Allocate expenses across different company codes

[S0024291658]

Hello all, we have a requirement to allocate costs across two different company codes.  As an example, I am doing work for our Canada company code.  I want to charge some or all of the expenses to that company code.  Is there a way to do this?  What configuration or settings is needed in Concur and/or SAP?  

Thank you 

Cheryl

[KevinD · Accepted solution]

@S0024291658 allocating can definitely be done. Are you asking from a site administrators perspective or as an end user? I'm asking because most companies set up the ability to allocate before they go live. 

When you are working on an expense entry on your report, you should see a link that says Allocate above all the entry fields you will fill out. Use this link to get to the Allocate window. Click Add to start allocating. You will see all the available fields that you can use to allocate. There should be a Company Code field that you can choose from. If you do not see this field then it has either been hidden and/or not configured to be used in allocations. If that is the case, you would need to submit a help ticket to SAP Concur, because this would involved configuring forms and fields, which can only be accessed by SAP Concur or those of our customers who have completed our Advanced Configuration training.

[Laurence7]

Hello,

The allocation of the expenses in Concur is ok but the report returns as 'failed' from SAP.

What are the requirements in SAP to allocate the right cost to the right company sent from 1 report.

Thanks for your help.