rwulfdeit
Occasional Member - Level 3

Workflow with two processor steps

Hi all, 

I shall implement an extended workflow with two processor steps, i.e. a local accountant checks and approves the expense report, then the higher accountant shall finally approve for financial posting in our ERP. 

 

Can I achieve this solely with the 'Expense Processor' permission or shall I consider 'Expense Processor' and 'Expense Processor Manager' ?

Thanks and best regards, 
Robert

1 Solution
Solution
KevinD
Community Manager
Community Manager

@rwulfdeit I'm double-checking with a colleague, but I think you can achieve what you are asking by the Processor and Processor Manager roles. Since you can specify the role for a workflow step, what you suggest should work. 

 

One thing to keep in mind is that the Processor Manager role can delete reports, so be sure to stress to this person to be very careful.

 

My colleague also suggested that you test this workflow thoroughly before making it live and if you have any questions, contact Concur Support. In fact, unless you have taken our advanced configuration class, you likely won't have access to change your workflow.


Thank you,
Kevin
SAP Concur Community Manager
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Solution
KevinD
Community Manager
Community Manager

@rwulfdeit I'm double-checking with a colleague, but I think you can achieve what you are asking by the Processor and Processor Manager roles. Since you can specify the role for a workflow step, what you suggest should work. 

 

One thing to keep in mind is that the Processor Manager role can delete reports, so be sure to stress to this person to be very careful.

 

My colleague also suggested that you test this workflow thoroughly before making it live and if you have any questions, contact Concur Support. In fact, unless you have taken our advanced configuration class, you likely won't have access to change your workflow.


Thank you,
Kevin
SAP Concur Community Manager
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.
rwulfdeit
Occasional Member - Level 3

Hi @KevinD , thanks for confirming my apporach. I am advanced admin since 3 yrs now and always careful. 😉
Have a good day.