Configuring Units of Measure

Objective

After completing this lesson, you will be able to configure Units of Measure.

Units of Measure Overview

On the Units of Measure page, the administrator can add, edit, and soft-delete (it may be in use) a measurable identifier that is related to a spend type (Goods or Services, or both). As a result, administrators can add a unit that is meaningful to their business type or approach to identify spend.

A set of default units, such as Box, Hours, and Each, is included. These units are linked to a spend type in the Category column. The Default Services and Default Goods check boxes allow the administrator to specify a single unit type that will always appear as the default choice when a user selects either the Good or Service spend type while creating a purchase request.

Configure Units of Measure

  1. Select Edit on the Units of Measure tile.A portion of the Invoice Settings page appears in the image. Capturing Spend is shown as the header of this group of tiles. Seven tiles are included: Custom Fields, Expense Types for Invoices, Invoice Policy Group Configuration, Units of Measure(highlighted), Purchase Order Matching, PO Configuration, and Company Locations.
  2. Select New on the Units of Measure page. The image shows a portion of the Units of Measure page. A partial list of units of measure is seen, and four buttons are above: Save, New (highlighted), Modify, and Remove
  3. Enter the following information in the Add New Units of Measure window.
    • Name: This is the name of the measurable identifier.
    • Code: Select an arbitrary code for the measurable identifier. SAP Concur recommends that you choose a two-letter code.
    • Category: This is the spend type of the unit of measure.The image displays an Add New Units Of Measure dialog box, where users can enter a name, code, and category for a new unit of measure. Save and Cancel buttons appear at the bottom.

Modify Units of Measure

  1. Select a row on the Units of Measure page, then select Modify.The image displays the Units Of Measure page, where users can set up units of measure. The Modify button and the row for the unit Each with code EA and category Both are highlighted in pink
  2. Change the relevant fields on the Modify Units of Measure page.
  3. Select Save. The image displays a dialog box titled Modify Units Of Measure. It shows three fields labeled Name, Code, and Category. The Name field contains Each. The Code field contains EA. The Category field displays Both with a dropdown arrow. At the bottom, there are two buttons labeled Save and Cancel.

Resources

SAP Help PortalLink
Concur Invoice Standard Edition Administration GuidesPurchase Request and Purchase Order

Summary

  • Administrators can add, edit, or soft-delete units of measure linked to spend types like Goods or Services.
  • Default units (e.g., Box, Hours, Each) are provided and can be customized to suit business-specific needs.
  • Configure default units for Goods or Services to streamline purchase request creation for users.
  • Add new units by specifying a name, two-letter code, and spend type category (Goods or Services).
  • Modify existing units by selecting and updating relevant fields, ensuring alignment with organizational requirements.