/15Create travel expense TRIP - SAP GUI ECC 6.03 vers Additional Resources Need help? Contact the Travel Expense Help Desk: outside the Harrisburg area within the Harrisburg area