Travel Management: Travel Expenses and Travel Planning

AC270 5 days


Travel Management: Travel Expenses and Travel Planning

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  • Use the travel expenses functions in the SAP system for entering, settling, posting, and paying expenses and make Customizing settings for legal and company-specific requirements
  • Use the Travel request functionality to request business trips including travel services to be reserved.
  • Use the Travel Planning component in the SAP system to query availability for travel services, and reserve them and make Customizing settings for company-specific travel policies


  • Project team members
  • Consultants
  • Support staff



  • None


  • AC010 Financial Accounting and Reporting
  • HR100 Essentials of Human Resources

Course based on software release

  • SAP ERP Central Component 6.0 Enhancement Package 5
  • Enterprise Portal
  • SAP Process Integration (PI)


  • Travel Management Overview
  • Introduction to HCM and FI master data
  • Entering trip data and approving trips using ESS and backend transactions
  • Settlement, posting, and reimbursement of travel expenses
  • Credit Card Clearing
  • Using optical archives
  • Settlement in accordance with company-specific, industry-specific, and country-specific regulations
  • Dialog control in accordance with company-specific requirements
  • Interface configuration
  • Using Forms for Travel Expenses
  • Travel request as part of the integrated travel management process
  • Enter travel requests and request relevant travel service for approval by the manager
  • Optional: Travel Request and Expense Report designed for the needs of public sector organizations
  • Travel Planning as part of an integrated travel management process
  • Managing travelers' personal preferences
  • Working with the ESS and backend transactions for travel planning
  • Company travel policies (preferred vendors, company-specific prices, priority levels, and so on)
  • Company-specific dialog control for planning trips
  • Reporting
  • Usage of SOA within Travel Management (Master data services)
  • Authorization Management and Roles
  • Mobile Travel Expenses Software Components • SAP ERP Central Component 6.0 Enhancement Package 5 • Enterprise Portal • SAP Process Integration (PI)


  • In this course, the functions in the following SAP releases will be examined: The content of this course is appropriate for participants on the following SAP software releases: SAP ERP 6.05. This course partly covers the functionality of the following SAP Releases: SAP ERP 5.0 and 6.0.

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