Make fields mandatory in 2 expense type

[dmarcouxPJC]

Hi,

I've been asked to modify the configuration of two expense types to make the internal order number field mandatory.

Where in SAP Concur can I apply this change?

Thank you

[Meena_K]

Dear @dmarcouxPJC ,

To make the Internal Order field mandatory for specific expense types, the change must be applied at the Expense Entry form level within the Forms and Fields configuration. This setting cannot be enforced directly at the expense type level.

Please note that you must have the Expense Configuration Administrator (Unrestricted) permission to access and modify fields in the configuration. If you do not have this role, you will need to raise a case with Concur Support and provide details of the field and expense types that require modification.

Steps to Configure

Step 1: Validate the Expense Entry Form assigned to the Expense Type

Navigate to:
Expense → Administration → Expense Types

Open the relevant expense type and proceed to the next screen to identify the Expense Entry Form associated with it.

Step 2: Access Forms and Fields Configuration
Navigate to:
Expense → Administration → Forms and Fields

Step 3: Update the Field Requirement

• Select Form Type = Expense Entry
• Go to the Form Fields tab
• Open the form identified in Step 1
• Locate the Internal Order field
• Set the field to Mandatory (Required) for the employee role
• Save the changes

Important Consideration

Ensure that the selected form is not shared with other expense types where this requirement should not apply. If the same form is used by multiple expense types and the mandatory setting is only needed for specific ones, create a copy of the existing form, update the Internal Order field to mandatory in the copied form, and then assign this new form only to the relevant expense types.

If this answers your query, then please mark solution as accepted.

Regards,

Meena

[KevinD · Accepted solution]

@dmarcouxPJC if you don't have the Unrestricted permission, you will need to submit a Help ticket to Concur Support to get the fields changed.