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Occasional Member - Level 1

Business Area code for Cash Advance Request

Hi!

 

Can we copy a custom field data on Travel Request header to another custom field of Cash Advance Request?
We have some employee who belongs to multiple business areas, therefore, we added a custom field in the Request header to make them select the Business area code based on the purpose of the business trip, even default Business area code is set up in his/her user profile and Cash Advance area doesn't allow up to add a custom field.

We need this Business area code in exported SAE file to connect to our backend accounting system. Currently, the default Business area code of the user profile is exported to the SAE file.

Does anyone have any idea to resolve this?

Any advice or suggestion would be greatly appreciated!

3 Replies
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SAP Concur Employee
SAP Concur Employee

Re: Business Area code for Cash Advance Request

@Jake3 since you cannot customize the Cash Advance request form, you will not be able to copy the data from another area within SAP Concur. 

 

So I understand what you want, you are just looking to get the Business Area Code on the SAE, correct? If that is the case, could you create a custom field on your expense report forms for the Business Area Code and have your employees fill out that field? That way that information should appear on the SAE file. 

 

Let me know your thoughts on this.

 

Kevin


Thanks,
Kevin Dorsey
SAP Concur Sr. Training Consultant

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Occasional Member - Level 1

Re: Business Area code for Cash Advance Request

You can establish one by calling your card's customer service line. Once you have a PIN, you can visit an ATM, insert your card the same way you would a debit card, then look for the cash advance option on your account menu. You then select the amount of cash you want to withdraw, up to your card's cash advance limit.

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Occasional Member - Level 1

Re: Business Area code for Cash Advance Request

Hi Kevin,

 

Thank you for your advice.

Actually, we already added a custom field on the Expense Report and have the same field in the SAE file. Smiley Happy

We wanted to have the same field in the Cash Advance Request form, but as you mentioned, additional field cannot be added on it, Therefore, we changed our policy to meet Concur's standard which is all cash advance is managed by Cash Advance Account Code in the User profile.

 

Thanks!

Jake3