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Author's profile photo Jim Zheng

Concur Integration: SAP Financials with Concur

Overview

Cloud-based Concur travel and expense solutions enable users to plan trips and create expense reports. This information is typically transferred to financial systems for posting. Integration with SAP S/4HANA Cloud enables users to export cost objects such as cost centers, internal orders, and WBS elements to Concur and import expense reports and cash advances ready for posting to SAP S/4HANA. The integration can be performed as a direct connection or via the SAP HANA Cloud Platform integration .

 

Story

One of our project is to make an integration from SAP S/4HANA Cloud to Concur.

The business scope is showing as follow.

 

The process flow for S/4 to Concur is showing as the following picture.

To make it briefly, the key process flows are:

  1. Set up system connection (Middleware optional)
  2. Export master data
  3. Maintain integration of Financial Posting

 

For our developer, we support this process flow by using integration flow

We use the following functionalities for the integration via SAP Cloud Platform Integration

Export of Master Data

  • Export of Employee Data (Supported only in SAP ERP)
  • Export of Cost Objects
  • Export of Cost Centers
  • Export of Internal Orders
  • Export of Project WBS Elements
  • Export of Sales Order Items (Supported only in SAP ERP)
  • Export of Networks (Supported only in SAP ERP)
  • Export of Network Activities (Supported only SAP ERP)

Import of Transactional Data

  • Import of Expense Reports
  • Posting of Expense Reports

The configuration of the integration is performed in the SAP financial system. In the SAP ERP it can be started using transaction CTE_SETUP. In SAP S4/HANA Cloud use the “Setting Up the Integration with Concur” App.

Link to the pre-packaged integration content : Concur Integration: SAP Financials with Concur

 

Business Benefits

  • Secured, bidirectional system-to-system communication for faster processing and payments
  • Fully automated and robust process and data integration that provides end-to-end and timely visibility into spend
  • Financial posting and full process transparency
  • Easy setup and maintenance that delivers time and resource savings

 

Key Competitive Differentiators

  • Pre-Packaged integration content (integration flows built using SAP Cloud Platform Integration) for SAP S/4HANA Cloud
  • Predictable results using best-practices
  • Fully tested how-to-guides for easy consumption by customers, partners and consultants

 

Conclusion

After finish this project, we successfully make our customers achieve:

  1. Process expenses quickly for faster payments
  2. Get end-to-end, timely visibility into spending – from pre-trip plans to final settlements and payments
  3. Provide successful financial posting and full process transparency on both sides
  4. Save time, optimize resource and future-proof your investment

 

References

SAP Best Practices for SAP S/4HANA integration with Concur solutions

 

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      8 Comments
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      Author's profile photo Lucas Goncalves
      Lucas Goncalves

      Hi Mr. Zheng,

      Thank you for sharing this information.

      But I am not sure how to implement the technical implementation in SAP CPI.

      I made the copy of the package for my workspace, but the option "configure", it presents a message saying: "No attributes available for quick configuration in the selected artifact" and it does not have the edit option available.

      Would you have any documents on the configuration of SAP CPI?

      Thanks you.

      Author's profile photo adrian di ruggiero
      adrian di ruggiero

      Hi!

      Did you ever found how to configure it? I'm having the same problem...

      Author's profile photo Kenny Peh
      Kenny Peh

      Hello,

      Just wondering did you manage to find out how to configure? i am hitting the same issue here. Thanks.

      Author's profile photo adrian di ruggiero
      adrian di ruggiero

      I'm afraid I'm in the same place. No luck so far.

      Author's profile photo Phani Bathula
      Phani Bathula

      You find anything to sort out this?

      Author's profile photo Phani Bathula
      Phani Bathula

      Anyone manage on how to configure this?

      Author's profile photo Vijay Devulapalli
      Vijay Devulapalli

      Hello All

      Did anyone managed to get this working? Seems like this is a common problem across CPI platforms. Any idea on the version where this is fixed? or a alternate resolution?

      Thanks,

      Vijay

      Author's profile photo Tinu Jose
      Tinu Jose

      Hi All,

      We cannot configure any parameters in this artifact as all the externalized parameters are configured only in S4 and passed in the header from S4 to CPI.

      Thanks,

      Tinu Jose