Flip Policy

Joyce1 · ‎Sep 8, 2020

I need to have my manager's policy flipped from US or BDA to P Card. Anyone know? My contact is no longer available.

KevinD · ‎Sep 9, 2020

@Joyce1 Policies are Group based, so you need to switch your manager to the Group that has the P-Card policy assigned to it.

Thank you,
Kevin
SAP Concur Community Manager
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Joyce1 · ‎Sep 9, 2020

Thanks Kevin, but my manager does not have that option to switch it in the dropdown. I did get a hold of Janet Richards who sent me a form to open a ticket. It's a Global Concur - Profile Change Request Form, where I could have them flip from US policy to P Card. Emailed back to Janet to open a ticket. Changes to take 24/48 hours. Hope this goes smoothly.

KevinD · ‎Sep 10, 2020

@Joyce1 So, what I mentioned in my first reply is to make a change to your manager's profile to add them to the Expense group that uses the P-Card policy. I do know what you are referring to where a user can have access to multiple policies when creating their expense report, which allows them to choose the policy from a dropdown on the Report Header screen.

Most likely the Employee Group ID field isn't visible on your employee form to make this change, that's why you have to submit a ticket.

Glad you were able to find a solution. 🙂

Thank you,
Kevin
SAP Concur Community Manager
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Joyce1 · ‎Sep 16, 2020

No, the dropdown didn't have the choice for P Card. Ours was a little more complicated than that. I called Accounts Payable and obtained a template to send in and it was flipped within 24 hours.