To configure this feature:

1. Ensure the following configuration is complete:

   • Configuring the SAP Concur Integration
   • Capturing Expenses on the Call Report
2. Navigate to Admin > Users & Groups > Permission Sets.
3. Select the appropriate permission set.
4. Select the Objects tab.

5. 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
   expense__v	CRED	call__v	amount__v call2__v expense_type__v mobile_id__v transaction_date__v description__v concur_report__v concur_report_id__v concur_response_timestamp__v concur_response_receipt_timestamp__v concur_system_id__v concur_system_receipt_id__v concur_status__v override_lock__v	Edit
   expense_type__v	CRED	All appropriate object types	active__v exclude_from__v expense_code__v name__v	Edit

To configure this feature:

1. Ensure the following configuration is complete:

   • Configuring the SAP Concur Integration
   • Capturing Expenses on the Call Report
2. Navigate to Admin > Users & Groups > Permission Sets.
3. Select the appropriate permission set.
4. Select the Objects tab.

5. Grant the following permissions:

   Object	Object Permission	Object Types	Fields	Field Permission
   call2__v	CRED	All appropriate object types	expense_amount__v	Edit
   expense__v	CRED	call__v	concur_report__v	Read
   			amount__v call2__v description__v (optional) expense_type__v mobile_id__v transaction_date__v	Edit
   expense_type__v	R	All appropriate object types	name__v exclude_from__v expense_code__v	Read

6. Navigate to Business Admin > Objects > vmobile_object_configuration__v.

7. Activate the following VMOCs for the appropriate platforms:

   • expense_type__v
   • expense__v

To allow end users to select different expense types when entering calls, admin users must create an expense_type__v record corresponding to each SAP Concur Expense Type Code. To retrieve the list of expense codes from SAP Concur:

1. Sign in to SAP Concur as an admin with access to Expense Admin.
2. Navigate to Localization > Export Localization.
3. Select Expense Types.
4. Select Export.
5. Open the downloaded localization txt file. This file contains available Expense Type Codes used for mapping to expense type.

Once the Expense Type Codes are retrieved from SAP Concur, create corresponding expense_type__v records in Vault CRM for each code. To create an expense_type__v record:

1. Navigate to Business Admin > Objects > expense_type__v.
2. Select Create.
3. Complete the appropriate fields. Ensure these fields are populated as follows:
   • active__v - This check box must be selected
   • exclude_from__v – This multi-select picklist must not have call__v selected
   • expense_code__v – Populate this field with the corresponding SAP Concur Expense Type Code

   

4. Select Save.

expense_type__v records for call expenses can also be used with Events Management. Parent expense types are not supported. For more on Events Management expense types, see Creating Expense Types.

To view expense line mappings for expenses submitted to SAP Concur, navigate to the Expense Line to Expense Entry section of the Concur Admin page.

The following mappings are available by default:

To create multiple expenses on the call report for SAP Concur:

1. Navigate to the Expenses section of the call report.
   
   
2. Select Add Line.
   
3. Populate the following fields:
   • transaction_date__v – Defaults to the call_datetime__v or call_date__v value
   • expense_type__v – Select the appropriate active expense_type__v record. Expense types with an exclude_from__v field containing call__v do not display for selection.
   • amount__v – Enter the expense amount
   • description__v – Enter a description for the expense. This field is optional.

   

4. Select Add Line again and repeat this process to enter multiple expense lines.
   
   
5. Save or submit the call report.

When the call is saved or submitted, expense__v records are created for the call report and the following call2__v fields are automatically updated:

• expense_amount__v – The sum of amount__v on all entered expense lines
• expense_post_status__v – Pending

When Attaching Expense Receipts for Call Reporting with SAP Concur is enabled, receipts are saved to the parent call. Receipts are consolidated and submitted to SAP Concur with the call report.

Expenses are synced to SAP Concur in scheduled syncs. For more information, see Scheduling the SAP Concur Integration Process.