Working with Request Groups

Objective

After completing this lesson, you will be able to explain Request Groups in Concur Request.

Introduction

In this unit, you will refresh your knowledge of the Group Configuration tool that you learned about in the Concur Request Configuration Tools Overview unit. You will recall how groups are configured and see how to configure them for CVI.

Note

It is strongly recommended that you have a copy of CVI's business requirements available as you complete this unit.

After completing this unit, you will be able to:

Explain Request Groups in SAP Concur.
Demonstrate configuring Request Policies based on your business requirements.

Request Groups Overview

Like in Concur Expense, users are assigned to a Group, and its associated settings define how the system behaves for that user. Groups can be configured based on any method to organize your users, such as by business unit or department, but in most cases, SAP Concur recommends creating groups by country.

Request Groups are automatically created based on the Expense Groups. In Concur Request, you cannot create, modify, or delete a Group; you can only associate a Policy to an already established Group created in Concur Expense.

Resources

Select the Group Configurations for Expense Setup Guideto open the system documentation for Group Configuration for Expense.
Select the Policies and Group Setup Guideto open the system documentation for Policies and Groups.

You've refreshed your knowledge of groups. Now progress to the next lesson and see the process of configuring Request Groups for CVI.

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