Course Description

A student or a working professional taking up this course would be able to perform all the below mentioned activities after completing this tutorial
a) Enter, Settle, Pay and Post trips
b) Sort necessary settings in Implementation
c) To set up Standard form
d) Generate Travel Management queries
e) Understanding the business processes involved in requesting for a trip
f) Selection of travel services
g) Working out online bookings

Targeted Audience for AC270 Travel Management are

a) Consultants
b) Project Teams

Prerequisites required for learning AC270 Travel Management

a) AC010 Business Processes in Financial Accounting
b) HR050 Business Processes in Human Capital Management

The ultimate goal of this project AC270 is

a) Enable user or the participant who had taken up AC270 Travel Management to
b) Enter, Settle, Pay and Post trips
c) Map out Enterprise-Specific Travel guidelines in system using Travel Management Customizing.
d) Use Travel Planning Application
e) Set up customized Travel Management system for meeting the requirements of the enterprise

Course Content

Lesson 1 Travel Management
This lesson consists of Travel Management process, Master Data and its concepts

1.1 Travel Management Environment
This session explains
a) Integration of overall process of SAP Travel Management

1.2 Travel Management Process and Master Data
This session explains
a) HCM Master data and use of Travel Planning, expenses and Setting up HCM Master Data

Lesson 2 HCM Master Record and Vendor Master Record
This lesson involves about HCM Mini Master Record and Vendor Master Record

2.1 More Info about Employee Master Record
This lesson enhances the importance of
a) Creating a mini-master record for employee
b) Understanding setting up of customizing HCM mini-master

2.2 Creating a Vendor Master Record for the Employee
This session creates
a) Vendor master record which corresponds to personal number

Lesson 3 Entry, Approval and Processing of Travel Expenses
This lesson describes
a) Organizational Forms
b) Travel Management
c) Mobile Travel Expenses.

3.1 Creating and Maintaining Travel Expense Report
This session distinguishes between
a) Possible Organizational forms
b) Entry Scenarios
c) Cost Distribution Procedures

3.2 Different Methods of Creating Expense Reports, Entering Advances and Approving Tips
This session uses
a) Alternative Entry scenarios
b) Trip Advances
c) Approval Program
d) Approval Workflow

3.3 Mobile Travel Expenses
This session explains some theories such as
a) Installing Mobile Travel Expenses
b) Enable entering Travel expenses offline in Offline Travel Expenses
c) Synchronizing travel expenses

Lesson 4 Settlement, Payment Processing and Posting of Approved Expense Reports
This lesson involves ideas about settling
a) Travel expenses
b) Payment and approvals.

4.1 Settlement of Travel Expenses and Printing of Reimbursement Results
This session offers assistance about
a) Settling Travel Expenses
b) The process of utilizing a Travel Form

4.2 Transfer of Settled Values from Travel Management of Financial Accounting and Payroll
This session uses
a) Different travel methods for calculating expenses
b) Using travel expense forms

Lesson 5 Customization of Master Data for Travel Expenses
This lesson offers customization procedures and guidelines in processing the Travel Expenses

5.1 Trip Provision Variant and Number Ranges
This session enables an idea about
a) Setting up number ranges to fullfill requirements

5.2 Maintain Master Data Commonly used in Travel Expenses
This session provides thoughts about Maintenance of
a) Maser Data elements for Travel Management

Lesson 6 Travel Expenses Form Structure, Credit Card Clearing and Optical Archiving

6.1 Travel Expense Form Structure
This session tells about 
a) Adjusting standard Form
b) Form Header and Form Blocks

6.2 Supported Methods for Handling Credit Card Transactions
This session explains
a) Use of Possible Credit card processes

6.3 Different Types of Optical Archiving Available in SAP TM
This session provides
a) Entry types for Optical Archiving
b) Assigning original documents for a trip

Lesson 7 Reimbursement Amounts
This lesson offers informative sessions about reimbursements, change of rates and other calculations

7.1 Mileage Reimbursement Rates for Different Countries and Travelers
The user will be educated about
a) Setting up mileage flat rates, cumulative procedure and period parameters

7.2 Setting up Reimbursement Amounts for Meals and Accommodations
This session involves around
a) Defining Trip areas, activities and types
b) Creation of scale per Diem for meals/ accommodation.

