SAP Concur Administration, Configuration and Support Training & Certification Overview

This five-day instructor-led training course equips participants with the functional and administrative skills required to configure, administer, and support SAP Concur Expense and Concur Request.

The course covers Concur Expense configuration, workflow and approval configuration, Concur Request configuration, administration and site settings, end-to-end business processes, and troubleshooting and support. Through instructor demonstrations, guided exercises, business scenarios, and practical assessments, participants will develop the skills needed to perform their assigned SAP Concur responsibilities.

Subject to EssilorLuxottica’s security and access policies, the trainee will access the company’s authorized SAP Concur environment using their EssilorLuxottica credentials. A training, test, or sandbox environment is strongly recommended for configuration exercises.

The course can be aligned with EssilorLuxottica’s existing expense policies, approval structures, user roles, business rules, and support processes. Participants who satisfy the attendance, activity, and assessment requirements will receive a Certificate of Training Completion.

 

Duration 5 Days – 35 hrs.

 

Objectives 

• Access and navigate the authorized SAP Concur environment using EssilorLuxottica credentials.
• Explain the purpose and major functions of SAP Concur Expense and Concur Request.
• Describe the end-to-end expense, request, approval, processing, and reimbursement workflows.
• Identify the responsibilities of employees, approvers, processors, administrators, and support personnel.
• Configure essential Concur Expense components.
• Manage expense types, forms, fields, lists, policies, audit rules, and related controls.
• Configure workflows, approval steps, routing rules, limits, exceptions, and notifications.
• Configure and administer Concur Request components.
• Explain and manage the relationship between Concur Request and Concur Expense.
• Manage authorized users, groups, roles, permissions, and administrative settings.
• Review and maintain applicable company and site settings.
• Evaluate the business and technical impact of configuration changes.
• Develop and perform configuration test scenarios.
• Diagnose common access, submission, policy, workflow, approval, and configuration issues.
• Document incidents and escalate unresolved problems appropriately.
• Apply information-security, privacy, least-privilege, and change-management principles.
• Perform assigned SAP Concur administration and support tasks confidently.

 

Target Audience 

• SAP Concur administrators
• Concur Expense and Request administrators
• Application support analysts
• Finance systems support personnel
• Travel and expense administrators
• Functional consultants
• Business analysts
• Expense processors and auditors
• IT service desk personnel
• System administrators
• Finance operations personnel
• Process owners and subject-matter experts
• Employees assigned to administer or support EssilorLuxottica’s SAP Concur environment

 

Prerequisites 

• Basic knowledge of expense reporting, reimbursement, approval, and travel-request processes.
• General understanding of finance or administrative business processes.
• Basic computer and web-browser proficiency.
• Previous experience using SAP Concur as an employee, approver, processor, or support resource is recommended.
• An active EssilorLuxottica account and email address.
• Required multifactor authentication or company security credentials.
• Approved access to the applicable SAP Concur modules.
• Appropriate administrator, configuration, processor, support, or read-only permissions.
• A laptop with reliable internet connectivity and a supported browser.
• Access to relevant expense policies, approval matrices, and process documentation, where authorized.
• No programming experience is required.

 Training Access Requirements:

Before the training, EssilorLuxottica should provide:

• An active SAP Concur account for the trainee
• Access to Concur Expense and Concur Request
• Appropriate administrative and configuration permissions
• Access to a training, test, or sandbox environment, whenever available
• Sample or anonymized users, expenses, requests, and workflows
• Relevant expense and travel policies
• Current approval and organizational matrices
• Approval for all hands-on configuration activities
• An internal technical contact for access and permission issues
• Formal change authorization for any activity involving production

Course Outline 

Day 1: SAP Concur Fundamentals and Business-Process Understanding

Module 1: Introduction to SAP Concur 

• Overview of SAP Concur
• SAP Concur Expense, Request, Travel, and Invoice
• Scope and objectives of the training
• Benefits of integrated travel and expense management
• Important SAP Concur terminology
• Understanding the implemented EssilorLuxottica environment
• Standard versus Professional Edition considerations
• Roles and responsibilities within SAP Concur

 Module 2: Access, Navigation, Roles, and Security 

• Signing in with EssilorLuxottica credentials
• Multifactor authentication and access controls
• Navigating the SAP Concur interface
• Accessing administration tools
• Understanding role-based access
• Employee, approver, processor, auditor, and administrator roles
• Groups, roles, permissions, and assignments
• Least-privilege and segregation-of-duties principles
• Identifying access and permission limitations

 Module 3: End-to-End Expense Process 

• Creating an expense report
• Adding expenses and receipts
• Corporate-card transaction overview
• Expense-policy validation
• Submitting an expense report
• Approval routing
• Processor review and audit
• Payment and reimbursement overview
• Expense report statuses
• Recall, return, rejection, and resubmission

 Module 4: End-to-End Request Process 

• Purpose of Concur Request
• Creating and submitting a request
• Travel segments and expected expenses
• Request-policy validation
• Request approval
• Request statuses
• Approved, rejected, recalled, and cancelled requests
• Linking approved requests with expense reports
• Roles and responsibilities throughout the process

Practical Activity: Trace a sample request and expense report through the complete business process.

