SAP Create a Travel Expense Tutorial TRIP

7/23/2019 SAP Create a Travel Expense Tutorial TRIP

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SAP TRIP Transaction

Creating a Travel Expense

Report (TER) Tutorial


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Tips and Tricks

Tips and Tricks

Time format is based upon a 24 hour clock(military format)

Use this transaction to submit a travelexpense reimbursement request

To save time, have your receipts scannedprior to completin your reimbursementrequest


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T!"# $ %reate Travel &xpense '# U"

If you are a travel arranger, use thisoption to change the employee number.

If you are creating an expense reportfrom a request or plan, the trip will belisted in the Open Trips section. Select

the link create expense report! tocreate the expense report for that trip.

If you arecreating a travelexpense reportthat does not

have a request orplan, select

"reate Travel#xpense $eport!.


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The travel expense report is displayed. Ifthere was a request or plan, the expense

should be pre populated with thatinformation.


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#nter the following information%

Start date&time#nd date&time'irst (estinationTrip "ountry )defaults to *S+$egion )if high cost+$eason for Trip

ote% If a travel request or plan prepopulated the information for you, pleasecheck the fields carefully to ensure they

contain the correct information.


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To get a listing of region codes, use the

search button to begin the search.


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-y default only the first // entries are

displayed in alphabetical order. "lick onthe upside down triangle to open the

search box.


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#nter the two digit state indicatorfollowed by 0, then select the green

check mark to continue.


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Only the region codes for that particular

state will be displayed. 1ighlight theregion code needed and then select the

green check mark to continue.

The "T2 in the region code name stands forcounty.


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If your trip contains multiple destinations,use the 3dditional (estinations section to

add those locations.


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#nter the following information%(ate

Time4ocation"ountry$egion )if high cost+$eason3ctivity


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-y default, the trip will be posted to theaccount code associated to the traveler5s

position. If you need to charge theseexpenses to an alternative cost assignment,

click on the 3lternative "ost 3ssignment for#ntire Trip, if (ifferent to 6aster "3! button.


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#nter the alternative cost assignment.The 7 (istrib. must total to 8//. If youhave any questions on the coding to beused, please contact your supervisor or

fiscal office for assistance.


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"lick on the "omments button to addadditional information about your trip.


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#nter your comments in this section.


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*se the drop down selection to select thecorrect activity type.


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(ouble click on the activity type to beselected.


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*se the 6ileage $eimbursement section toenter your mileage.

"lick the 6ileage (istribution! button toenter your mileage breakdown by segment.


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'or each segment, enter the followinginformation%

(ate6iles9ehicle Type )use drop down menu+Starting location#nding location

9ehicle Types%


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#nter your expense receipts. *se thedrop down to select the expense type you

are claiming.

ote% #ach expense type has differentrequirements. 2ou will need to completeall of the required fields in order for the

expense to be accepted.


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(ouble click on the expense type to beadded to the expense report.


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3fter you have entered all of the requiredinformation, select transfer! to add the

expense to your expense report.

#nter any required information for the

expense you are adding.

ote% #ach expense type has differentrequirements.


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*se the $esults! button to review theexpense report prior to submitting for

supervisory approval.


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This portion of the Statement

contains an overview of the trip.

*se the right scroll to view more ofthe trip results.


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This portion of the Statement

contains a summary of expensesclaimed and the "ost 3ssignment.

*se the right scroll to view theremainder of the trip results.


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This portion of the Statement details

the 6ileage $eimbursement andSubsistence "alculation.



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Other Individual #xpense types andany additional mileage information.



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additional receipt information.



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ECC 6.03 vers 3.0 2"


:hen you have finished reviewing the expensereport, select the green arrow back option toreturn to the main expense report entry page.


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*se the Save! button to save and submit

the expense report.


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:hen you save the expense report three

options will appear%

Save Trip ; Submit for 3pproval ; Thisstatus will generate workflow toimmediate supervisor for review and

approval.

Save Trip ;This status will save the travelexpense and :I44 OT generate

workflow to supervisor.

(o OT Save Trip ; This status will

delete the travel expense information


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2ou are now ready to attach scannedcopies of your receipts using the S3=

Services for Ob


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Selecting the right hand portion of theServices for Ob


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3 box will appear for you to select the filefrom your computer or network drive.

Once you find the file, select the file andthen select O=#!


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3 confirmation box will appear confirmingthe attachment has been created. Select

"OTI*#!OT#% There will be a few minutes delay

before you will be able to view theattachment.

d


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ECC 6 03 vers 3 0 36

dditional !esources

*eed help+

%ontact the Travel &xpense elp -esk.

/0101240323 outside the arrisbur area/0543054/ 6ithin the arrisbur area

%o0travelaudits7pa8ov

Documents

SAP Create a Travel Expense Tutorial TRIP