This blog explains how to create a country/region version based on a generic template and then configure it to meet the country/region-specific requirements if you need a version that is not covered by the standard country/region scope of SAP Business ByDesign Expense and Reimbursement Management (ERM).
Prerequisites
- You have already included Travel & Expense Reimbursement in your solution scope.
- To use generic country/region version features for ERM, you must hire an employee. In case employee is from non-localized country/region, check the blog on Administering and Maintaining Employees in Non-Localized Countries/Regions
Steps
Following are the steps to enable generic country/region Versions in Expense and Reimbursement Management:
- Enable the generic country/region version for ERM
- Configure expenses for the generic country/region version
- Configure per diems for the generic country/region version
Enable the generic country/region version for ERM
- In the Business Configuration work center, select Implementation Project. (You must have the relevant user rights to access the Business Configuration work center.)
- Select your project and click Edit Project Scope.
- Click Next until you get to the Questions step.
- Select Travel and Expense – > Expense and Reimbursement Management – > Expense Reporting. On the right, you will see the question regarding the generic country/region version. Select the checkbox to enable generic country/region version solution.
- Select Next until you reach the Confirmation step. To complete the scoping of generic country/region version, click Finish.
- Select your project and click on Open Activity to proceed with the fine-tuning process.
- In the Fine-Tune tab, make the following selections:
- In the Show field, select All Activities
- In the Search field, enter Create New Country/Region Version
- Press Enter.
- Select the Create New Country/Region Version activity that appears and add this activity to your project if it has not been already added.
- Open the activity, and here you can define various parameters for the new Country/Region Version you want to create.
Configure expenses for the generic country/region version
- Go to the Fine-Tune tab and make the following selections:
-
- In the Show field, select All Activities
- In the Search field, enter Expense Reporting – Generic Country/Region Version
- Press Enter
- Select the Expense Reporting – Generic Country/Region Version activity and add this activity to your project if it has not already been added.
- Open the activity, and here you will find various options to configure as shown below.
- To define expenses for the new country/region version created above, select Edit expense types. You can define validity, reimbursement groups, account assignment, and so on.
Configure per diems for the generic country/region version
- Go to the Fine-Tune tab and make the following selections:
- In the Show field, select All Activities
- In the Search field, enter Per Diem Rates for Meals – Generic Country/Region Version
- Press Enter
- Select the Per Diem Rates for Meals – Generic Country/Region Version activity as shown below and add this activity to your project, if it is not already added.
- Open the activity, and here you will find various options to configure as shown below. You can define duration codes, account assignment, and company-specific and statutory rates for per diem rates for meals.
- Similar steps can be performed to configure per diems for lodging for the generic country/region version.
Summary
When you deploy this solution, the generic country/region version related activities appear in the fine-tuning activity list in the Business Configuration. You can customise it as per your requirements and also create an expense report for an employee.
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