Managing Company Tree Information

In Travel System Admin, you can access several sections from the left menu panel: Agency Setup, Company Travel Setup, Company-Specific Configuration, and Profile & Finishing.

1. Agency Setup: Create and modify agency configurations
2. Company Travel Setup: SAP Concur creates new configurations for your company in this section
3. Company-Specific Configuration: Manage your company’s features and configuration settings
4. Profile & Finishing: Update company templates as needed. SAP Concur sets these templates initially

In this lesson, we’ll focus on the Company Tree area in the Travel System Admin section.

Selecting Add a New Company creates a new top-level node in your organizational hierarchy within Concur Travel. Use this feature when your organization manages multiple legal entities, subsidiaries, or distinct business units. Each company you add can have its own travel policies, approval workflows, and reporting structures.

Adding separate companies is especially helpful for organizations that require distinct travel management or reporting for different entities.

The Show Inactive Configurations option allows you to display company configurations that are no longer active but still stored in the system.

You can view inactive configurations that have been deactivated due to restructuring, mergers, or policy changes. Retaining these configurations enables you to:

• Audit previous setup
• Generate historical reports
• Track organizational changes over time

Inactive configurations cannot be used for current bookings, approvals, or policy assignments. Only administrators with the appropriate permissions can access and manage these records.

The alphabetical ruler helps administrators quickly navigate and locate specific companies within a large and complex Company Tree. Displayed as a horizontal bar at the top of the interface, it contains tabs for letters A-Z, numbers, or special characters.

When you select a tab on the alphabetical ruler, the Company Tree instantly filters to show only companies whose names start with that character. This feature is especially valuable for organizations with long lists of entities. It allows administrators to quickly locate, update, and configure nodes without scrolling through the entire list, making management and editing much faster and more efficient.

In the Edit column, you’ll find an Edit button or Plus sign (+) next to each configuration site. This feature streamlines navigation and helps you manage configurations efficiently.

When you select this button, a list of quick links or shortcuts appears, allowing you to access different areas of the tool, such as:

• Travel Configuration
• Discounts
• Travel Hubs
• GDS User Profile Names
• Company Information
• Import/export hotel discounts
• Log out and back in as

Most of the quick links in the Edit dropdown menu are also available in Company-Specific Configuration (on the left-side menu) or within the Company Tree, except for the Company Information and Log out and back in as link.

The Company Information displays and lets you update the organization’s basic details, such as name, address, contact information, and other administrative settings.

The Log out and back in as option is created specifically for Travel Management Companies (TMCs). Travel agents use it to log out of their own system and log back in to a customer’s site with administrative permissions. This allows agents to directly manage the customer’s site.

The Company Tree includes several key columns in addition to Edit, each serving a specific purpose.

1. Company/Config: Displays a list of site configurations. You can open the Travel Configuration page by selecting the site configuration name in this column
2. ID: The Company ID, which identifies a particular company
3. Config ID: A unique identifier for each configuration
   Note

   If a company has multiple configurations, they will share the same Company ID, but each configuration will have a unique Config ID.
4. Agency Booking Config.: Links to the assigned Agency Booking Configuration
5. GDS: Refers to the Global Distribution System used by the travel agency for managing travel bookings
6. PCC: The assigned Pseudo City Code, a unique identifier given by the GDS for this customer
7. ARC/IATA: The Airlines Reporting Corporation (ARC) or International Air Transport Association (IATA) code assigned to accredited travel agencies
8. Travel Edition: Indicates the Concur Travel edition (Professional or Standard) assigned to a company or configuration