Configuring FBT - Attendee Detail View

Objective

After completing this lesson, you will be able to configure the Attendee Detail View to support FBT.

FBT Configuration - Attendee Detail View

Note

This lesson only applies if you are using the Attendee Status method. If you are using the Attendee Types method, this lesson is for information only.

Permissions

The ability to complete this step requires that you have completed Advanced Configuration Training (ACT) and been granted the full Expense Configuration Administrator role. If you do not have the correct level of access, you must log a ticket with SAP Concur Support to have them complete this step for you.

Attendee Detail View

The Attendee Detail View allows your users to indicate which attendees were and were not traveling. Users are only required to indicate if they and their fellow employees were traveling. This is done by adding a specific field, called Status, to the view.

See the image below for an example of what the users see:

An example of the Attendee Details view is displayed.

The Attendee Detail View is configured by Group, so different groups can have different views assigned to them. Any group that has users subject to FBT should have a view that includes the Status field.

Scenario: Create and Assign an Attendee Detail View

This scenario continues the process of activating FBT for your Australian users. In this process, you will see how to create a copy of the default attendee view, add the Status field to it, and assign it to your Australian group.

Steps

  1. Access the Forms and Fields Tools.

    The Form and Fields option is highlighted on the Expense Admin page.

    Select Forms and Fields from the Expense Admin area.

  2. Open the Attendee Detail View list.

    Select the appropriate form type from the Form Type drop-down.

    Select Attendee Detail View from the Form Type dropdown.

  3. Copy the Default Attendee Detail View.

    Select the Copy Form button on the Forms tab.
    1. Select Default Attendee Detail View.
    2. Select the Copy Form button.

  4. Modify the Copy.

    Select the Modify Form button on the Forms tab.
    1. Select Copy of Default Attendee Detail View.
    2. Select the Modify Form button.

  5. Rename the Form.

    Select the Form Name that needs to be modified and select Save.
    1. Change the From Name to Australia - Attendee Detail View.
    2. Select the Save button.

  6. Add a field to the form.

    Select the Form Name where fields are to be added and then select Add Fields button.
    1. Select Australia - Attendee Detail View.
    2. Select the Add Fields button.

  7. Add the Status field.

    Select the field to be added and then select the Add Fields button.
    1. Scroll down to select the Status field.
    2. Select the Add Fields button.

  8. Navigate to Group Configurations.

    Select the Group Configuration option.

    Select Group Configurations.

  9. Modify the Australia group.

    Select the group to modify and then select the Modify button.
    1. Select Australia (in use).
    2. Select the Modify button.

  10. Update theAttendee List Form.

    Select the appropriate option from the Attendee List Form dropdown and select Save.
    1. Select Australia - Attendee Detail View from the Attendee List Form dropdown.
    2. Select the Save button.

Result

The attendee view for Australian users has been updated. They will now be able to indicate the status of the attendees they add to their expenses.

In the next step, you must activate FBT on the appropriate Expense Policies.

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