Adding another Cost Object Approver List in Invoice

[taylor_harris]

I work for a global company,  we are in the testing phase of adding another region to Concur Invoice. Currently the cost centers are in separate lists by region ie US vs Canada. Is there a way to add another cost center under the Cost Object Approver List when you go to the Workflows tab? Is the only way to do this by combining the multiple regions' cost centers into one master list? 

[PoojaKumatkar]

Hi @taylor_harris ,

Can you please provide a screenshot of cost object approver tab. I want to see how it is appearing now. Also if you could add/edit screenshot with what you want then I will get some more idea. This is just to clear my understanding.

After that I will be able to help you. 

As per my understanding you want to combine US and CA cost center list which will appear in the cost object approver tab where you can assign approvers. 

Also if you want to add another cost center then first you need to add it in list management after that it will automatically reflect under cost object approver list tab of workflow section. 

[taylor_harris]

Right now, if you click on Global, the only cost centers that are show are the US cost centers. We already have a list created for the Canadian Cost centers. Is there a way to add the Canadian Cost Centers without combining the list. We would prefer to keep the Cost Centers separated by region.

Thanks!

[PoojaKumatkar]

Hi @taylor_harris ,

Assuming that currently you have linked single level cost center list (US) in payment request cost object feature hierarchy that is why your getting all cost centers under global folder of workflow section. In your above attached screenshot since you haven't expanded Global folder hence im making this assumptions.

Regarding your requirement, how to keep region wise separate cost centers without combining all cost centers into one list, you have to follow below steps:

1. Update existing US cost center list OR Create separate fresh new list in list management. List should be of two levels where 1st level will be region and 2nd level will be cost centers.  (Connected list) Refer below sample screenshot:

2. Create and update above connected list on form field level that is either on header, line item or allocation. (Based on your requirement).

3. Define Payment Request Cost Object Approver feature hierarchy and attached above list under source list section and add fields available on line item or allocation form (based on your requirement). If you want to route your workflow based on line item then select line item form else select allocation form. 

Refer below sample screenshot:

4. Once feature hierarchy is created, region and cost center list will appear under workflow section as show below where you can define your cost object approver on cost center level. Also, here you can see region wise cost center segregation exactly the way you wanted.

Hope it helps.

If this answers your query then please mark solution as accepted.