Help CenterTravel Request Parametrization in Operations Management
Purpose
The Travel Request Parametrization section allows administrators to define approval hierarchies and system integrations for travel-related workflows.
By configuring approvers and integration statuses, organizations can ensure that travel requests follow the correct validation path.
This setup enhances transparency, automates request validation, and guarantees consistent approval logic across all business units.
Path
Control Center → Operations Management → Travel Request
Accessing the Configuration
The Travel Request module includes two key configuration areas:
-
Approvers
-
Integrations
1. Approvers Configuration
Path
Operations Management → Travel Request → Approvers
Purpose
Defines the users responsible for approving travel requests based on user, cost center, and project parameters.
This ensures that each request follows the appropriate chain of authorization before integration or reimbursement.
Configuration Fields
| Field | Description |
|---|---|
| Users | Selects the individual(s) who can approve travel requests. Multiple users can be assigned to the same rule. |
| Cost Centers | Defines whether the rule applies to all cost centers or specific ones (e.g., Employee Travel, Sales Operations). |
| Projects | Allows restriction of approval scope to certain projects or all projects. |
| Self-Management | When enabled, allows users to manage their own travel requests without requiring external approval. |
Example
| Field | Example Value |
|---|---|
| Users | Carla Leite |
| Cost Centers | All |
| Projects | All |
| Self-Management | Enabled |
Interpretation:
This configuration allows Carla Leite to approve all travel requests across cost centers and projects. Users under this setup can also manage their own requests.
2. Integrations Configuration
Path
Operations Management → Travel Request → Integrations
Purpose
Defines the status that triggers system integration — for example, when a travel request becomes visible for reimbursement or financial reporting.
This ensures that only fully validated requests are processed downstream (e.g., linked to expense management or project cost tracking).
Configuration Fields
| Field | Description |
|---|---|
| Status for Integration | Selects the workflow status that allows integration (typically Approved). This status determines when the travel request is considered final for processing. |
Example
| Field | Example Value |
|---|---|
| Status for Integration | Approved |
Interpretation:
Only travel requests in the Approved state will be sent for integration, ensuring that incomplete or rejected requests are excluded.
Usage
Once configured, these rules control the travel request validation process across the organization.
-
Approvers automatically receive validation notifications based on their configuration.
-
Approved requests can be automatically integrated with downstream modules such as Billing, Cost Management.
-
Self-Management users can streamline their approval process when authorized.
Best Practices
- Align approvers with company hierarchy to maintain internal control.
- Use specific cost centers or projects to limit approval scope when necessary.
- Regularly review approver lists to prevent unauthorized validations.
- Ensure the integration status matches your organization’s approval workflow (e.g., only “Approved” moves to finance)
Summary
| Item | Description |
|---|---|
| Feature | Travel Request Parametrization |
| Location | Operations Management → Travel Request |
| Objective | Define approval rules and integration status for travel requests |
| Key Fields | Users, Cost Centers, Projects, Self-Management, Status for Integration |
| Typical Status for Integration | Approved |
Related Articles
Timesheet Parametrization in Operations Management
Resource Management – Allocations Integrations
Operations management - Billing
Cost Centers - Setup