Configuring and Maintaining Purchase Request permissions

Objective

After completing this lesson, you will be able to modify existing delegate permissions for purchase request users.

Purchase Request Delegate Permissions Overview

In Delegate Configuration, you specify which purchase requestion actions – such as creating, submitting, or approving purchase requests – a user can delegate to another user. Most companies use a single delegate configuration, but configurations can differ by group. You can assign a delegate configuration to one or more employee group configurations; however, each employee group configuration can use only one delegate configuration.

SAP Concur Delegate Configurations page showing a list of invoice configurations with permissions, including options to add, modify, or remove configurations.

Configure Purchase Request Delegate Permissions

To configure delegate settings:

Steps

  1. Navigate to Invoice Admin > Delegate Configurations > Purchase Request and select New.

    Delegate Configurations screen showing the Purchase Request tab selected and the New button highlighted on an empty list.

  2. Enter the Delegate Configuration Name.

    Add Delegate Configuration window for Purchase Request, with Configuration Name field filled as Demo and Delegate can prepare checked for User Administrator. Save button is at the bottom right.

  3. Select the Groups the configuration applies to.

    Add Delegate Configuration window with the Applies To Groups dropdown expanded, showing multiple group options including Client Demos.

  4. Select the Delegate Settings for the User Administrators and Employees. Note that permissions can be applied to both User Administrators and Employees, or the individual roles. When you’re done, select Save.

    Add Delegate Configuration window with delegate settings options selected for Employee and User Administrator, and the Save button highlighted.

Modify Purchase Request Delegate Permissions

To modify delegate permissions:

Steps

  1. Navigate to Invoice Admin > Delegate Configurations > Purchase Request, select a configuration name and then select Modify.

    Delegate Configurations page showing the Purchase Request tab, with the Modify button highlighted and a configuration named Demo listed in the table.

  2. Select the appropriate permissions. Note that permissions can be applied to both User Administrators and Employees, or the individual roles. When you’re done, select Save.

    Modify Delegate Configuration window for Purchase Request, with settings for Employees and User Administrators shown, and the Save button highlighted.

Learning

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