Shakti Pumps(I) Ltd

Travel & Expense Automation in SAP

Travel Process Overview

Travel Request Created (Optional)

Payment Issued

Audited by Accounting

Travel Request Approved (Optional) Trip Expense Approved

Trip Completed

Travel Overview
The Travel & Expense Automation procedure in SAP allows travel requests and trip expense statements to be created in SAP. These SAP documents are linked directly to the financial & human resource modules.

Travel Roles
Creator: Traveler Create own trips-SAP/ESS Travel Coordinator Create own trips and trips for others Travel Approver: Approve travel related requests Accounting: Audit Expense Reports and submit for payment

Seven Step Process

1. Travel Request Created

2. 3. 4. 5. 6. 7.

Travel Request Approved Trip Completed Trip Expense Report Created Trip Expense Report Approved Audit by Accounting Payment Issued

Travel Request
The traveler or travel coordinator creates a Travel Request in SAP. Once the request is completed, it is submitted to the designated travel approver for approval.

Travel Request Approved

The travel approver has four processing options: Approve Reject Return for Changes Delegate Approval

Trip Completed
The traveler completes the trip.

Trip Expense Created

The traveler or coordinator creates a Trip Expense Statement in SAP.
When the statement is completed, it is submitted to the designated travel approver for approval.

Trip Expense Approved

The travel approver approve the Expenses.

Audited by Accounting

Once the Trip Expense Statement passes audit with Accounting/AP, it is submitted for payment.

Payment Issued
The State processes the payment.

Thank You