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SAP Learning

Working with Primary Configuration in Concur Invoice Professional Edition

via SAP Learning

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Overview

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This course will introduce you to configuring primary invoice-related components and how their relationships influence behavior, ensure compliance, and deliver an effective, reliable expense management environment.

Syllabus

  • Introducing Primary Configuration
    • Introducing the Global Template
    • Exploring the Invoice Configuration Relationship Diagram
    • Exploring the Invoice Primary Configuration Tools
    • Introducing Primary Configuration
  • Configuring List Management​
    • Introducing List Management​
    • Managing Custom List Items
    • Importing and Managing Lists Using the On-Demand Import​
    • Configuring List Management​
  • Configuring Forms and Fields
    • Forms and Fields: Form Types
    • Forms and Fields: Forms
    • Forms and Fields: Fields
    • Forms and Fields: Connected List
    • Forms and Fields: Form Fields
    • Forms and Fields: Validation
    • Configuring Forms and Fields
  • Maintaining Vendors
    • Importing Vendors
    • Managing Approved and Unapproved Vendors
    • Importing Vendor Access Mapping
    • Managing Default Expense Types
    • Maintaining Vendors
  • Managing Expense Types and Account Codes
    • Activating Expense Types
    • Importing Expense Types
    • Maintaining Account Codes
    • Creating General Ledgers
    • Managing Expense Types and Account Codes
  • Maintaining Workflows
    • Understanding Workflows
    • Configuring Workflows
    • Maintaining Invoice Approval Statuses
    • Configuring Email Notifications
    • Managing Confirmation Agreements
    • Maintaining Invoice Authorized Approvers
    • Maintaining Purchase Request Authorized Approvers
    • Maintaining Invoice Cost Object Approvers
    • Maintaining Purchase Request Cost Object Approvers
    • Creating and Maintaining Invoice Reason Codes and Categories
    • Creating and Maintaining Purchase Request Reason Codes and Categories
    • Maintaining Workflows
  • Managing Feature Hierarchy
    • Modifying Feature Hierarchy
    • Managing Feature Hierarchy
  • Maintaining Company Locations
    • Maintaining Ship to and Bill to Addresses
    • Maintaining Company Locations
  • Configuring Policies
    • Understanding Policy Configuration
    • Configuring Policies
  • Managing Group Configuration
    • Introducing Group Configuration
    • Configuring Employee Groups
    • Configuring Invoice Groups
    • Managing Group Configuration
  • Configuring Purchase Order
    • Creating PO Number Sequences
    • Configuring Purchase Order

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