Allocate expenses across different company codes

[S0024291658]

Hello all, we have a requirement to allocate costs across two different company codes.  As an example, I am doing work for our Canada company code.  I want to charge some or all of the expenses to that company code.  Is there a way to do this?  What configuration or settings is needed in Concur and/or SAP?  

Thank you 

Cheryl

[KevinD · Accepted solution]

@S0024291658 allocating can definitely be done. Are you asking from a site administrators perspective or as an end user? I'm asking because most companies set up the ability to allocate before they go live. 

When you are working on an expense entry on your report, you should see a link that says Allocate above all the entry fields you will fill out. Use this link to get to the Allocate window. Click Add to start allocating. You will see all the available fields that you can use to allocate. There should be a Company Code field that you can choose from. If you do not see this field then it has either been hidden and/or not configured to be used in allocations. If that is the case, you would need to submit a help ticket to SAP Concur, because this would involved configuring forms and fields, which can only be accessed by SAP Concur or those of our customers who have completed our Advanced Configuration training.

[Laurence7]

Hello,

The allocation of the expenses in Concur is ok but the report returns as 'failed' from SAP.

What are the requirements in SAP to allocate the right cost to the right company sent from 1 report.

Thanks for your help.

[MLMZ]

Hello @KevinD!

I have the same problem like @Laurence7 had in 2022.

Our jonitors have their Employment contract for the company with company code 0001 but from time to time they have expenses for our second company with company code 9000.

At the start of a new report they change their default comany code and cost center (which are stored in your profiles) to the company code (9000) and cc they want allocate to.

In Concur everything is fine so far but the report returns as 'failed' from SAP.

SAP take the company code from the profile (it is in the "head" of the JSON file) and the cc from the report. The cc doesnt exist in this company code.

How can I tell the system to always take the company code from the report and not the one from the user profile?

[KevinD]

@MLMZ instead of changing the company code when they start a report, you might need them to use the Allocation option for their entries. 

Are you familiar with using this option?

[MLMZ]

@KevinD Thank you for you quick response.

We tried the Allocation option for their entries. 

Now SAP try to book on the right profit center but still take the wrong cost company code (the one from the profile).