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.

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

Also, please check:

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

Custom Workflow: Integrate TMC booking events with an email notification service.
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

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Samantha Prathikantam

SF_EC & ECP / SAP Concur Consultant