For those that use Notify Manager - How do you process offline bookings?

[JPillmeier]

Our account is moving from Passive Approval to Notify Manager - All bookings.

Notify Manager sends an email to the manager when employee selects 'Finalize' on Concur

For agent related bookings, right how there is no way to generate a Notify Manager email.

If your account uses Notify Manager - for offline/agent created bookings - are there methods that can be deployed to generate an email for these agent bookings?

Thank you.

[samasuraj]

Hi @JPillmeier 

Topic: For those that use Notify Manager - How do you process offline bookings?

Please check the below. Hope this helps.

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The Notify Manager email is tied to the Concur Travel booking workflow in SAP Concur Travel.

Offline/TMC Agent bookings may not trigger the Notification.

TMC Notifications are not equivalent to Concur's native Notify Manager functionality.

1. Online Booking: Native Notify Manager notification – Requires configuration.
2. Offline Booking: TMC notification integration may be required.

Also, please check:

1. TMC Notification: Ask the Travel Management Company to send an automated booking confirmation to the Employee's Manager.
2. PNR-Based Integration: Use the TMC's PNR or ticketing data to trigger an external manager notification.
3. Concur Request: If enabled, require an approved Travel Request before offline bookings. This provides an approval and notification trail.

1. Custom Workflow: Integrate TMC booking events with an email notification service.
2. Reporting: Generate periodic reports identifying offline bookings for manager review.

Confirm with SAP Concur Support whether your Travel configuration supports automated notifications for Agent-Created bookings.

Ask SAP Concur Support and your TMC whether agent-created PNRs imported into Concur can trigger Notify Manager in your specific configuration. Do not assume PNR synchronization automatically triggers the notification.

Thanks & Regards

--

Samantha Prathikantam

SF_EC & ECP / SAP Concur Consultant

[JPillmeier]

Hi Samantha,

Thanks very much for your response.  We are the TMC integration stage now.  It may not be the same version as Concur's but we ask that it be replicated as much as it can be.  

Appreciate the input - many thanks again,

John

[samasuraj]

Hi @JPillmeier 

Topic: For those that use Notify Manager - How do you process offline bookings?

Please see the below. Hope this helps. 
——-  

SAP Concur – TMC Integration

During the TMC integration stage, the goal should be to align the TMC platform with SAP Concur T

ravel functionality as closely as possible.

Where exact replication is not technically feasible, identify the functional gaps and agree on suitable

alternatives with the TMC and integration team.

Check the Integration:

1. Traveler Profiles: Employee data, preferences, loyalty programs, and synchronization.
2. Travel Policies: Preferred suppliers, booking restrictions, and compliance rules.
3. Booking: Flights, hotels, rental cars, cancellations, and modifications.
4. Approvals: Pre-trip authorization and approval workflows.
5. Itinerary Synchronization: PNRs, ticketing, confirmations, and booking updates.
6. Expense Integration: Travel data and e-receipts transferred to Concur Expense, where supported.
7. Technical Integration: APIs, GDS connectivity, SSO, field mappings, and error monitoring.
8. Testing: End-to-end UAT, reconciliation, exception handling, and regression testing.

Even if the TMC uses a different platform or version, prioritize functional equivalence, integration and user experience.

Document any unsupported features and agreed alternatives.

Thanks & Regards

—

Samantha Prathikantam

SF_EC & ECP / SAP Concur Consultant

[KevinD · Accepted solution]

@JPillmeier off the top of my head, the only thing I can think of is for the TMC to send the manager an email. However, I don't know if the TMC has access to all employees' managers.