Mark Individual Payment Requests as Extracted (API)

[klandry]

1. 1. Desperately seeking a better solution for controlling which Invoice Payment Requests are to be set as "Extracted" in Concur Invoices.

      Our current process is as follows (via API):

      1. API call to retrieve "Pending Payments" :    
         1. /api/v3.0/invoice/paymentrequestdigests?paymentStatus=R_PROC
            
            
      2. API call to retrieve each Payment Request Detail (from the above call):  
         1. /api/v3.0/invoice/PaymentRequest/<PaymentRequestID>
            
            
      3. Payment Requests are then formatted into API Payloads for our ERP system (Epicor Prophet 21) where they are Vouchered through a transaction etc
         1. *** Not all of these API Payloads will be successfully processed in our ERP system for various reasons
            
            
      4. An Accounts Payable employee will then periodically do the following:
         1. Run a Concur Pending Payments Report (Excel, CSV format)
         2. Run a "Vouchered" PO Report from our ERP system (Excel format)
         3. They will compare the above 2 files matching records that have been successfully imported/vouchered in our ERP system
            1. Any records not found in our ERP System (due to failure importing), are sent back to the approver in Concur so they can make necessary corrections to the Payment Request.
               1. Once the failed Payment Request records have been corrected, they will then be marked as Ready for Payment in Concur to be retried at a later time (ie - imported into our ERP System using the above process)
            2. Records that were successfully imported into our ERP System are then marked as "Extracted" in Concur. Since the failed records were sent back to the users that Approved them initially, the only records remaining in the Pending Payment listing are the successfully imported records. This marking of records as Extracted is performed using the "Run GL Extract Now" function in Concur Payment Manager.

      The marking of Payment Requests as Extracted is the issue.

      I would ideally like to be able to change the Payment Status of the Concur Payment Request to "Extracted" via the API, individually per Payment Request ID -- eliminating the AP user from having to process this manually. We have gone back and forth with Concur support for this issue (over years) only to be told to use the current processes for running an Extraction in Concur. Unfortunately, although running an extraction via the API is possible, there is no way to do so for a subset of Payment Request records (the records that failed import into our ERP System) without user, manual participation. The current process simply marks the entire recordset as "Extracted".  
      

      If there was the option of marking a Payment Request as 'Extracted" through the API, using the Payment Request ID as a parameter, I could simply mark the Payment Request as Extracted while running my import process into our ERP System as I get and immediate status response indicating that the record as successfully imported into our ERP.

      This does not seem possible, so I am hoping I am missing something or Concur would be willing to accommodate by creating a "Mark Payment Request as Extracted" API Call that accepts a Payment Request ID parameter.