Introducing Legal Entity Assignment

Objective

After completing this lesson, you will be able to define the Legal Entity feature in Company Administration for Concur Travel.

Introduction to the Legal Entity Assignment Feature

The Legal Entity Assignment feature allows user administrators to assign legal entities to users, ensuring correct information is passed to suppliers when booking travel. It's essential for maintaining efficient business operations.

After a company administrator creates a legal entity, a user administrator can assign the legal entity to users. When users book travel, this legal entity information can be passed to suppliers.

Note

Users can only be assigned to one legal entity at a time.

User Administrators have the following capabilities:

  • Associate a legal entity to a user based on Org Unit
  • Future phases will support additional fields, including custom profile fields
  • Include legal entity information in profile uploads (future phase)

Accessing Legal Entity Assignment

To access Legal Entity Assignment, select Legal Entity Assignment from the left menu panel under User Administration.

Screenshot of the SAP Concur Company Administration page. On the left is a navigation menu organized by sections such as Company Admin, User Administration, and Travel Administration. Under User Administration, various options are listed, including Legal Entity Assignment, which is highlighted with a yellow box.

Summary

  • Assign legal entities to users to pass correct supplier information during travel booking
  • Create legal entities as company administrator; assign one per user as user administrator
  • Associate users to legal entities based on Organization Unit
  • Access Legal Entity Assignment in User Administration from the left menu
  • Expect future support for custom fields and profile uploads

Learning

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