Creating a Request

Objective

After completing this lesson, you will be able to create a request using Concur Professional Request.

What Is a Request?

A request is the main document created in Concur Request. It includes estimates of how much the user plans to spend in the immediate future, such as to go on a business trip or make other business-related purchases. Like an expense report, a request includes a header with high-level information about the request and a detailed list of the expenses. Users can also attach documentation to the request before submission for approval. Each request follows a predefined approval process to ensure that all stakeholders can review and approve the projected expenses before the money is spent. Once approved, the request can be linked to an expense report so management can compare the original estimates to the actual expenses. Customers can define in what circumstances requests are required and what types of expenses can be included in a request. If the customer has integrated Travel and Request and is using the Book then Approve (Travel to Request) option, the system may create a request automatically after booking a trip in Concur Travel. That request will include all items selected in the travel booking process.

Note

The procedures and videos in this unit only show the creation of the request, future units will show how to add the details such as needed travel segments and expenses.

Creating a Request

The following process shows how to manually create a request. In some configurations, requests are created automatically by the system based on bookings in Concur Travel.

Steps

Create the request by selecting Start a Request from the Create button.
Complete the request header.
1. Complete the fields on the request header.
2. Select the Create Request button.
Note
The fields on the request header will vary based on your configuration.

Result

The request is created, and the Expected Expenses screen is displayed. You can now add expenses to it. You'll learn how to do that later in this course.

Screenshot showing the Expected Expenses screen of the completed request.

Creating a Request

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

Summary

A request in Concur Request is a document used to estimate and seek approval for anticipated business expenses (e.g., business trips or purchases), including a header for summary information and a list of detailed expenses; supporting documentation can be attached prior to submission.
Each request follows a predefined approval process, allowing stakeholders to review projected costs before funds are spent, and approved requests can later be linked to expense reports to compare estimates with actuals.
Customers control when requests are required and what expenses they may include; in some cases, requests may be generated automatically when a trip is booked in Concur Travel.
To manually create a request, users select "Start a Request" from the Create menu, complete the request header fields, and to proceed to the Segments and Expected Expenses screens, where expenses can be added.

Next lesson