Concur Request: Country Groups Setup Guide



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Table of Contents

Section 1: Permissions 1

Section 2: Overview of the Request Feature 1

Section 3: Request Configurations 1

Section 4: Overview of Country Groups 2

Section 5: Procedures 3

Accessing Country Groups 3

Adding a Country Group 3

Adding a Country to a Group 4

Modifying a Group Name 6

Deleting a Country Group 7

Revision History

|Date |Notes / Comments / Changes |

|April 22, 2022 |Added clarification regarding the In Use indicator. |

|January 21, 2022 |Updated the copyright year; no other changes; cover date not updated |

|March 29, 2021 |Updated the copyright year; no other changes; cover date not updated |

|July 20, 2020 |Removed the Request/Authorization Request/Concur Request section to align with Concur Request product |

| |branding. |

|June 5, 2020 |Changed "Authorization Request" to "Concur Request" in Request guide references to align with Concur Request |

| |product branding. |

|June 3, 2020 |Changed "Authorization Request" to "Concur Request" in guide title to align with Concur Request product |

| |branding. |

|April 22, 2020 |Renamed the Authorization Request check box to Request on the guide’s title page; cover date not updated |

|January 10, 2020 |Updated the copyright; no other changes; cover date not updated |

|January 17, 2019 |Updated the copyright; no other changes; cover date not updated |

|April 12, 2018 |Changed the check boxes on the front cover; no other changes; cover date not updated |

|February 21 2018 |Updated the copyright; no other changes; cover date not updated |

|December 14 2016 |Changed copyright and cover; no other content changes. |

|May 13 2016 |Updated the Permissions section and guide content to new corporate style; no content changes. |

|August 14 2015 |Updated the screen shots to the enhanced UI; no other content changes |

|September 17 2014 |Added information about two user interfaces; no other content changes. |

|January 20 2014 |Cover and copyright changes; no other content changes |

|February 25 2013 |Name change from "Travel Request" to "Request" – no other content changes |

|December 28 2012 |Made rebranding and/or copyright changes; no content changes |

|March 6 2012 |Made rebranding and/or copyright changes; no content changes |

|July 22 2011 |User interface changes - "Request" changed to "Travel Request" - updated menu options and screen shots |

|June 3 2011 |Changed occurrences of "Request" to "Travel Request" - no other changes to content |

|June 2 2010 |Initial publication |

Country Groups

NOTE: Multiple SAP Concur product versions and UI themes are available, so this content might contain images or procedures that do not precisely match your implementation. For example, when SAP Fiori UI themes are implemented, home page navigation is consolidated under the SAP Concur Home menu.

Permissions

A company administrator may or may not have the correct permissions to use this feature. The administrator may have limited permissions, for example, they can affect only certain groups and/or use only certain options (view but not create or edit).

If a company administrator needs to use this feature and does not have the proper permissions, they should contact the company's SAP Concur administrator.

Also, the administrator should be aware that some of the tasks described in this guide can be completed only by SAP. In this case, the client must initiate a service request with SAP Concur support.

Overview of the Request Feature

Refer to the Concur Request: Overview Guide for general information about requests, such as what the user sees, what the approver sees, workflow, settings, configuration basics, etc.

Request Configurations

Not all Request features are available for all Request implementations.

|Implementation |Is this feature available? |

|Stand-alone |Yes, Optional |

|Integrated with Concur Expense (but not Concur Travel) |Yes, Optional |

|Integrated with Concur Travel (but not Concur Expense) |Yes, Optional |

|Integrated with Concur Expense and Concur Travel |Yes, Optional |

Overview of Country Groups

The administrator can create country groups and use those groups for audit rules, workflow rules, and email reminders. For example, the administrator could create a rule that applies only to travel to the Caribbean or the Middle East.

Several country groups are provided. The administrator can add, modify, and delete groups. The administrator can also add countries to groups or remove countries from groups.

Note the following:

• A country can be assigned to only one group.

• A country group can be deleted only if there are no countries assigned to the group.

Procedures

Use these procedures to add, modify, and remove country groups and to change the countries in a group.

Accessing Country Groups

• To access Country Groups:

Click Administration > Request > Country Groups.

The Country Groups tab of the Country Groups page appears.

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Adding a Country Group

• To add a country group:

1. Select the first line (blank).

2. Type the name of the new group.

3. Click Save. When you save, your new group name:

□ Will appear in alphabetical order with the other groups

□ Will be available as a choice on the Countries tab

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Adding a Country to a Group

• To add a country to a group:

1. Select the Countries tab.

4. Click the Country Group column for the country that you want to change. A list of groups appears.

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N The Country Group column is the only column that can be edited on this page.

5. Select the desired country group.

6. Click Save.

Modifying a Group Name

• To modify a group name:

1. On the Country Groups tab, click the group name. The field becomes editable.

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2. Make the desired changes.

3. Click Save.

Deleting a Country Group

You can delete a group if there are no countries associated with it.

• To delete a country group:

1. Click the desired group name.

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7. Click Remove.

N If the country group cannot be deleted (for example, there are countries assigned to the group), the Remove button is unavailable.

In Use is an indicator that a group configuration is directly referred to within the overall configuration, and therefore cannot be deleted until that related configuration is updated. This does not indicate that users are assigned to the group. Some common examples of related configuration would be Company News records or conditions within Audit Rules.

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Applies to these SAP Concur solutions:

( Expense

( Professional/Premium edition

( Standard edition

( Travel

( Professional/Premium edition

( Standard edition

( Invoice

( Professional/Premium edition

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( Request

( Professional/Premium edition

( Standard edition

Concur Request:

Country Groups

Setup Guide

Last Revised: April 22, 2022

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