Using Travel Resources in Legacy Concur Travel

Objective

After completing this lesson, you will be able to navigate to legacy Concur Travel resources and reports.

Travel Resources

In this lesson, we will navigate to Travel Help to review Concur Travel End User Help, Travel Policy, Service Status, and Travel Reports.

Navigating to Travel Help

From the SAP Concur home page or the Concur Travel home page, you can access Travel Help.

  1. Hover over the question mark in the upper right corner of the page.
  2. Select Travel Help.

This figure displays the Concur Travel home page and highlights the question mark in the upper right corner of the page. The resulting drop down list includes the option Travel Help along with other administrative resources.

Travel Help Resources

The Concur Travel Professional Edition End User Help page displays online help options. You can enter keywords in the search option available or select options from the left side menu to access helpful information.

This figure depicts the SAP Help Portal interface and displays Concur Travel Professional Edition End User Help options. The search bar is highlighted as well as online resource options listed on the left side menu.

Review Your Travel Policy

To review your organization's travel policy, select the Travel Policy link in the lower-left corner of the page.

This figure shows the Travel Policy option in the lower left of the page.

Selecting Travel Policy opens a window customized by your organization, displaying either your specific Concur Travel policy rules or a link to your policy.

This figure shows two Concur Travel policy rules built for this organization. One rule requires approval for all trips and the other requires approval for hotel rates greater than $50.

Service Status

You can review the status of SAP Concur products by selecting Service Status in the lower left corner of the page.

This figure shows a list of options in the lower left corner of the page and highlights Service Status as the second option listed .

Once Service Status has been selected, SAP Concur Open will open in a new tab. This feature displays the status of all SAP Concur products and indicates if there are, or have been, any disruptions or degradation issues. There is also an option to select Log In To SAP Personalized Concur Open on this page.

This figure portrays the Service Status Dashboard, highlighting SAP Concur products and displaying the operational status for each on current and past dates. The option to Log In To SAP Personalized Concur Open is also highlighted.

Once Log In To SAP Personalized Concur Open is selected, a new tab will open to display Priority 1 (P1) and Priority 2 (P2) tabs for the data center you are working on. These tabs allow you to quickly assess the status or severity of any issues affecting your SAP Concur services, which aids in efficient troubleshooting and understanding of current operational conditions. You can select Log Out to return to SAP Concur Open or close the tab to exit.

This figure portrays the SAP Personalized Concur Open Service Status Dashboard, highlighting P1 and P2 tabs for all SAP Concur products and displaying the operational status for each on current and past dates. If selected, the option to Log Out will return you to the SAP Concur Open page.

Travel Reports

Travel Reports are generated in real time and include information from every stage of the booking process. There are five types of travel reports: Concur Meetings, Concur Triplink, General, Mobile, and Travel. You will only see the Travel Reports link if your organization has granted the required permission. The reports available to each user are defined by your organization. A complete list of reports and additional information can be found in the Travel Report Guide.

  1. Select Home.
  2. Select Travel Reports.

This figure shows a dropdown menu in SAP Concur Travel highlighting the Travel Reports option.

Lesson Summary

In this lesson, you learned how to access Travel Help, Travel Policy, Service Status, and Travel Reports—and gained an understanding of what each is used for.

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