8 Steps to Take and 9 Tips to Consider Before You Implement the Travel Management Module for Trip Expenses

  • by Kenneth Moore, SAP HR Systems Analyst
  • July 15, 2003
Travel is one of the largest controllable expenses for a company. SAP's Travel Management module (FI-TV) is designed to help a company manage these costs. The author, who worked for SAP AG as a developer of the module, gives a business process perspective on the technical configuration to help you get started, if you are planning to implement FI-TV.

Travel is one of the largest controllable expenses for a company. However, it can spiral out of control without proper policy enforcement and reporting. SAP’s Travel Management (FI-TV) module is designed to help a company manage these costs. It is made up of two applications: travel expense and travel planning. You can implement one without the other.

If you are thinking about implementing the expense processing application, you have some planning and decision-making ahead of you. It may seem simple compared to some modules, but don’t be fooled. It’s actually complex because it is designed to satisfy the legal and business requirements of numerous countries. For example, Mexico requires the use of a hard currency to report expenses. Many European countries require you to list stopovers in other countries during travel and how much time was spent there. For the United States alone, FI-TV offers three accounting methods. Add to that the best business practices enforced by the companies themselves.

What follows are an eight-step to-do list and nine strategic tips that will help you design your implementation. I’ll give you a business process perspective on the technical configuration to help you get started on planning. This article doesn’t cover all decisions to be made because each company is different and implementations can vary greatly.

Kenneth Moore

Kenneth Moore, a North Carolina native, has worked as a programmer in the realm of SAP’s Human Resources module since 1996. For two and a half of those years, he worked for SAP AG in Walldorf, Germany, as a developer of the HR Travel Management module. You may reach Kenneth at kmoore007@yahoo.com

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