Remove Automatic Repopulation of "Business Purpose" field

[globalx]

is there a way to turn off the automatic repopulation of "Business Purpose" field?

[Meena_K]

Hello,

Yes, you can turn off the automatic repopulation of the “Business Purpose” field. This behavior is typically caused by a default value configuration.

You will need to set the Default Value Type to “None.” I have attached a screenshot for reference.

Additionally, please verify whether this field is linked to any other configuration, such as connected fields or conditional fields, as these may also trigger automatic population.

If you are unsure about the configuration setup, please contact your local Concur Administrator for further assistance.

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

Regards,

Meena

[globalx]

Thank you Meena - could you please advise where can I find that screen?

[PoojaKumatkar]

Hi @globalx ,

You will find below screen under Forms and Fields section.

Role Required - Expense Configuration Administrator (Unrestricted)

1. Go to Administration >> Expense >> Forms and Fields section

2. Select appropriate form (Expense report header OR Expense Entry)

3. Click on "Fields" tab >> search for "Business Purpose" field >> Double click to open

4. Update Default Value Type as "None" as shown in @Meena_K 's screenshot.

5. Save

Note - Regarding which form to select in Step #2 — if the Business Purpose field is getting auto-populated at the expense entry level, then you need to select the ‘Expense Entry’ form. If the Business Purpose field is getting auto-populated at the report header level, then you need to select the ‘Expense Report Header’ form in Step #2.

Also, if you do not have unrestricted access to your Concur site, you may raise a Concur Support case and request them to remove the copy-down source for the Expense Header/Expense Entry level Business Purpose field.

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

[KevinD]

@globalx I need to jump in here. While what @PoojaKumatkar and @Meena_K have provided is accurate, they are providing the steps for disabling the copy down option in our Professional Edition. Your company uses our Standard Edition, which does not have the ability to turn off the copy down. 

However, there is workaround. You can hide the current Business Purpose field for all your forms, then create a custom field named Business Purpose that is set up as a Text field. Custom fields do not fall into a category of having the option to auto-populate from the copy down feature. This will ensure that the Business Purpose users fill out, will be blank with each new expense entry they create. 

Were you involved in setting up your company's site? If so, then should be familiar with the custom fields and expense forms. If not, let me know. 

[globalx]

Thank you @KevinD for the work around solution.  

Since I am not involved in the setting up the company's site, I'd greatly appreciate your guidance to set up Custom Field.  Thanks!

[KevinD]

@globalx since you weren't involved with setting up the site, I would highly suggest you work with those who did the site set up at your company and confer with them on adding a new Custom Field. That way you can ensure everyone is on board with adding the new field and hiding the current business purpose field. I'm going to send you a private message with two names you can speak with at your company.