Configuring Scan Configuration

Objective

After completing this lesson, you will be able to configure a scan configuration.

Scan Configuration Overview

The Scan Configuration tool allows you to specify the parameters, records management settings, and alerts that the Expense Receipt Processor will use. After you create a scan configuration, the Expense Receipt Processor updates the Receipts Received flag data associated with a report.

Scan Configurations are assigned to Policies rather than Groups.

The image displays a Receipt Handling configuration screen. It shows several tabs including Receipt Limits, Payment Hold Configurations, Scan Configurations, Receipt Imaging, and Approved Senders. There are three buttons labeled New, Save, and Remove. One listed alert named VAT/Cash Advance Return Alert appears in the table. The table also shows details such as receipt required, subject to policy, has an exception, exception level at least, exception total at least, and contains exception codes.

Add a Scan Configuration

Completed configurations must be assigned to a Policy to be effective.

To configure a scan configuration:

Steps

  1. On the Scan Configurations tab, select New.

    The image displays a Receipt Handling screen with several tabs. The Scan Configurations tab is selected. The New button is highlighted. The table lists one alert named VAT/Cash Advance Return Alert. The table shows columns for receipt required, subject to policy, has an exception, exception level at least, exception total at least, and contains exception codes.

  2. Complete the required fields below, and then select Save.

    The image displays a Receipt Handling screen with the Scan Configurations tab selected. The Save button is highlighted. The table shows two entries named Demo and VAT/Cash Advance Return Alert. The table displays columns for receipt contact, subject to policy, cash advance, exception level, exception total, and exception codes.
    • Configuration Name – It does not need to be unique but should be easy to understand.
    • Receipt Container ID Required – If Yes, the Expense Receipt Processor must enter a Receipt Container ID value into the Receipt Container ID field for each report scanned.
    • Subject to VAT - If Yes, the Expense Receipt Processor will be alerted when the report requires VAT receipts.
    • Has Cash Advance Return - If Yes, the Expense Receipt Processor will be alerted when the report contains a cash advance return.
    • Exception Level at Least - A numeric value, between 1 and 99.
    • Exception Total at Least- A numeric value.
    • Contains Exception Codes - Displays the Exceptions helper pane and allows for the selection of exceptions that will appear if its criteria are met.

Reference

For more detailed information, review the Receipt Handling – Scan Configuration section in the Concur Expense: Receipt Handling Admin Guide, found on the SAP Help Portal.

Summary

  • Understand the purpose and function of the Scan Configurations tool in expense receipt processing.
  • Create and assign scan configurations to specific policies for effective records management.
  • Configure key fields, including Receipt Container ID, VAT alert, cash advance return, and exception settings.
  • Save and apply scan configurations to support accurate receipt handling and compliance.

Learning

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