Configuring the Request Allocation Form

Objective

After completing this lesson, you will be able to configure Request Allocation Forms in Concur Request.

Request Allocation Form Configuration

In the Concur Request Business Requirements Overview unit, you learned that CVI has the following business requirements:

  • Users can split their requests to multiple cost objects as needed.

This usually means that a customer will need to use the allocation functionality of the system.

Request Allocation Form Configuration Process

Working with Request Allocation Forms

Steps

  1. Access Forms and Fields

    Select the Forms and Fields from the Request Admin page.

    Select Forms and Fields from the Request Admin tools.

  2. Access the Request Allocation Fields

    Select the Request Allocation form type from the Form Type dropdown.

    Select Request Allocation from the Form Type dropdown.

  3. Copy the Default Form

    Select the Default Request Allocation Form and then select Copy Form.
    1. Select Default Request Allocation Form.
    2. Select the Copy Form button.

  4. Update the Form Name

    Select the Copy of Default Request Allocation Form and then select Modify Form to update the Form Name.
    1. Select Copy of Default Request Allocation Form.
    2. Select the Modify Form button.

  5. Enter the New Name

    Select CVI Request Allocation Form and select Save.
    1. Change the Form Name to *CVI Request Allocation Form.
    2. Select the Save button.

  6. Navigate to the Form Fields Tab

    Select the Form Fields tab.

    Select the Form Fields tab.

  7. Expand the Allocation Form

    Select the CVI Request Allocation Form in the Form Fields tab.

    Select *CVI Request Allocation Form.

  8. Open the Logical System Field

    Select the Custom 01 - Logical System form field in the CVI Request Allocation Form.

    Double-click *Custom 01 - Logical System.

  9. Update the Field Attributes

    Update the field attributes on the Modify Form Fields page and then select Save.
    1. Change the Field Label to Logical System.
    2. Select the Required checkbox.
    3. Select the Save button.
    4. Repeat Steps 8 and 9 on the rest of the fields.

Result

You have successfully created CVI's allocation form.

In this lesson, you learned how to configure the Request Allocation Form.

Learning

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