Dear SAP Concur Community,
The reason for starting this discussion is that the customer has some issues with the module Email Reminders on their environment.
- Down payment Request Email Reminder
The first point is that the customer would like to receive an email of a Down payment Request that is pending approval, though they are not getting any email. And the only way of knowing if there's a down payment request is by visiting the employee's profile on the Concur website.
The customer said that they have to go through this path to get there and see if there's a Down Payment Request that is pending approval:
- Administration > Tools > Down Payment Administration
What they wish to have is an informative message coming to their email with a hyperlink that would take them directly to the Down Payment Request in the SAP Concur.
Is it possible to have this configured?
- Alert message or block to an employee's Down Payment request
The other thing that the customer would like is some sort of block whenever the employee has a pending report that needs detailing for them to have a Down Payment request go through.
For example: the employee solicited a Down Payment of $1000, though the manager will not approve this solicitation because the employee needs to send a detailed report of their previous Down Payment request. Furthermore, when the employee tries to send a request with a new Down Payment, a block action would trigger reminding them that they need to deal with the old Down Payment.
On that note, is it also possible to have this sent out to the email of the approver (manager)?
Do you know if there is a way of making these happen? Can you please help?
Should you have any doubts or requests, please contact me.
Thank you so much for your patience and help.
Best regards,
Marco Placencio
