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Occasional Member - Level 2

Fixation of Project Code to Concur Expense Report

Anyone knows whether we can "lock" a project code to a Concur Expense Report by default? Ideally, this will make the project code field non-editable.

1 Solution

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SAP Concur Employee
SAP Concur Employee

Re: Fixation of Project Code to Concur Expense Report

@edmunds yes, you should be able to lock down any custom field you have. 

 

However, there is a ginormous caveat. You have to have the correct permissions within SAP Concur to do so. If you don't, then you would have to submit a ticket to Concur Support. This is for our customers on our Professional platform. If you are on our Standard platform and are a site admin, you can lock it down yourself.

 

Do you know which platform you are on? 

 

Kevin


Thanks,
Kevin Dorsey
SAP Concur Sr. Training Consultant

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5 Replies
Solution
SAP Concur Employee
SAP Concur Employee

Re: Fixation of Project Code to Concur Expense Report

@edmunds yes, you should be able to lock down any custom field you have. 

 

However, there is a ginormous caveat. You have to have the correct permissions within SAP Concur to do so. If you don't, then you would have to submit a ticket to Concur Support. This is for our customers on our Professional platform. If you are on our Standard platform and are a site admin, you can lock it down yourself.

 

Do you know which platform you are on? 

 

Kevin


Thanks,
Kevin Dorsey
SAP Concur Sr. Training Consultant

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.

View solution in original post

Occasional Member - Level 2

Re: Fixation of Project Code to Concur Expense Report

Hi Kevin,

 

I am not the site admin, but the expense admin. 

Where in Concur would it indicate whether I'm on Standard or Professional?

 

Regards,

Edmund

Routine Member - Level 1

Re: Fixation of Project Code to Concur Expense Report

@edmunds : Please login to https://sapconcur.force.com/, there you can see it under the Edition type.

 

@KevinD : Please correct me if I am wrong.

 

Warm Regards

R Venkataramanan

SAP Concur Employee
SAP Concur Employee

Re: Fixation of Project Code to Concur Expense Report

@edmunds if you aren't a site administrator, you won't be able to lock down the fields, no matter which platform you are on.

 

However, @Venkat is correct, but in case you don't have access to the link shared, if you private message me your company name, I can tell you which version you have.

 

Kevin


Thanks,
Kevin Dorsey
SAP Concur Sr. Training Consultant

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.
Occasional Member - Level 2

Re: Fixation of Project Code to Concur Expense Report

Guys thank you so much for your advice.

I think I found a solution with my Concur admin.  Smiley Happy