Missing itemization of veeva expense when moved from one report to another

[AASM]

Hi, 

We have an issue with itemization of Veeva expenses. Whenever there is a transfer from Veeva to Concur, new expense is created with itemization based on the data from veeva. If employee moves the veeva expense from one report to another or to Available expenses, itemization is removed what causes problems with proper coding of the expense.

Has anyone had similar issues? Is it possible to lock itemization for particular expense type (all veeva expenses have one expense type) so that itemization is not removed whenever expense is being moved? Or can we lock for edition every veeva expense?

I found one post somehow connected to this topic but I wonder if it also works for itemization (Read-Only setup): https://community.concur.com/t5/Concur-Expense/How-to-give-expense-approver-ability-to-edit-certain-...

Thanks in advance for all advices!

Anna

[KevinD]

@AASM so I'm clear...you are okay if the Veeva expenses do not get automatically itemized, correct? That is what you were referring to when you say "lock itemization for a particular expense type", correct?

[AASM]

Hi Kevin, no, the opposite actually. We want Veeva expenses to always stay itemized like it was originally transfer to Concur. The issue is that the itemization is removed when Veeva expense is moved to Available expenses.

Thanks,

Anna