Lesson 8 Settings for Interfaces to Payroll and Financial Accounting
This lesson offers valuable data about determination of types of expenses

8.1 Account Determination Using Expense Types and Wage Types
This session consists of concepts involving
Assigning wage types to travel expense types and symbolic accounts
Assigning Symbolic accounts to expense accounts in financial accounting

Lesson 9 Entry of Travel Requests, Plans and Integration with Expenses
This lesson revolves around SAP NetWeaver Portal, SAP EP interface, Travel Manager, requesting approvals and so on.

9.1 Entry and Approval of Travel Plan Using Travel Manager and SAP NetWeaver Portal
In this session, participants will know
a) Requesting and Planning trips with SAP NetWeaver Portal interface and Travel Manager
b) Request and Booking of Travel Services
c) Utility of SAP NetWeaver Portal interface and Travel Manager
d) Approving Travel Requests and Plans.

9.2 Entry and Approval of Travel Plans in the Back End and Conversion to a Travel Expense Report
This session involves
a) Setting up of Travel Plans
b) Integration of Travel Plans with Expenses

9.3 Using E-Travel (Amadeus) or GetThere (Sabre)
This session showcases
a) Third party planning tools 

Lesson 10 Customizing Connections to the Reservation Systems
In this lesson, the participant will learn about Customization concepts in Travel Planning.

10.1 Basic Setup of Travel Planning Customizing and Connection to External Reservation Systems
This session explains about
Basic Structure of Travel Planning Customizing
Main Structure of Travel Planning Customizing
Connection Setup to external reservation system

Lesson 11 Master Data for Travel Planning
This lesson emphasizes strong focus on Travel Policies and Planning

11.1 Master Data for Travel Planning
This session showcases
a) Strict information about Master Data and Travel Planning
b) Defining Regions and Travel Service Providers

11.2 Setting up an Enterprise -Specific Travel Policy and applying it to Different User Groups Using Profiles
This session works ahead with the participant to ensure
a) Mapping and enterprise’s travel rules in system

Lesson 12 Process Control and Employee Self Service
In this lesson, the participant will learn about
a) Control Price and Availability
b) Price and Availability Strategies
c) Payment Methods
d) Homepage Framework
e) Internet Graphics Server

12.1 Control Price and Availability Queries by Different User Groups
This session provides information about
a) Making Settings for price and availability query to enable entry transaction.

12.2 Dialog and Settlement Control
This session denotes
a) Setting up of Dialog control for trip Schemas
b) Adapting a Screen Layout of trip data (to suit user requirements)
c) Maintenance of standard features for trip data entry and travel expenses
d) Influencing travel expense controls

Lesson 13 Authorizations and Roles in Travel Management
This lesson offers productive analysis on Authorization concepts and the roles of Travel Management.

13.1 Authorization and Roles Concept in Travel Management
This session based on Authorization concepts involves
a) Background concepts of Authorization and Travel Management roles
b) Defining the authorization objects, Travel expenses along with Travel Planning.

Lesson 14 Reporting Tools in Travel Expenses
This part of the tutorial consists of the process involved with Travel Planning and tools involved in calculating Travel Expenses and reporting them.

14.1 Reporting Tools in Travel Expenses
This session teaches how
a) To Carry out reports on services booked using Travel Planning
b) Utilization of Travel Expense reporting tools
c) Query Creation techniques

Mode of Learning AC270 Travel Management

a) Instructor-led Classroom Training
b) Online Tutorial – Tutor Based
c) Video Tutorial – Self-paced

Course Training Fee

$ 350 USD

Release Version

EHP6 for ERP 6.0