Managing Queries

Objective

After completing this lesson, you will be able to create and edit Processor Queries.

Processor Queries Overview

In Concur Invoice, a query on the Process Invoices page is essentially a predefined filter or search that helps processors quickly sort and view invoices based on specific criteria. When a processor accesses this page, they can select from a list of existing queries, such as "Invoices Ready for Processing" or "Invoices Pending Approval," to display only invoices that meet those conditions.

This feature streamlines invoice management by allowing processors to efficiently locate and act on groups of invoices according to their current status in the approval workflow. The system has several queries already set up, but processors also have the flexibility to create custom queries tailored to their needs.

Create Processor Query

Steps

  1. Select Query on the Process Invoices page.

  2. Select New Query.

  3. Add a query name on the Query Builder page.

  4. Define specific conditions the invoice must meet to be included in the results.

  5. Select Save.

Example

The image displays the Invoices Ready For Processing page in SAP Concur, where users can manage invoice processing tasks. The Query dropdown menu is expanded and the New Query option is highlighted in pink, allowing users to create a new search or filter for invoices.

Example

The image displays the Query Builder screen in SAP Concur, where users can create custom queries for invoices. The Query Name field is filled with All invoices over $5000 and highlighted in pink, as is the condition row that filters for totals greater than or equal to 5,000.00 USD. The Save button is also highlighted in pink at the bottom right.

Select a Processor Query

Steps

  1. Select Query on the Process Invoices page.

  2. Select the query you would like to run.

    The image displays the Processor Query page in SAP Concur, where users can select predefined or custom queries. The Query dropdown menu is expanded and the All Invoices over $5000 option is highlighted in pink at the bottom of the list.

Resources

SAP Help PortalLink
Concur Invoice Standard Edition Tools GuidesAdministration

Summary

  • Queries on the Process Invoices page are predefined filters that help processors quickly sort and locate specific invoices.
  • Use queries like "Invoices Ready for Processing" to streamline workflow by focusing on invoices in specific approval stages.
  • Create a custom query by defining conditions in the Query Builder and saving it for future use.
  • Select existing or custom queries from the Query menu to efficiently display relevant invoice groups.

Learning

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