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

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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