Working with SAP Concur Support

Objective

After completing this lesson, you will be able to work with SAP Concur Support

Authorized Support Contact (ASC) Management

Note

This lesson is intended for customers who use Concur. If you do not fall into this category, please skip ahead to the assessment questions located at the end of this unit. You must answer these questions in order to successfully complete the Support Accreditation.

When your organization adopted SAP Concur as a cloud-based travel and expense management software solution, SAP assigned between two and five people as Authorized Support Contacts (ASCs). These individuals are the only ones who can access resources on the SAP Concur Support Portal and are responsible for managing SAP Concur Support issues across your organization.

As an ASC, you may be the main contact who works hand in hand with SAP Concur Support to resolve user issues. This may involve:

  • Acting as the main contact
  • Working hand in hand with SAP Concur Support
  • Collecting information from users
  • Authorizing testing
  • Approving or conducting configuration changes

Each ASC can add or remove other users as ASCs. The procedure for doing so depending on whether you have the standard or professional version of SAP Concur, and whether you have Expense, Invoice, or Travel:

How to Set Permissions

This video shows an example of setting permissions in the professional edition.

SAP Concur Support Portal: First-Time Access

Once you have ASC access, you will see a new Contact Support option on your SAP Concur screen. A similar link may also appear at the bottom of the page.

Contact Support menu option.

Selecting Contact Support opens the Support Portal. The first time you visit this page, SAP Concur displays the User Information Confirmation box, asking you to create a profile.

User Information Confirmation dialog.

Check that the information is correct and contact Concur Support if your name or email need to be changed. Complete the remaining fields and then select Save.

The ASC Guide provides detailed procedures for creating and managing your profile.

SAP Concur Support Portal at a Glance

After you complete your profile, SAP Concur displays the Support Portal Home Page, which looks like this.

Annotated version of SAP Concur Support Portal.
  1. My Profile | Close (Log out) options let you update your profile or log out.
  2. Menu Tabs provide access to the most commonly used features.
  3. Ask us anything lets you search globally across articles, cases, improvement requests, community posts, or training materials. Enter a subject, or if you know the number of the case that contains the answer to your question, you can search for that.
  4. Information Center provides important notices from Support. You can set your profile to receive these notices by e-mail.
  5. Create and View Cases lets you view the status of your existing cases, or create new ones.
  6. Knowledge Base provides answers to many support questions.
  7. Improvement Requests is where you can submit, view, and vote on suggested improvements to SAP Concur.
  8. Chat with Support lets you ask quick questions via chat.
  9. Call Support displays the Global Support phone numbers.
  10. From the Community displays the SAP user community, where customers can share information with each other.
  11. Quick Link Menu Bar shows the top menu tabs and their drop-down menu selections.

Next, we’ll look more closely at some of these features.

SAP Concur Self-Support

When you become aware of an issue, a good first step is to consult the self-service options on the Concur Support Portal. The following resources can often answer your questions immediately.

  • The Ask us anything search bar makes searching an easy task. Type in a subject and a list of related topics will display relevant articles, cases, improvement requests, community posts, or training materials. You can also search for a specific case number.

  • The Information Center provides pertinent information regarding communications from Support concerning a case you previously opened. You can also opt to receive these communications in your profile.

  • The Knowledge Base is a library of articles that answers frequently asked questions and procedures.

The ASC Navigation Guide includes detailed procedures for using Ask us Anything, the Information Center, and the Knowledge Base.

How to Use SAP Concur Self-Support

The following video shows how to use the self-support features on the SAP Concur Support Portal.

SAP Concur Community Support

If none of the self-support resources solve your issue, check the SAP Concur Community. Chances are, another user has already experienced and solved the problem you are facing, and shared it with other users.

In the SAP Concur Community, you can connect with other ASCs, post questions and answers, and participate in discussions. Professional edition customers are part of one community while standard edition customers are part of another.

