1. SAP Glossary
  2. Concur
  3. workflow rule


What is workflow rule in SAP BNS-CON - Concur?


SAP Term: workflow rule

  • Component: BNS-CON

  • Component Name: Concur

  • Description: A rule that applies to the workflow steps.


Smart SAP Assistant

  • Key Concepts: 
    A workflow rule in SAP Concur is a set of conditions that determine when a workflow should be triggered. It is used to automate the process of approving or rejecting an expense report. The rule can be based on the amount of the expense, the type of expense, or any other criteria that is relevant to the organization. 
    
    How to use it: 
    To create a workflow rule in SAP Concur, first select the “Workflow Rules” option from the main menu. Then, select “Create Rule” and enter the criteria for the rule. This includes the amount of the expense, the type of expense, and any other criteria that is relevant to the organization. Once all of the criteria have been entered, click “Save” to save the rule. 
    
    Tips & Tricks: 
    When creating a workflow rule in SAP Concur, it is important to consider how it will affect other processes within the organization. For example, if a workflow rule is created that requires all expenses over $500 to be approved by a manager, then it may be necessary to adjust other processes such as budgeting or reporting. 
    
    Related Information: 
    For more information on creating and managing workflow rules in SAP Concur, please refer to the official documentation available on their website. Additionally, there are many online resources available that provide step-by-step instructions for creating and managing workflow rules in SAP Concur.
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