Personal Car Mileage Workaround Set Up when Mileage service and Car Configuration can't be used
Due to the complexity of personal car mileage regulations in Italy, the standard Concur configuration can’t be applied. To address this, SAP has developed a tailored workaround to ensure compliance and operational efficiency.
In this article, you will find (i hope an easy) step-by-step guide to the required configuration to set up a new standard expense type with a Transaction Amount Calculation.
The same logic can be used as a base to set up Personal Car Mileage also in different countries like Czech Republic, Bulgaria, Romania, Serbia , Croatia and others with similar complexity, the only thing is that for example with other countries like Czech Republic instead of using 2 maybe you will need to use 4 Custom fields and the Amount Calculation Formula is different.
STEPS
1- Set up the New Custom fields as Numeric fields, in this example we used Custom 4 and Custom 5. You need to take unused Custom fields if you can change the data type this is the right one. Normally we use an asterisk at the beginning to identify easily which ones are in use.
This is how will look like after the set up of the new fields
2- Create a Form for the new expense type by copying an standard form for example Default, In the tab Forms select the Form and then Click on Copy Form. Afterwards find the copied form double click on it, change the name to Car Mileage Manual Input for example and click on Save.
3- Create a new Expense Type with the name of your preference for example Personal Car Mileage (Manual Input). Below the steps to follow:
A- Naming the expense
B-Assigning the new Form created to the expense type
C- Formula for the Amount Calculation (C4 and C5 are the custom fields we edited at the step 1)
D- Assigning the GL account needed (123456 is just an example)
And that's it!.
This information is already known by some people, my contribution is only to generate one more source of information that can be easily obtained.
IMPORTANT!
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