Adding Segments to a Request

Objective

After completing this lesson, you will be able to add segments to an existing request in Concur Professional Request.

What Are Segments?

Segments are expenses that are typically part of a travel reservation and can be booked in Concur Travel or by your TMC. Common examples include Air Ticket, Railway Ticket, Car Rental, and Hotel Reservation. The names can be changed based on your configuration.

Note

Depending on the configuration, some expenses may be auto populated based on Concur Travel.

Adding Segments to a Request

You need to provide an estimate for your upcoming flight to Chicago. You already have the request created in the previous unit open.

Steps

  1. Start adding a segment.

    Screenshot showing the selection of the Add button.

    Select the Add button in the Expected Expenses area.

  2. Select an expense type.

    Screenshot showing the selection of the Air Ticket expense.

    Search for and select the appropriate Expense Type. In this case, choose Air Ticket.

    Note

    The list of expenses will vary based on your configuration.

  3. Provide the details.

    Screenshot showing the completed form and the selection of the Save button.
    1. Complete the necessary fields. Scroll down if necessary to make sure all fields are populated.
    2. Select the Save button.

    Note

    • Many fields may be auto populated based on previously entered information.
    • Because this information is part of a Segment, it may be used later by you or the travel agent to book the flight.

Result

Screenshot showing the request with the Air Ticket segment added.

The segment is added. Repeat this process as necessary to add all the required segments to your request.

Adding Segments to a Request

Now that you've seen the steps on adding segments to a request, watch the following video for a demonstration.

Summary

  • Segments are travel-related expenses (e.g., Air Ticket, Railway Ticket, Car Rental, Hotel Reservation) that can be booked in Concur Travel or by your Travel Management Company (TMC); their names and availability depend on system configuration.
  • To add a segment to a request, select the Add button in the Expected Expenses area, search for and select the relevant expense type (e.g., Air Ticket), then enter the required details and save.
  • Some fields may be auto-populated based on previous entries or your Concur Travel configuration, streamlining the process.
  • Added segments can later be used by the traveler or the travel agent to facilitate booking and manage travel arrangements.

Learning

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