Managing Confirmation Agreements

Objective

After completing this lesson, you will be able to configure and manage invoice confirmation agreements

Confirmation Agreements Overview

Confirmation agreements in workflows are used when a company needs employees to acknowledge a legally required statement. They can be configured to appear for the following actions:

Submit: A user submits an invoice or purchase request
Approve: An approver approves an invoice or purchase request

Once the terms are accepted, Concur records the acknowledgement in the audit trail to meet legal and compliance requirements.

Note

You can only assign one Submit confirmation agreement per workflow.

To view and configure confirmation agreements, select the Confirmation Agreements tab on the Workflows page.

Confirmation Agreements tab highlighted with a list of agreement names and editable groups.

Configure Confirmation Agreements

Review the following steps to learn how to create a confirmation agreement.

Steps

In the Confirmation Agreements tab on the Workflows page, select New.
The Confirmation Agreement window appears. Complete the appropriate fields and select Save. The agreement is now available for association with your workflow. Note that you must have unrestricted administrator access to associate a confirmation agreement to a workflow.

Result

The new confirmation agreement is saved and visible on the Confirmation Agreements tab.

Summary

Use confirmation agreements to meet compliance and legal requirements.
Create an agreement and save it for workflow association.
Assign only one Submit confirmation agreement per workflow.
Review saved agreements on the Workflows page before activation.

Reference

Topic	Link
Confirmation Agreements	SAP Help Portal

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