Descubrir la administración de la empresa
Gestión de las colas del procesador
Actualización del dashboard de acreedores
Introducción a las herramientas de la empresa
Actualización de tipos de gastos y códigos de cuenta
Creación de reglas de auditoría
Personalización del procesamiento de capturas
Actualización de la configuración de delegado
Configuración de avisos por correo electrónico
Configuración de la gestión de listas
Actualización de workflows
Actualización de la configuración de la hoja de ruta
Configuración del pedido de compra
Introducción a las opciones administrativas compartidas
Actualización de la configuración específica de la factura y la solicitud de compra
Creación de usuarios de prueba
Actualización de la configuración de Cognos
Actualización de la documentación de formación

Creating an Email Reminder Rule

Objective

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

Email Reminder Rules Overview

Automatic e-mail reminders prompt users into action based on a specified time limit. You use this tool to set up the e-mail messages and define the rules that trigger them.

The rule specifies the criteria that trigger the system to send an e-mail message.

SAP Concur Email Reminders page under Invoice Processing Admin, showing a list of email reminder rules with details such as name, type, editable by, applies to, and active status. Navigation menu is on the left.

Configure Email Reminder Rules

Review the following steps to learn how to configure email reminder rules.

Steps

  1. Navigate to Invoice Admin > Email Reminders > Rules and select New.

    A screenshot showing the Email Reminders interface with two tabs: Email Reminders and Rules. Buttons for New, Modify, Copy, and Remove are visible. A table lists reminders with columns for Name, Type, and Editable By, featuring items such as overdue approvals and failed postings. The New button and the tabs are highlighted with pink boxes.

  2. On the Email Reminder Rule step, complete all required fields and then select Next.

    Screenshot of Email Reminders interface with tabs Email Reminders and Rules. Active section: Email Reminder Rule. Fields for Name, Reminder Type, and Editable By are visible. Next button highlighted at the bottom right.

  3. On the Conditions step, complete the condition for the rule by adding the following:

    • Appropriate data object
    • Field/value from the helper pane
    • Appropriate operator from the helper pane
    • Next appropriate data object
    • Field/value from the helper pane
    The Email Reminders interface shows conditions setup with fields for data objects and approval statuses, using And or Or logic. The Insert and Remove buttons are at the top. Done button is highlighted at the bottom right.

  4. Continue following these steps until the condition is created, and then select Done.

Learning
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