Importing Routing Hierarchy Mappings

Objective

After completing this lesson, you will be able to import routing hierarchies.

Import Routing Hierarchy Mappings Overview

The Import Hierarchy Mappings tab is where you can download an import template and upload routing hierarchy data into Concur Invoice.

Concur Invoice Routing Configuration page with Import Hierarchy Mappings tab selected.

Import Hierarchy Mappings

To import the hierarchy mapping details:

Steps

  1. On the Routing Configuration page, select the Import Hierarchy Mappings tab.

    The Routing Configuration page shows the Import Hierarchy Mappings tab with instructions for importing hierarchy mappings. Step 1 involves downloading a template, and Step 2 requires selecting a file to import. A Hierarchy Routing Import History list is displayed, showing four successful imports initiated by BackOffice, each processing four records with zero rejected.

  2. Select Download Template.

    Concur Invoice Routing Configuration page with Download Template button highlighted.

  3. Complete and save the import file.

    A spreadsheet titled Hierarchy Routing Import displays columns for Delete?, Employee ID, Level 1 Code - Company, Level 2 Code - Department, Level 3 Code - Cost Center, and Level 4 Code. It lists three rows with employee IDs 1234, 4567, and 4116, affiliated with companies US and DE, and departments HR, AP, and IT, along with associated cost center codes.

  4. Select Browse, select the completed import file and then select Import.

    Concur Invoice Routing Configuration page with Browse and Import buttons highlighted.

View Import Error Messages

To view error messages:

Steps

  1. In the Hierarchy Routing Import History section, select the import.

    Routing Configuration page with import from 06/19/2014 selected.

  2. Select Actions > View Import Details.

    Routing Configuration page with Actions>View Import Details selected.

Reference

For more detailed information, review the Concur Invoice: Hierarchy Mappings Import and Routing Configuration User Guides, found on the SAP Help Portal.

Learning

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