Objective
In this unit, you will learn about the Segment Types configuration tool. You will learn how Segment Types are configured and see how it is done based on CVI's requirements.
Note
After completing this unit, you will be able to:
In Concur Request, a segment is an expense that is often part of a travel itinerary and is often booked in Concur Travel or by the TMC, such as an air ticket or hotel. Users can add segments to their requests to indicate what travel segments they will need for their trip and provide an estimate of what each segment will cost. The available segments are determined by a company's business requirements and system configuration.
Concur Request comes prebuilt with 14 Segment Types. They are:
You use the Segment Types tool to create and manage segment types in your site. Each Segment Type has a name, an icon, a display order, and an indicator to identify if it is a system record.
If you need to modify a default Segment Type, you can only adjust the display order.
You can create a new Segment Type by copying an existing one and changing the attributes of the copy as needed.
In the Configuring Request Policies unit, you will learn that each Policy can have its own set of Segment Types, with different data entry forms.
Select the Segment Types Setup Guide to open the system documentation for Segment Types.
Now that you are familiar with Segment Types, you will learn how to modify them in the next lesson.