September 2018 Invoice Professional Edition Admin Summary

Invoice

SAP Concur has introduced the first version of a new user interface for Invoice clients. Version 1.0 of the new user interface is targeted at the Accounts Payable (AP) user who is constantly monitoring the health of the Invoice lifecycle within the system. With a new AP landing page, concepts of "call to action" and "work to zero" are being brought to the forefront to better inform AP users to ensure they are working on the highest priority task.

Business Purpose / Client Benefit: The new Invoice user interface enables clients to work more efficiently and provides them greater visibility into their invoices in flight.

Purchase Request

The purchase request Receipt Type field has been added to the list of fields that are available when the Invoice Configuration Administrator configures custom audit rules for purchase request items.

Business Purpose / Client Benefit: This change enables the administrator to enforce rules regarding what the Receipt Type field in a service type purchase request must be set to before the purchase request can be saved or submitted.

Purchase Order

New fields have been added to the GET, PUT, and POST methods of the Invoice v3 Purchase Order API.

GET

The following fields have been added to the GET method:

• Purchase Request Number

  This field contains the Purchase Request Number for the purchase request the purchase order was created from.

• Is a Change Order

  This field indicates whether or not the purchase order was created from a change order.

• Is Test

  This field indicates whether or not the purchase order is a test purchase order.

PUT AND POST

The following field has been added to the PUT and POST methods:

• Purchase Order Line Item UOM Code

  This field contains the code for the Unit of Measure associated with the PO line item.

Business Purpose / Client Benefit: This change enables developers to retrieve more complete information about purchase orders through the GET method.

Create and Approve Vendors

When a vendor is approved through the Create and Approve Vendors feature, if the Vendor Employee Access feature is configured for Invoice, the newly approved vendor is automatically assigned to the groups associated with the employee who requested or created the vendor.

Business Purpose / Client Benefit: With this enhancement, a newly approved vendor is automatically assigned to the groups to which the user who requested the vendor is assigned.

When a new vendor is created through the Create and Approve Vendors feature, the Vendor Code and the Vendor Address Code fields are no longer required. These fields will be required when approving a vendor but are not be required when creating a new vendor prior to approval.

Business Purpose / Client Benefit: This enhancement enables the Vendor Manager to allow the Vendor Code and Vendor Address Code field data to be generated automatically by Invoice. This enhancement also ensures that these codes are unique to the vendor.

Plain Text FTP Support

In November 2017, SAP Concur announced the End of Support for plain text FTP to transfer data to and from SAP Concur. SAP Concur provided clients an extension until September 1st, 2018 to complete their transition to secure FTP protocols.

Plain text FTP is not a secured protocol and has inherent security vulnerabilities. On September 1st, 2018, SAP Concur Operations applied a security update to our File Transfer infrastructure, restricting the use of plain text FTP as a part of our ongoing commitment to securing our customers’ data and meeting the audited security requirements of the SAP Concur Trust Platform.

For more information, refer to the Plain Text FTP Retirement FAQ (English Only).

SAP Integration

SAP has updated the financial integration between Concur Invoice and SAP ERP and SAP S/4HANA to support importing the following new types of cost objects to Concur:

• Maintenance Order

• Production Order

• Quality Management Order

Business Purpose / Client Benefit: This update provides more cost objects for clients in the logistics area.

Concur Open

Concur Open is the SAP Concur service status dashboard. It displays known and widespread outages and incidents for select SAP Concur services and all data centers. Concur Open displays the current service status as well as incident history for the past 20 days.

Personalized Concur Open became available on September 11.

With the release, new functionality will be added to Concur Open. SAP Concur users will be able to log in to a personalized view of Concur Open and:

• View service status for the services and the data center that are specific to their company

• Access subscription options for updates about the incidents that impact the services specific to their company

• View service history for the past two years as well as detailed root cause analysis information and the actions taken by SAP Concur for specific incidents

Business Purpose / Client Benefit: Customers use Concur Open to monitor their SAP Concur services outages, status, and availability. The new functionality will provide customers a personalized view of their service status and availability. SAP Concur's goal is to provide a more accurate and transparent view of incidents/outages.

Planned Changes

The items in this section are targeted for future releases. Concur reserves the right to postpone implementation of – or completely remove – any enhancement/change mentioned here.

Invoice

In a future release, SAP Concur will replace instances of the term "payment request" and its iterations with the term "invoice" and its iterations. These changes will be made in the user interface, the Invoice documentation, and in all other SAP Concur product documentation where it appears.

Business Purpose / Client Benefit: This change helps to ensure that the terminology used in SAP Concur is consistent with industry standard terminology.

In a future release, a new administrative role will be enabled for Invoice. The new role, Digital Compliance Administrator, will be a shared role that enables a user to access the Expense and Invoice e-Bunsho timestamp validation tools.

Purchase Request

In a future release, a user with the Invoice Configuration Administrator role will be able to modify the default value for the Receipt Type field that appears on the Purchase Request Item form.

Business Purpose / Client Benefit: This change facilitates three-way matching of receipts and other workflow requirements.

Client Notifications

The list of non-affiliated subprocessors is available here: SAP Concur list of Subprocessors (English Only)

Monthly browser certifications, both current and planned, are available with the other SAP Concur monthly release notes, accessible from What's New - Professional Edition