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 SAP 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.

Note

To access the Import/Extract Administrator tool, you must have the Import/Extract Administrator role. You can find this tool on the Expense, Request, or Invoice tab in User Permissions.
Screenshot of the Import/Extract Monitor interface showing a list of scheduled jobs, job types (mostly Accounting Extract), and columns for Last Run Date, Last Run Status, and Run History. Pagination controls are at the bottom.

Review Scheduled Imports

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

To view the summary information:

Steps

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

    SAP Concur Import/Extract Monitor screen showing a list of import jobs, types, last run dates, statuses, and links to run and upload history. Key navigation items (Company, Imports, and Import/Extract Monitor) are highlighted.

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

    Import/Extract Monitor page displaying a table of import jobs with columns for import name, type, last run date, status, and links to view run and upload history; the View link under Run History is highlighted.

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

    Import/Extract Monitor displaying the import run history for CC_SAMPLE_AMEX, with a table showing run numbers, file names, run dates, statuses, record counts, and View links for summary and run details; the View link under Summary is highlighted.

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

    Popup window showing the Import Run Summary for CC_SAMPLE_AMEX Run #3, with details on run configuration, statistics, contents summary, and a close button highlighted in the top right corner.

  5. To view the run detail information, select View in the Run Details column on the Import Run History page.

    Import/Extract Monitor showing import run history for CC_SAMPLE_AMEX, with a table listing run numbers, file names, dates, statuses, records, and View links for both Summary and Run Details; the View link under Run Details 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. Navigate to Company > Tools, select Import/Extract Monitor. The Scheduled Jobs tab will load.

    SAP Concur Import/Extract Monitor screen showing a list of job names, types, last run dates, statuses, and links for run history, scheduling, and manual runs. The Company dropdown menu and Import/Extract Monitor option in the navigation are highlighted.

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

    SAP Concur Import/Extract Monitor page displaying a list of jobs with columns for job name, type, last run date, status, and links. The Run History column with multiple View links is highlighted.

  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.

    Import/Extract Monitor showing the Extract Run History with a list of runs and View links in the Summary column. An arrow points from a highlighted View link to a pop-up window displaying detailed run summary information for a selected 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 shows two Import/Extract Monitor screens. The first screen lists extract run history for AP/GL Extract V.3.03, with radio buttons and View links highlighted. An arrow points from a View link in the View Details column to the second screen, which displays more detailed extract run history information.

Learning

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