Training expenses

[Bartek97f]

Hello , me and my shift colleague we work at airport and to get our airport id we had to pay for airside awareness training and dbs check. So now we dont know how to claim this money back. We tried to submit expense in SAP concur but we getting below errors and can't get over it : 

• Change the card type to Purchase on the allocation screen.View
• Only P-Card charges can be placed on Statement Reports.

  Any help would be appreciated 

[rohanpatil]

Hi @Bartek97f ,

The topic seems related to the configuration in your client. I would ask the internal helpdesk teams.

Normally, you can access allocation screen by opening the expense entry and clicking Allocate. I assume your company has a field called Card Type where they expect you to select the value 'Purchase'.

Best regards,

Rohan

[Bartek97f]

Hello Rohan thanks for reply , this is problem we still getting 

[KevinD · Accepted solution]

@Bartek97f I can tell you the resolution. When you created this expense report you selected the Report Type as: Purchase Card Report. This type of report is only used for employees at your company who have an assigned Purchasing Card and have transactions from that card uploaded into their SAP Concur profile. The only payment type that can be used for this type of report is Purchasing Card, not Out of Pocket.

The fix is to open your report then click Report Details. From the Details drop down, select Report Header. On the Report Header screen, select the Report Type field drop down arrow, then select either 1-Travel Expense Report or 4-Assignment Report. By selecting 3-Purchase Card Report the system thinks you are submitting expenses you purchased on your assigned Purchase Card. I've provided a screenshot below.

Let me know if this clears up the red alerts. 🙂

[Bartek97f]

Hello Kevin , thank you for help. Is everything good now the only thing that we got missing is activity ID. So i guess we just have to contact manager to give us such a number. 

Thank you