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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
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@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.
This content from the SAP Concur Community was machine translated for your convenience. SAP does not provide any guarantee regarding the correctness or completeness of this machine translated text. View original text custom.banner_survey_translated_text
@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.
This content from the SAP Concur Community was machine translated for your convenience. SAP does not provide any guarantee regarding the correctness or completeness of this machine translated text. View original text custom.banner_survey_translated_text
Hi @KevinD , thanks for confirming my apporach. I am advanced admin since 3 yrs now and always careful. 😉
Have a good day.