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Activating an Email Reminder

Objective

After completing this lesson, you will be able to configure email reminder rules.

Activate Email Reminder Rules

To activate an email reminder:

Steps

  1. Navigate to Expense Admin > Email Reminders and then select New.

    The image displays an Email Reminders administration page in an expense system. The main panel includes tabs for Email Reminders and Rules and buttons for New, Modify, Copy, and Remove. A table lists columns for Name, Type, Editable By, Applies To, and Active. The first row, Unsubmitted Reports for Expense Report, is editable by Global, applies to Global, and is active. The remaining entries are editable by Global, apply to Global, and are inactive.

  2. Complete all the required fields. Then, enter the desired message for users in the Email Message section. DO NOT enter specific user information. Instead, use site variables to insert the correct user details.

    The image displays an Email Reminder setup dialog in SAP Concur. The form fields show: Name is Unsubmitted Report; Reminder Type is Expense Report; Include Unsubmitted is Yes; Reminder Rule is Unsubmitted Report – 15 days; Frequency is Once when condition is met; Display as From is blank; Email Subject is Reminder – Unsubmitted Expense Report. A rich text editor shows the email body stating the user has %3% report(s) not submitted and asks them to submit for timely payment, ending with %4% %1%. Copy to Approver is No, and Copy to Email is blank. Save and Cancel buttons appear at the bottom.

  3. Continue following these steps until the condition is created, and then select Save.

Reference

Example

If you want to learn more about email reminders, visit the SAP Help Portal.

Summary

  • Activate email reminders to send automated e-mail messages.
  • Use placeholders (site variables) in email messages.
  • Access and activate rules via Expense Admin > Email Reminders.
  • Fill in all required fields and create the message.
Learning
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