Setting up Cost Object Replication

Objective

After completing this lesson, you will be able to set up Cost Object Replication

Cost Object Replication

Once the System Connection has been successfully configured, the first data integration to activate and run is Cost Object Replication. It is done first for two reasons:

  1. If the customer is going to use Employee Replication, the Cost Objects must exist before that process runs to ensure each user profile can be assigned to the proper Cost Object.
  2. If the customer is not going to use Cost Object Replication, the Cost Objects must exist before the first expense report to be transmitted via Financial Integration is created.

Customers can choose to integrate a variety of Cost Objects. Each Cost Object can be set up to run with different filters and on a different schedule.

The completed and populated SAP Integration Hierarchy list in the List Management tool of Concur Expense.

Running Cost Object Replication will populate and maintain the items in the SAP Integration Hierarchy list. You can manually add test values to this list for testing the Concur UI, but those test values should be removed once Cost Object Replication is enabled.

Process

Now, let's take a moment to practice the process of setting up and running Cost Object Replication. SAP Concur will help the customer set up and run the integration, but they are responsible for ongoing use of the tools.

Configuring Cost Object Replication

In this demo, you will see how to import cost centers from SAP into SAP Concur for one company code. The process for importing the other cost objects is the same.

Please note that the steps below start with the user already logged in to the SAP site and on the cte_setup page.

Steps

  1. Set Up the Export

    Accessing the Cost Center export page.
    1. Select the connection.
    2. Select Set Up Export from the Cost Center dropdown.

  2. Review the Instructions

    Navigation to the first step of the setup process.

    The left side of the Setting Up the Integration with SAP Concur window displays a high-level overview of the steps that will be completed.

    The right side displays any instructions and other information necessary to complete this screen.

    Select the Continue button.

  3. Enter the List Name

    Completing the first step and navigation to the second step of the setup process.
    1. Type the name of the cost object list in the Concur List field.
    2. Select the Continue button.

  4. Review the Export Options

    Completing the second step and navigation to the third step of the setup process.

    The Export Without Restrictions option will export all cost centers that are active as of the selected date.

    The Phased Rollout (Restricted Export) option allows you to define a subset of cost centers to export. Later in this demo, we will see another method for doing this.

    Select the Continue button.

  5. Review the Scheduling Options

    Completing the third step and navigation to the fourth step of the setup process.

    The Manual Exportoption disables all of the options in the Scheduling area.

    The Automatic Export option you to schedule how often the export runs. SAP Concur recommends this option.

    Select the Continue button.

  6. Complete the Setup

    Reviewing the details and completing the process.

    Review the options and select the Complete button.

  7. Run the Export

    Navigating to the Manual Export tool.

    Select Manual Export from the Cost Center dropdown.

  8. Filter the Export

    Selecting the Company Code field.

    This screen allows you to filter cost centers to export by Controlling Area, Company Code, Business Area, and Cost Center.

    Select the Company Code field.

  9. Select a Company

    Choosing a company code.
    1. Select the Company Name.
    2. Select the Copy button.

  10. Execute the Export

    Runing the export.

    Select the Execute button.

    Note

    The Test Mode and Delete Cost Centers options allow you to preview what cost centers will be exported and remove cost centers that have already been exported to SAP Concur, respectively.

  11. Review the Export in SAP

    The export results view in SAP.
    1. Review the cost centers that were exported.
    2. Select the Back button.

  12. Review List Management

    Reviewing the imported cost objects in Concur Expense.

    Navigate to the SAP Concur system, open List Management, and then the SAP Integration Hierarchy list. You will see the list has four levels and the cost centers have been imported.

Result

The cost center export is configured. You can repeat these steps to export more cost centers or other cost objects.

Set Up the Cost Object Replication

Follow the simulation directions below to practice setting up Cost Object Replication.

There are several other cost objects supported, such as Network, Sales Order, Maintenance Order, and QM Order.

ExerciseStart Exercise

Further Reading: SAP Integration with Concur Solutions - Setup Guide

Example

For detailed set up information on other cost objects, please see the guide on the SAP Help Portal.

Note

The SAP Help portal with setup guide is different per SAP ERP landscape type.

Once Cost Object Replication is set up and running successfully, Employee Replication can be configured.

Summary

Let's Summarize What You've Learned:

  • Cost Object Replication must run first to ensure cost objects exist before employee or financial integrations.
  • Customers can schedule and filter cost object integration based on business requirements.
  • Exporting cost centers to SAP Concur involves configuring, scheduling, filtering, and reviewing the integration results.
  • Multiple cost object types are supported, including Network, Sales Order, and Maintenance Order.
  • Successful Cost Object Replication enables further integration steps, such as Employee Replication.

Learning

SAP FacebookSAP YoutubeSAP LinkedIn