To post a question:

  1. Type your question in the What would you like to know? search field.
  2. Press Enter on your keyboard or select the search icon to display similar questions or relevant articles.
  3. If no similar posted questions or articles appear, select the Post Your Question button.

The ASC Navigation Guide provides details on engaging with the SAP Concur Community.

How to Use SAP Concur Community Support

Here is an example of how the SAP Concur ASC Community can help solve an issue.

SAP Concur Open

Before you contact Live Support, SAP Concur Open offers one more checkpoint. This dashboard shows up-to-the-minute service availability and performance information. You can access it at https://open.concur.com/.

In the example below, SAP Concur experienced degradation in its mobile service on August 7, but the system was experiencing no current issues. If SAP Concur Open does show a current issue related to yours, then SAP is aware of it, and you don't need to contact support.

Example of SAP Concur Open dashboard.

The user guide, Getting the Most from SAP Concur Support, provides details on using SAP Concur Open.

Case Creation from the SAP Concur Home Page

If neither self-support nor the SAP Concur Community can resolve your issue, and SAP Concur Open shows no system-wide problems, then your next step is to create a case. You can do this directly from the SAP Concur Home page or Support tab. The ASC Navigation Guide provides detailed instructions for creating a case.

Cases you create are assigned a priority, which determines how quickly Support will respond:

  1. P1 - very high
  2. P2 - high
  3. P3 - medium
  4. P4 - low

Note

The Support Policy for SAP Cloud Servicesdetails these priorities and their support times.

When you first create a case, it will initially be assigned P3. When SAP Concur Support reviews the case, they may adjust that level. In any case, you can follow up until your issue is resolved.

Chat and Phone Support

Besides the SAP Concur Support Home page, another way to create a case is through chat and phone support. This method is effective for basic questions that a representative can quickly answer. Here's how:

Live Support Options

If you want to:Then:
Contact Chat Support
  1. Select Chat with Support on the home page.
  2. Select Expense, Travel, Invoice, or Concur Request depending on the assistance you need.
  3. Describe your issue in the chat window.
SAP Concur Support will ask for your name, company name, SAP Concur solution, and e-mail address. They will either handle your issue or if necessary, transfer you to the team best equipped to do so.

After the chat session ends, you will receive a transcript for later reference.

Contact Phone Support

From the SAP Concur Home page, select Call Support > View global phone numbers. If all representatives are engaged with other customers, you can either wait, or reserve your place in the queue by entering a phone number.

Either of the above methods will result in the creation of a case, which you can consult later if needed.

How to Create a Case

The following video demonstrates how to create a case on the SAP Support Portal.

Case Management

Once you have created a case—whether via phone, chat, or the SAP Concur Home page - you can:

  • View details about it
  • Schedule a discussion with an SAP Concur Support representative
  • Close it, if the issue has been solved
  • Print it for later reference

View a Case

To view a case, select View Cases from the SAP Concur Home page or the Support tab. You can then filter the resulting list by Type, My Cases, or Recently Viewed.

View Cases screen.

The Status column shows the current status of each case. A status of Pending, as in the first case shown above, means that SAP Concur Support requires additional information. The Case Comments section will specify what is needed in order to proceed. No progress can be made until the case is updated with the requested information. If you do not respond in 30 days, the case will be automatically closed.

For details on viewing a case, see How do I view a case?.

Schedule a Call

To schedule a call with an SAP Concur Support representative, select Scheduling Link in the open case. You will be able to specify a date, time, and other details. Once you schedule a call, you, the representative, and any other attendees will receive a meeting invitation.

Note

You will not see a scheduling link if the case is not assigned to a representative, part of a larger priority event already known, or the status is:

  • Canceled
  • Closed
  • Deferred
  • Duplicate

For detail on scheduling a call, see Schedule a Call.

Close a Case

To close a case, open it and select the Close Case button.

Then select Close from the Status drop-down menu and select Submit.

How to Manage Cases

The following demo shows how to view, filter, and sort cases on the SAP Concur Support portal. It shows how to add comments, attach files, and close cases. Finally, it shows how to print lists and download case reports.

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