Travel Advance Settlement Status.

[Former Member]

Hi Experts,

Here is the client requirement,

While Creating a new Travel Request, the system should check if all the previouse advances of the employee (Travel Request Creator) have been settled or not.

If, all the previous advances are cleared, then only the system should allow employee to enter new advance amount for this new trip that he's going to create.

My question is,

is there any standard RFC that will return the status specific to Advance Settlement only.

I have checked one standard RFC : PTRM_WEB_TRIPS_GET_LIST

in this RFC there's a table named 'ET_TRIPS'

form this table i found all the statuses including

Travel request Status & Accounting Status

Accounting Status

SETTL_STATUS | SETTL_STATUS_NAME

0 Open

1 To be Settled

2 Settled

3 Canceled

Travel request Status

REQ_STATUS | REQ_STATUS_NAME

1 Request Created

2 Request Approved

3 Trip Completed

4 Trip Approved

5 Request Awaiting Document

6 Trip Awaiting Documents

Now following are the step-by-step status modifications happening on each stage of Trip Life Cycle.

Create Travel Request -

Accounting Status : 0 - Open.

Travel request Status : 1 - Request Created

Final Level Approval

Accounting Status : 1 - To be Settled.

Travel request Status : 2 - Request Approved

After settling the Advances from pr03

Accounting Status : 2 - Settled.

Travel request Status : 2 - Request Approved

After Creating Expense Request for the same Trip

Accounting Status : 1 - To be Settled.

Travel request Status : 3 - Trip Completed

After Final Level Approval for Expense Request

Accounting Status : 1 - To be Settled.

Travel request Status : 4 - Trip Approved

After settling the Expenses from pr05 & prfi

Accounting Status : 2 - Settled.

Travel request Status : 4 - Trip Approved

From the above observation, we can conclude that,

The Accounting Status SETTL_STATUS is common for both Travel Advances and Travel Expenses,

which is why i am not able to get the specific status, which will tell me that advances are settled or not.

Kindly guide me, how to achieve this requirement.

Thank You.

Edited by: Shreyas Pandya on Nov 16, 2009 12:13 PM

[Former Member · Accepted solution]

Hello,

please check table PTRV_HEAD (best over transaction PRTE)

The system stores indicators to know if this trip is a request, travel-plan or expense statement.

For a travel request only the field REQUEST is marked.

If also the field EXPENSES is set to X than you will know that this is already a expense statement.

Best regards,

Siegfried