Charge travel expenses to customer

[PhilipB]

Hi All,

I wonder how you transfer the relevant data from SAP Concur onto the appropriate Sales Order (or Service Order) to pass-through for billing to the customer?

Is there any best practice to do that?
(not only posting expenses to the order, but also create a new position for billing to the customer)

Thanks and Kind Regards

Philip

[KevinD]

@PhilipB what data from SAP Concur are you referring to? 

Also, this is usually something handled through accounting and general ledgers. You set up the sales orders in List Management within SAP Concur and make these available for users to select on their expense reports. I did see you have a company hierarchy set up that includes sales orders. When users select the sales order on an report, it creates an accounting string that will pass to your company's ERP. From there, I don't know how you handle that, but that is the basic process. I didn't see any Sales Order field on the expense forms, so this might be something you'll need to do. 

I would suggest submitting a Help ticket to Concur Support unless you have full site access to edit forms and fields.

[PhilipB]

Hi Kevin.,

the expenses are posted correctly onto the Sales Order.

But we also want to invoice the travel costs to the customer. Therefore a Sales order item has to be created to get it on the bill. This is the process I refer to.

Kind Regards

Philip