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Working with Primary Configuration in Concur Invoice Professional Edition
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Maintaining Workflows
Introducing Primary Configuration
Introducing the Global Template
3 min
Exploring the Invoice Configuration Relationship Diagram
4 min
Exploring the Invoice Primary Configuration Tools
4 min
Quiz
Configuring List Management
Introducing List Management
4 min
Managing Custom List Items
11 min
Importing and Managing Lists Using the On-Demand Import
5 min
Quiz
Configuring Forms and Fields
Understanding Forms and Fields: Form Types
7 min
Forms and Fields: Forms
7 min
Forms and Fields: Fields
8 min
Forms and Fields: Connected List
11 min
Forms and Fields: Form Fields
6 min
Forms and Fields: Validation
5 min
Quiz
Maintaining Vendors
Importing Vendors
5 min
Managing Approved and Unapproved Vendors
6 min
Importing Vendor Access Mapping
4 min
Managing Default Expense Types
5 min
Quiz
Managing Expense Types and Account Codes
Activating Expense Types
5 min
Importing Expense Types
4 min
Maintaining Account Codes
4 min
Creating General Ledgers
6 min
Quiz
Maintaining Workflows
Understanding Workflows
11 min
Configuring Workflows
11 min
Maintaining Invoice Approval Statuses
5 min
Configuring Email Notifications
5 min
Managing Confirmation Agreements
4 min
Maintaining Invoice Authorized Approvers
4 min
Maintaining Purchase Request Authorized Approvers
4 min
Maintaining Invoice Cost Object Approvers
5 min
Maintaining Purchase Request Cost Object Approvers
5 min
Creating and Maintaining Invoice Reason Codes and Categories
4 min
Creating and Maintaining Purchase Request Reason Codes and Categories
4 min
Quiz
Managing Feature Hierarchy
Modifying Feature Hierarchy
5 min
Quiz
Maintaining Company Locations
Maintaining Ship to and Bill to Addresses
8 min
Quiz
Configuring Policies
Understanding Policy Configuration
10 min
Quiz
Managing Group Configuration
Introducing Group Configuration
4 min
Configuring Employee Groups
5 min
Configuring Invoice Groups
6 min
Quiz
Configuring Purchase Order
Creating PO Number Sequences
6 min
Quiz
Introducing Primary Configuration
Introducing the Global Template
3 min
Exploring the Invoice Configuration Relationship Diagram
4 min
Exploring the Invoice Primary Configuration Tools
4 min
Quiz
Configuring List Management
Introducing List Management
4 min
Managing Custom List Items
11 min
Importing and Managing Lists Using the On-Demand Import
5 min
Quiz
Configuring Forms and Fields
Understanding Forms and Fields: Form Types
7 min
Forms and Fields: Forms
7 min
Forms and Fields: Fields
8 min
Forms and Fields: Connected List
11 min
Forms and Fields: Form Fields
6 min
Forms and Fields: Validation
5 min
Quiz
Maintaining Vendors
Importing Vendors
5 min
Managing Approved and Unapproved Vendors
6 min
Importing Vendor Access Mapping
4 min
Managing Default Expense Types
5 min
Quiz
Managing Expense Types and Account Codes
Activating Expense Types
5 min
Importing Expense Types
4 min
Maintaining Account Codes
4 min
Creating General Ledgers
6 min
Quiz
Maintaining Workflows
Understanding Workflows
11 min
Configuring Workflows
11 min
Maintaining Invoice Approval Statuses
5 min
Configuring Email Notifications
5 min
Managing Confirmation Agreements
4 min
Maintaining Invoice Authorized Approvers
4 min
Maintaining Purchase Request Authorized Approvers
4 min
Maintaining Invoice Cost Object Approvers
5 min
Maintaining Purchase Request Cost Object Approvers
5 min
Creating and Maintaining Invoice Reason Codes and Categories
4 min
Creating and Maintaining Purchase Request Reason Codes and Categories
4 min
Quiz
Managing Feature Hierarchy
Modifying Feature Hierarchy
5 min
Quiz
Maintaining Company Locations
Maintaining Ship to and Bill to Addresses
8 min
Quiz
Configuring Policies
Understanding Policy Configuration
10 min
Quiz
Managing Group Configuration
Introducing Group Configuration
4 min
Configuring Employee Groups
5 min
Configuring Invoice Groups
6 min
Quiz
Configuring Purchase Order
Creating PO Number Sequences
6 min
Quiz
Knowledge quiz
It's time to put what you've learned to the test, get 8 right to pass this unit.
1.
An authorized approver is a user with the standard Invoice Approver role and special approver permissions to approve based on which of the following?
Choose the correct answer.
Level
Legacy
Limit
Authority
2.
What is the unlimited amount in system?
Choose the correct answer.
999,999,999,999,999.00 + any currency
999,999,999,999,999,999.00 + any currency
999,999,999,999,999,999,999.00 + any currency
999,999,999,999.00 + any currency
3.
In the purchase request cost object approval process, what does parallel processing enable?
Choose the correct answer.
Each cost center reviews the purchase request sequentially.
Each affected cost center reviews the purchase request simultaneously.
Only the primary cost center reviews the purchase request.
The CFO reviews all requests before other approvers.
4.
How many Submit Confirmation Agreements can you assign in one workflow?
Choose the correct answer.
2
3
1
4
5.
When might you use the Cost Object Approval workflow?
Choose the correct answer.
When you want to bypass the standard reporting hierarchy.
When an invoice requires multiple approval steps based on the report total compared to manager limits.
When an invoice needs to be routed based on the cost object.
When minimal configuration is required.
6.
What is the right email notification for Approval Request Notification?
Choose the correct answer.
Default Invoice Status Change Notification
Default Purchase Request Status Change Notification
Default Invoice Pending Notification
Default Purchase Request Pending Notification
7.
Which of the following is NOT a Reason Category?
Choose the correct answer.
Missing Required Approval
Missing Delivery Date
Outside of Policy
Incorrect Items
8.
Which roles are commonly associated with workflow steps in Concur Invoice?
There are three correct answers.
Invoice Approver
System Administrator
Invoice Processor
Cost Object Approver
Database Manager
9.
The Reason Categories are a set list directly tied to which of the following?
Choose the correct answer.
Audit Rules
Cognos Reports
Expense Policies
Expense Types
10.
Where are approval statuses applied?
There are two correct answers.
Workflow Submission Agreements
Workflow Step
Workflow Step Rules
Workflow Policy