Reviewing Scheduled Jobs and Extracts

Objective

After completing this lesson, you will be able to review scheduled imports and extracts.

Scheduled Imports and Extracts Overview

You use the Import/Extract Monitor tool to integrate Concur with your external systems. Typically, you import data from external sources (such as employee information from an HR database), consolidate and move data to a reporting database (for use with Analysis/Intelligence, formerly Concur Insight), or extract data for import into a client’s financial system.

With the Import/Extract Monitor tool, you can view (but not modify) import, extract, and archive run information, upload import data, and download extract data.

The image displays an Import and Extract Monitor page in SAP Concur. A table lists scheduled jobs with columns for job name, job type, last run date, last run status, and run history. Most entries show accounting extract as the job type. Sample jobs include payroll pay specialist, pay at work, QuickBooks extract, American Express remittance, general ledger and accounts payable extracts, invoice positive pay, invoice payment confirmation, paid to credit card, paid to employee, payroll remittance, purchase order extract, and standard pay extract. Pagination at the bottom shows page one of two with navigation controls.

Note

To access Import/Extract Monitor, you must have the Import/Extract Administratorrole. You can find this permission on the Expense, Request, or Invoice tab in User Permissions.

Review Scheduled Imports

You can use the Imports tab to view import run details and upload import data.

To view the import summary information:

Steps

  1. Navigate to Tools, select Import/Extract Monitor, and then select the Imports tab.

    The image displays the Import and Extract Monitor with the Imports tab open. A table lists import jobs with columns for Import Name, Import Type, Last Run Date, Last Run Status, Run History, and Upload History. Entries include credit card feeds for American Express, Mastercard, and Visa; employee import; exchange rates; expense pay feedback; external validation; list import; location import; taxability import; and travel allowance import. Status values show Completed with warnings and Success, with View links for history. An Upload button appears above the table.

  2. In the Run History column, select View for the desired job.

    The image displays an Import and Extract Monitor with the Imports tab open. A table lists import jobs with columns for Import Name, Import Type, Last Run Date, Last Run Status, Run History, and Upload History. Entries include credit card feeds for American Express, Mastercard, and Visa; employee import; exchange rates; expense pay feedback; external validation; list import; location import; taxability import; and travel allowance import. Several credit card feeds show Completed with warnings. The list import shows Success. A blue Upload button sits above the table. The first View link in the Run History column is highlighted.

  3. Select View in the Summary column on the Import Run History page.

    The image displays the Import and Extract Monitor showing Import Run History for a sample American Express credit card feed. A filter bar lets users search by run date and start the search with a Go button. A table lists columns for Run Number, File Name, Run Date, Run Status, Record Count, Summary, and Run Details. Three runs appear: Run 3 uses Record200.txt, completed with warnings, and has 800 records; Run 2 shows success with no file; Run 1 uses Record100.txt, shows success, and has 10 records. The View link in the Summary column for Run 3 is highlighted. A link at the top returns to Import Jobs.

  4. When done, select X to close the window.

    The image displays a pop-up Import Run Summary in the Import and Extract Monitor. It shows run number 3 for a sample American Express credit card feed using Record200.txt. Run Configuration lists import name, file and format details, server unknown, executed by system, corporate card payments, bank charges and cash advances available to employees, payment transactions not available, cash machine withdrawals imported as cash advances, and value-added tax not using card transaction data. Run Statistics show a start time of 07/18/2016 06:42 PM, a total run time of 22 seconds, status completed with warnings, 800 records, 6 errors, and 9 warnings. A close button appears in the top right.

  5. To view the run detail information, select View in the Run Details column.

    The image displays the Import and Extract Monitor with Import Run History for a sample American Express credit card feed. A filter bar lets users search by run date and click Go. A table lists Run Number, File Name, Run Date, Run Status, Record Count, Summary, and Run Details. Three runs appear. Run 3 uses Record200.txt, completes with warnings, and has 800 records. Run 2 shows success with no file and has 0 records. Run 1 uses Record100.txt, shows success, and has 10 records. The View link in the Run Details column for Run 3 is highlighted.

Review Scheduled Extracts

You use the Scheduled Jobs tab to view all - import, extract, and archive - job run information.

To view extract and archive run information:

Steps

  1. select Import/Extract Monitor.

    The image displays the Import and Extract Monitor with the Scheduled Jobs tab open. A table lists import jobs with columns for Import Name, Import Type, Last Run Date, Last Run Status, Run History, and Upload History. Entries include credit card feeds for American Express, Mastercard, and Visa; employee import; exchange rates; expense pay feedback; external validation; list import; location import; taxability import; and travel allowance import. Several credit card feeds show Completed with warnings. The list import shows Success. A blue Upload button appears above the table, and View links appear in the history columns.

  2. In the Run History column, select View for the desired job.

    The image displays an Import and Extract Monitor with the Scheduled Jobs tab open. A table lists jobs with columns for job name, job type, last run date, last run status, run history, schedule, and run now. The list includes accounts payable and general ledger extracts, employee and payment request extracts, approval time expire, attendee and authorization processes, and several credit card feeds and training imports. Status values show success, completed with warnings, and completed with errors. Links let users view history, schedule jobs, and run jobs now. Pagination at the bottom shows page one of one and displays 39 jobs.

  3. The Extract Run History page appears. To view the summary information, select View in the Summary column. The Extract Run Summary window appears. If the extract run completed with warnings, selecting View may display this message: No data found for this extract run. This extract run did not generate a new file but has fixed a previously failed extract. The fixed data will be added to the next extract.

    The image displays an Import and Extract Monitor showing Extract Run History for the accounts payable and general ledger extract version 3.03. A table lists run number, file name, run date, run status, record count, and a Summary column with View links. Most runs show Completed with warnings; some show Success; many have zero records. Pagination at the bottom shows page two of one hundred sixty-six. A curved arrow highlights the Summary column and points to a pop-up window. The pop-up shows Run Summary for run 3282 with configuration and statistics. It shows status Completed with warnings, records count zero, error count zero, warning count one, and the message “No data found for this extract run.”

  4. To view the output file detail information, select the Expand button on the left side of the desired run. The row expands, displaying the output files. To view the run detail information, select View in the Details column.

    The image displays the Import and Extract Monitor showing Extract Run History for the accounts payable and general ledger extract version 3.03. A table lists run number, file name, run date, run status, record count, and a Summary link. Several runs show Completed with warnings; some show Success. The page indicator shows page 2 of 166. A panel titled Extract File Details for run 3283 lists two output files, Attendee Detail and the standard extract, each with a View link. A curved arrow points to a second window that opens after clicking View. The window shows Extract Run History for the selected output file with one successful run, one record, and links to view the summary, view the details, and download the file.

Summary

  • The Import/Extract Monitor shows import, extract, and archive job details.
  • View import run history and upload data through the Imports tab.
  • Access extract run history, summaries, and output file details.

Learning

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