Submitting Call Expenses to SAP Concur
Expenses of submitted call reports can be automatically sent to a connected SAP Concur app, eliminating the need for manual entry in both systems. This streamlines the expense reporting process and saves time for end users.
Who can use this feature?
- Browser, iPad, Windows Users
- Users do not require an additional license
- End Users
Configuring Call Report Expenses with SAP Concur
End Users
To configure this feature:
- Ensure Configuring the SAP Concur Integration is complete.
- Navigate to Admin > Users & Groups > Permission Sets.
- Select the appropriate permission set.
- Select the Objects tab.
-
Grant the following permissions:
Object
Object Permission
Object Types
Fields
Field Permission
call2__v
CRED
All appropriate object types
- expense_amount__v
- expense_post_status__v
- concur_report_name__v
Edit
- Navigate to Admin > Configuration > Objects > call2__v > Layouts and edit the appropriate layout.
- Add the expense_amount__v field to the call2__v layout.
Submitting a Call Report Expense to SAP Concur as
End Users
To submit a call report expense to SAP Concur:
- Edit the appropriate call2__v record.
- Populate the expense_amount__v field with the appropriate expense amount.
- Submit the call. The expense_post_status__v field automatically populates with pending__v, indicating the expense is pending submission to SAP Concur as part of the next scheduled run of the Concur Sync job.
