Cloning and Sharing a Trip in Legacy Concur Travel

Objective

After completing this lesson, you will be able to create a trip clone and share a trip with another user in legacy Concur Travel.

Clone and Share a Trip

In this lesson, we will review the process to clone and share a trip in Concur Travel.

Note

Please be aware that some options may be unavailable based on your organization's configuration. Concur Travel allows organizations to manage the user's ability to clone and share a trip. Depending on your organization's configuration you may not see all the options described in this unit.

Note

Because your organization may not have purchased or enabled all the products and features discussed in this lesson, the screen shots shown here may look slightly different than what you see on your travel site.

Clone a Trip

Users may select Clone Trip from an existing itinerary and modify the criteria to create a new itinerary for themselves. If a user has been assigned the arranger role, they are allowed to duplicate an existing itinerary for any users they have been designated to assist.

To clone a trip:

  1. From the Concur Travel home page, select Upcoming Trips.
  2. Select the trip you want to clone. This figure displays the Upcoming Trips option which shows a list of bookings that may be selected.
  3. On the Travel Details page, select Clone Trip.

    This figure shows a travel details overview for a trip and the clone Trip option is highlighted on the left side menu.

  4. On the Clone Trip page, select the traveler to clone the trip for from the Book for traveler dropdown list.
  5. Select Apply to book the cloned trip to the selected traveler.
  6. You can amend the flight departure and return dates, and choose whether to include any hotel or car segments in the cloned trip.
  7. Select Next to continue.
  8. You will be taken to the air results page, where the cloned flight segments will be displayed as the selected fare. You may continue with this fare or choose alternate flights. The trip can then be completed using the same steps as a regular booking.

This figure displays a flight booking interface for cloning a trip, highlighting the Book for traveler option and showing the original flights booked.

Share a Trip

The Share Trip feature allows a user, arranger, or self-assigning assistant to share a trip with any other user in their organization, regardless of their role.

To share a trip:

  1. From the Concur Travel home page, select Upcoming Trips.
  2. Select the trip you want to share.This figure shows a travel management interface displaying upcoming trips, including one trip awaiting approval by William Never with a deadline of 04/23/2025 at 10:00 pm Eastern.
  3. On the Travel Details page, select Share Trip.This figure shows the travel details and options for managing a trip from Minneapolis/St. Paul to Seattle, including trip dates, cost, passenger information, and tools like sharing or adding to the itinerary.
  4. In the Share Trip window, select the appropriate user.This figure displays a trip-sharing interface where users can select a recipient, add comments, include the itinerary, and choose an email format before sharing or canceling the action.
  5. Select Share Trip.
  6. An email with your travel itinerary will be sent to the user you selected. Your trip has been successfully shared.This figure shows a confirmation message in SAP Concur indicating that an email itinerary has been successfully sent to a specified recipient.

Lesson Summary

In this lesson, we reviewed the process to clone and share a trip in Concur Travel.

Resources: Legacy Concur Travel, New Concur Travel, and QuickStart Guide

For more information about legacy Concur Travel, new Concur Travel, and the Concur Travel QuickStart Guide, please reference the following resources.

TopicLink

Legacy Concur Travel versus New Concur Travel: Which Version am I Using?

https://dam.sap.com/mac/u/a/8sh4qJV.htm
Concur Travel QuickStart Guidehttps://dam.sap.com/mac/u/a/8sh4qJV.htm

Learning

SAP FacebookSAP YoutubeSAP LinkedIn