EDI

[jdebella]

How do i get Inbound Invoices form SAP into concur? Is there an ingestion channel (ie Email channel, XML Channel, EDI Channel, OCR Channel). I am setting PU EDI Inbound Invoice in SAP for both PO based and Non-Po Based invoices., we have concur Invoice  an as of now there is limited ingestion automation, (the is OCR but not Email/ PDF) extraction nor XML. We want to make greater use of the product or move to Opentext Vim if we cannot get the appropriate answers or support. 

[PoojaKumatkar]

HI @jdebella ,

You can send invoices through email configured in your system. Once invoice is sent in required format, it will get uploaded to Concur and will be visible at invoice capture processor stage. 

To configure email follow:

Capture processing admin >> Click Email Administration tab >> Add email XYZ_Invoice@concursolutions.com >> Done

Note - Replace XYZ as per your email requirement.

Once configured, you can send invoice copy on configured email address and it will receive into Concur at capture processor stage. (it will take 30-40 sec)

Supported format are as below:

[jdebella]

Thanks Pooja, but I have EDI inbound to SAP.  How do they get to Concur?

[PoojaKumatkar]

Hi @jdebella ,

Do you mean, you want to import invoices from SAP to Concur through interface? Please confirm whether my understanding is correct.

If my understanding is correct, then you can refer to the below import specifications:

https://help.sap.com/docs/CONCUR_INVOICE/5d4d01ab28704a4fbfa543f20b66966c/8b42ad4b70891014bbdd65f944...

You can download the Payment Request Import template from Invoice technical deployment toolkit. Do the field mapping (SAP vs Concur) first and try to populate template and then import.

To import template into Concur, you must have Payment request import job available under import/extract monitor. For that you can raise a support ticket with Concur. Once import job is created, payment request import file can be loaded using either manual or through interface. 

Note - As per my understanding, it is used to import historical invoices. However, you can go through the document and check if this the one which you are looking for.