 

Day 2: Concur Expense Configuration

Module 5: Expense Configuration Framework 

• Overview of Expense administration
• Configuration components and dependencies
• Expense groups and policies
• Forms and fields
• Expense types and categories
• Lists and connected lists
• Account codes and financial mappings
• Receipt requirements
• Currency and tax considerations
• Corporate-card configuration overview

 Module 6: Forms, Fields, Lists, and Expense Types 

• Standard and custom fields
• Field properties and data types
• Required, optional, read-only, and hidden fields
• Form configuration and assignment
• Configuring expense types
• Assigning expense types to groups and policies
• Configuring lists and connected lists
• Default values and validation requirements
• Assessing the impact of configuration changes

 Module 7: Expense Policies and Audit Rules 

• Expense-policy structure
• Business rules and audit rules
• Warning and blocking exceptions
• Conditional rules
• Amount and date validation
• Receipt limits and documentation requirements
• Expense-type restrictions
• Attendee requirements
• User-facing policy messages
• Testing audit rules 

Module 8: Expense Administration 

• Reviewing expense reports
• Understanding report and entry statuses
• Processor queues
• Policy exceptions and violations
• Returned and rejected reports
• Supporting employees and approvers
• Identifying data and configuration issues
• Maintaining configuration documentation

Hands-on Exercise: Configure or review selected expense types, fields, policies, and validation rules.

 

Day 3: Workflow and Approval Configuration

Module 9: Workflow Fundamentals 

• Purpose and structure of workflows
• Standard and custom workflows
• Workflow steps
• Approval statuses
• Default and authorized approvers
• Employee and manager approval routing
• Processor and audit steps
• Workflow configuration dependencies

 Module 10: Approval Rules and Routing 

• Approval levels and limits
• Conditional workflow rules
• Cost-centre and organizational approvals
• Adding or skipping workflow steps
• Redirecting approval tasks
• Delegate and temporary approver considerations
• Escalation and exception handling
• Approval email notifications
• Recall, rejection, and resubmission behaviour

 Module 11: Workflow Testing and Validation 

• Developing workflow test cases
• Testing different users and approvers
• Testing approval limits
• Positive and negative scenarios
• Checking routing, statuses, and notifications
• Identifying incorrect approval routing
• Recording expected and actual results
• Obtaining business-owner acceptance

Hands-on Exercise: Configure or review an approval workflow, test its routing, and document the results.

 

Day 4: Concur Request Configuration and Administration

Module 12: Concur Request Configuration 

• Concur Request architecture and purpose
• Request policies
• Request forms and fields
• Travel segments
• Expected expenses
• Request statuses
• Request audit rules
• Request workflows and approval routing
• Email notifications
• Request-specific roles and permissions

 Module 13: Integrating Concur Request and Concur Expense 

• Relationship between Request and Expense
• Linking requests to expense reports
• Transferring expected expense information
• Aligning forms, fields, policies, and workflows
• Handling approved versus actual expenses
• Shared and module-specific settings
• Common Request-to-Expense issues

 Module 14: Administration and Site Settings

• Company administration overview
• User and profile administration
• Employee groups
• Roles and permissions
• Policy and workflow assignments
• Approver and processor assignments
• Delegates and temporary approvers
• Email and notification settings
• Organizational and cost-centre considerations
• Feature and site settings
• Import, extract, and integration overview
• Administrative security controls

 Module 15: Configuration and Change Management

• Gathering and documenting requirements
• Assessing the impact of changes
• Configuration approval
• Segregation of duties
• Testing and user acceptance
• Production implementation considerations
• Rollback planning
• Maintaining configuration records
• Communicating changes to stakeholders

Hands-on Exercise: Configure or review a sample request policy and selected administrative settings.

 

Day 5: Troubleshooting, Support, and Certification Assessment

Module 16: Troubleshooting Methodology 

• Structured troubleshooting process
• Gathering relevant information
• Reproducing and isolating issues
• Distinguishing user, data, configuration, integration, and system problems
• Reviewing roles, groups, permissions, policies, and assignments
• Identifying recent configuration changes
• Documenting troubleshooting results

 Module 17: Common SAP Concur Issues 

• Login and authentication problems
• Missing permissions or administration tools
• Missing expense types, fields, or options
• Expense report submission errors
• Request creation and submission issues
• Incorrect approval routing
• Missing or delayed notifications
• Returned, rejected, recalled, or stuck transactions
• Policy and audit-rule issues
• Receipt and documentation errors
• Browser and session problems
• Data and integration-related incidents

 Module 18: Support and Escalation 

• Classifying incidents and requests
• Recording issue details and supporting evidence
• Capturing screenshots and error messages
• Establishing issue priority and business impact
• Providing user guidance
• Escalating to internal technical teams
• Escalating to SAP Concur Support
• Monitoring incidents through resolution
• Preparing knowledge-base articles
• Maintaining support and resolution records

 Module 19: Practical Certification Assessment 

• System access and navigation exercise
• Expense-configuration scenario
• Workflow and approval scenario
• Request-configuration scenario
• Administration and permissions scenario
• Troubleshooting case
• Configuration impact assessment
• Written knowledge check
• Review of results and recommendations