Modifying Feature Hierarchy

Objective

After completing this lesson, you will be able to create, modify and explain feature hierarchies in Concur Expense Professional Edition.

Feature Hierarchy

Feature hierarchies are hierarchical structures used to build configurations. The most common feature hierarchies include Groups, Reporting Data, and Approvers. Feature Hierarchy is a shared space used by Expense, Invoice, and Request.

All feature hierarchies must have a source list - often a connected list - to create the hierarchical structure. Once established, feature hierarchies are difficult to modify. Modifying an existing feature hierarchy breaks dependencies on existing transactional data. Partners cannot perform this type of change and must request assistance from SAP Concur.

To access Feature Hierarchy, select Feature Hierarchy from the Expense Admin menu.

Feature Hierarchies screen showing a table of Feature Name, Source List, and Feature Hierarchy (e.g., Employee, Approver, Invoice, Reporting, Tax), with a left navigation menu and a “Modify Hierarchy” button.

Modify a Hierarchy

Review the steps below to learn how to modify a feature hierarchy.

Steps

  1. On the Feature Hierarchy page, select the appropriate hierarchy, and then select the Modify Hierarchy button.

    Screenshot of Feature Hierarchies page showing a table with columns Feature Name, Source List, and Feature Hierarchy. The “Expense Authorized Approver” row is highlighted; its Source List displays “Employee Groups – Do Not Change (Conta…).” A Modify Hierarchy button appears at the top left.

  2. From the Source List dropdown menu, select the appropriate list that’s being evaluated. You can create a new list, however to properly configure the structure the fields must be created in Forms and Fields.

    Screenshot of “Hierarchy for Feature: Expense Authorized Approver” dialog. The Source List dropdown is open, showing options including Employee Groups – Do Not Change, Companies – Region, Department, Is Billable, Projects List, Airport Codes, Audit Group, Class of Service, Company‑Region, Fuel Type, Invoice Groups – Do Not Change, Miscellaneous Expense, Public Transport, Relocation Business Purpose, and Request – Booking Type. Below is an empty table with columns Level, Segment Name, and Order, and buttons New, Remove, Cancel, and a disabled Save.

  3. Select the New button.

    Screenshot of “Hierarchy for Feature: Expense Authorized Approver.” Source List is set to “Department.” The table for Level, Segment Name, and Order is empty. Buttons New (highlighted) and Remove appear above the table, with Cancel and Save at the bottom right.

  4. From the Level column, select the appropriate form that controls the appropriate value.​

    Screenshot of “Feature Hierarchies” page with a modal titled “Hierarchy for Feature: Expense Authorized Approver.” The Source List is set to “Department.” In the table, the Level field dropdown is open showing options “Employee” and “Report,” while Segment Name is empty. Buttons New, Remove, Cancel, and a disabled Save button appear.

  5. From the Segment Name column, select the appropriate field.​

    Screenshot of “Feature Hierarchies” page showing a modal titled “Hierarchy for Feature: Expense Authorized Approver.” In the table, Level is set to “Report” and the “Segment Name” dropdown is open, listing options such as Custom 01–Project, Custom 02–Billable?, Org Unit 1–Company, Org Unit 2–Location, Org Unit 3–Department (selected), Approval Status, Country/Region Code, Currency, and other Custom fields. A Save button appears at the bottom right.

  6. Select the Save button.

    Screenshot of “Feature Hierarchies” page with a modal titled “Hierarchy for Feature: Expense Authorized Approver.” The dialog shows Source List set to “Department,” a table with one row (Level: Report; Segment Name: “Org Unit 3 - Department”), and buttons New, Remove, Cancel, and a highlighted Save button. A left sidebar lists various features.

  7. Select the Yes button to confirm the actions.

    Feature Hierarchies screen with a modal titled “Hierarchy for Feature: Expense Authorized Approver.” The modal shows a checkbox “Create new source list” and a dropdown “Source List: Department.” A confirmation dialog overlays the modal, titled “Confirm Action,” warning that changing the source list will delete existing assignments and move users to the Global Group. Action buttons: “Yes” (highlighted) and “No,” with “Save” and “Cancel” visible behind.

Result

The values are immediately placed in the modified configuration area.

Concur Expense Admin “Feature Hierarchies” page with a table of features. The row “Expense Authorized Approver” is highlighted, showing Source List: Department and Feature Hierarchy: “1. Report | Org Unit 3 – Department.” A callout panel displays configuration tabs and a tree selector of groups (Global, Client Services, Production, Sales and Marketing, Transportation and Facilities, Visual Services) with a checkbox to include all subgroups and a search/filter field.

Summary

  • Feature hierarchies are structured, layered frameworks used to build system configurations.
  • Common types of feature hierarchies include groups, reporting data, and approvers.
  • Feature Hierarchy is a shared space used by Expense, Invoice, and Request modules.
  • Every hierarchy requires a source list (often a connected list) to establish its structure.

Reference

TopicLink
Feature HierarchiesSAP Help Portal

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