Solved: Preselection of a Costcenter

UserIT7 · ‎Sep 12, 2023

Hi,

I would like to know if it is possible to preselect a forced costcenter XY (not my personal one from the profile) when the business purpose f.e. is "uniform and safety"?

Is it alternatively possible to preselect a costcenter for a special "expense type" instead of the one from the personal profile?

Thank you and regards

MelanieT · ‎Sep 13, 2023

Hi @UserIT7 , I hope you are doing well! Is the Cost Object shown what you would want it to be if the Uniform and Safety? If so, you could create an audit rule that if it's not set to that it would either show a yellow or red exception. I know this might not be ideal, but it's one way to make sure that users are entering the correct selection.

Remember to tag me if you respond or feel free to mark this post as Solved if you don't have further questions or comments. To tag me on your response, you click the Reply button, first thing to type is @. This should bring up the username of the person you are replying to.

Thank you,
Melanie Taufen
SAP Concur Community Moderator
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rohanpatil · ‎Sep 12, 2023

Hi @UserIT7 ,

Report header form seems to be configured to copy the value from the profile. You cannot change it at a user level.

Possibly you have other expense reports created in the past and can copy them to copy over the data as well. Hope this helps.

Best regards / Mit freundlichen Grüssen,

Rohan Patil
SAP Concur Community enthusiast
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MelanieT · ‎Sep 13, 2023

Hi @UserIT7 , I hope you are doing well! Is the Cost Object shown what you would want it to be if the Uniform and Safety? If so, you could create an audit rule that if it's not set to that it would either show a yellow or red exception. I know this might not be ideal, but it's one way to make sure that users are entering the correct selection.

Remember to tag me if you respond or feel free to mark this post as Solved if you don't have further questions or comments. To tag me on your response, you click the Reply button, first thing to type is @. This should bring up the username of the person you are replying to.

Thank you,
Melanie Taufen
SAP Concur Community Moderator
Did this response answer your question? Be sure to select “Accept as Solution” so your fellow community members can be helped by it as well.

KevinD · ‎Sep 14, 2023

@UserIT7 I would go with @MelanieT 's suggestion and create an audit rule that says, Report Business Purpose Equals XXX and Report Cost Center Not Equal to YYY.

What is your comfort level building Audit Rules?

Thank you,
Kevin
SAP Concur Community Manager
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UserIT7 · ‎Sep 19, 2023

Thank @MelanieT this is not perfect but a helpful option.