Modifying Feature Hierarchy

Objective

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

Feature Hierarchy Overview

Feature hierarchies are hierarchical structures in which you can build your configuration. The most common feature hierarchies include groups, reporting data, and approvers. Feature Hierarchy is a shared space between Expense, Invoice, and Request.

Note

Purchase Request and Payment Request have separate workflows.

All hierarchies must have a source list (often a connected list) to create the hierarchical structure. Once configured, Feature Hierarchies are difficult to modify after they are initially established. If you modify a feature hierarchy, it breaks the dependency on existing transactional data. A partner cannot complete this type of change and requires assistance from SAP Concur.

To access Feature Hierarchy, select the Feature Hierarchy link from the Invoice Processing Admin menu.

Feature Hierarchies screen showing a list of features with their source lists and hierarchy structures under Invoice Processing Admin.

Modify a Feature 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.

    Payment Authorized Approver row highlighted on the Feature Hierarchies screen, with the Modify Hierarchy button shown at the top.

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

    Source list dropdown expanded for the Payment Cost Object Approver feature, showing multiple selectable source list options.

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

    Level dropdown expanded in the Payment Cost Object Approver hierarchy screen, showing options Request, Line Item, and Allocation.

  4. From the Segment Name column, select the appropriate field.

    Segment Name dropdown expanded in the Payment Cost Object Approver hierarchy screen, showing multiple custom segment options.

  5. Select the Save button.

    Save button highlighted on the Payment Cost Object Approver hierarchy screen, showing Allocation level with the segment name Custom 04 – Reference Code.

  6. Select the Yes button to confirm the actions.

    Confirmation dialog displayed for the Payment Cost Object Approver hierarchy, with a message about changing the source list and the Yes button highlighted.

Result

The values are immediately place in the modified configuration area.

Feature Hierarchies screen highlighting Payment Cost Object Approver and the corresponding Workflows screen showing the Global group expanded with multiple items.

Summary

  • Feature hierarchies are structured, layered frameworks used to build system configurations.
  • Common types of feature hierarchies include groups, reporting data, and approvers.
  • The 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

Learning

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