To configure this feature:

1. Ensure the following features are configured:

   • Configuring the SAP Concur Integration
   • Configuring Medical Events
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
   medical_event__v	CRED	All appropriate object types	concur_report_name__v expense_amount__v expense_post_status__v submit_expense__v	Edit
   event_attendee__v	CRED	All appropriate object types	incurred_expense__v expense_attendee_type__v	Edit

6. Navigate to Admin > Configuration > Objects > medical_event__v > Layouts and edit the appropriate layout.

7. Add the following fields to the medical_event__v layout:

   • expense_amount__v
   • submit_expense__v

8. Add the following columns to the Event Attendees section of the medical_event__v layout:

   • incurred_expense__v
   • expense_attendee_type__v

To submit a medical event expense to SAP Concur:

1. Edit the appropriate medical_event__v record.
2. Populate the expense_amount__v field with the appropriate expense amount.
3. Navigate to the Event Attendees section.
4. Add or edit all appropriate attendees to the medical event. Ensure the incurred_expense__v check box is selected for all attendees who incurred expenses during the medical event.

5. Select the submit_expense__v check box to mark the medical event as ready to submit to SAP Concur.

   

6. Save the medical_event__v record.