Configuring the Request Header Form

Objective

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

Request Header Form Configuration

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

  • All employees have a default Logical System, Company Code, and Cost Center.
  • The Request Header will display the Company Code and Cost Center.
  • Users cannot charge their requests to other company codes but can charge to any other cost object.
  • Users can submit two types of requests: Travel and Authorization.

Configuring a header form in Concur Request is similar to configuring them in Concur Expense. The process below will show you how to add the connected list fields to the Request Header Form.

Since CVI has indicated that they have two types of requests, it is recommended to build two header forms - one for each request type.

Request Header Form Configuration Process

Working with Request Header Forms

Steps

  1. Access Forms and Fields

    Select Forms and Fields to access them from the Request Admin tools page.

    Select Forms and Fields from the Request Admin tools.

  2. Access the Request Header Forms

    Select Request Header from the Form Type dropdown.

    Select Request Header from the Form Type dropdown.

  3. Copy the Default Request Header Form

    Select the Default Request Header Form. Then, select the Copy Form button on the Forms and Fields page.
    1. Select Default Request Header Form.
    2. Select the Copy Form button.

  4. Modify the Copy

    Select the request policy to modify on the Request Policies page.
    1. Select Copy of Default Request Header Form.
    2. Select the Modify Form button.

  5. Rename the Copy

    Select Save after making the changes to selected form.
    1. Change the Form Name to *CVI Travel Request Header Form.
    2. Select the Save button.
    3. Repeat steps 3 - 5 to create the *CVI Authorization Request Form.

  6. Navigate to the Form Fields Tab

    Select the Form Fields tab.

    Select the Form Fields tab.

  7. Open the Logical System Field

    Select the CVI Authorization Request Header Form. Then, select Custom 01 - Logical System form field.
    1. Select *CVI Authorization Request Header Form.
    2. Double-click the *Custom 01 - Logical System field.

  8. Adjust the Field Attributes

    Modify the form fields and then select Save.
    1. Change the Field Label to Logical System.
    2. Select the Required checkbox.
    3. Select the Save button.
    4. Repeat this process to update the other three Custom Fields.

  9. Update the Travel Request Header Form

    Modify the form fields, adjust field attributes, and select Save for other form fields.

    Repeat steps 7 and 8 on the *CVI Travel Request Header Form.

Result

The Request Header Forms for CVI have been created.

In this lesson, you learned how to configure Request Header Forms for CVI. In the next lesson, you will review the process for Request Entry Forms.

Learning

SAP FacebookSAP YoutubeSAP LinkedIn