How to Move Unsubmitted Report and Unassign Credit Card Transaction to another concur account

[Sharon_W]

Hi，

I have one employee moved from our Australia entity to Malaysia entity, and he is continue using Australia corporate card. What is the best way for me to move his concur account?

1/ Shall I create a new concur account under Malaysia entity and move all his unsubmitted report & unassign corporate card transaction to new account? If yes, how do I move or copy it?

2/ Shall I change the ledger/Expense group ID/Company/Facility in setting? If I change it, can I still retrieve his previous report when I run report for their existing entity? Or all his previous report will be moved to new entity?

[MelanieT]

@Sharon_W Hello!  You would not need to create a new account.  You can just update the info in the user's profile within SAP Concur.  Will this person be getting a new Corporate Card?  The Corporate cards are tied to the user's Emp ID, so if you leave that the same the transactions should stay there.  

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[Sharon_W]

@MelanieT , the person will be using the same corporate card. Just a quick check with you, if I update his concur profile to new entity, is the previous report submitted under Australia remained under Australia, and report submitted under new entity will be generated under new entity?

[KevinD]

@Sharon_W when you say "new entity" do you mean a new SAP Concur site that is for Malaysia or do you mean the user is moving to a new business unit within your company and will still be using the same SAP Concur site? I'm asking because we use the term "entity" to mean an SAP Concur site. 

Also, keep in mind the default currency of the credit card this user is currently using. If the user's new default currency will be Malaysian, but the corporate card is set up under Australian Dollars, you might have some issues.

[Sharon_W]

@KevinD , it shall be within same SAP concur site but different Expense ID group company/facility in concur setting. If I update the profile to Malaysia, what will happen to the old concur report, will it remain in Australia when I run report?

[KevinD]

@Sharon_W the old report shouldn't be affected.