Workstation – SAP Concur Integration

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Brief Overview

Review and quickly access Expense Reports that are either assigned to you or pending your approval.

The app allows you to follow up on the status of your reports, ensuring everything is submitted on time for your payment.

Connecting SAP Concur to Workstation adds a widget, to review and quickly access Expense Reports.

Get to Know the Widget

The widget has two tabs:

1. My expenses: This tab lists the expenses that you have submitted and are waiting to be reimbursed. The tab displays the following:
   • Report name
   • Total amount (number + currency)
   • Status (not submitted, submitted)
   • Modified Date
2. Pending my approval: This tab lists the expenses that are awaiting your review. This tab displays the following:

• • Report name
  • Employee name
  • Total amount (number + currency)
  • Modified Date

Configure an App in SAP Concur for Workstation Integration

The credentials creation process is divided into two different sub-process:

A) Generating the credentials:

1. Log in your SAP Concur and go to Administration > Company > Authentication Admin > OAuth 2.0 Application Management
   
   
   
2. Accessing this option you will find all the credentials already created in your environment.
   
3. To generate a new set of credentials, click on Create New App.
   
   
4. Enter required fields: App Name, App Description, Allowed Grants, Allowed Scopes, following the structure:
   • App Name: “Workstation”.
   • App Type: No changes needed.
   • App Description: “Workstation
   • Allowed Grants – refresh_token, Password, client_credentials.
   • Redirect URIs
     1. https://workstation.walkme.com/sapconcur/connected
     2. https://eu-workstation.walkme.com/sapconcur/connected
   • Allowed Scopes – add the following-
     1. openid
     2. expense.report.read
     3. receipts.read
     4. user.read
     5. identity.company.core.read
     6. company.read
     7. purchaserequest.read
     8. budgetitem.read
     9. user_read
     10. profile.user.generalemployee.read
     11. travel.itinerary.read
     12. identity.user.core.read
     13. identity.user.ids.read
     14. identity.user.enterprise.read
     15. travel.user.general.read
     16. travel.user.private.read
         
   • Principals – Do not check this box, this check box it’s for the ICS resources only.
     
   • Click on “Submit” and Client ID and Client Secret are generated – This Secret will be available only at this time to be retrieved.
5. Go to WalkMe Console and in Workstation -> Integrations -> SAP Concur -> Setup, configure the following:
   • Client ID
   • Client Secret
   • Domain, for example:
     • eu2
     • us2

Connecting SAP Concur on Workstation

1. 1. Open the Workstation Menu by clicking the widget (on Windows) / the WalkMe icon on the Mac Menu bar, or by hitting ctrl/cmd+shift+E
   2. Go to Settings -> Integrations -> SAPConcur
   3. Click Connect 
      

If the SAP Concur card is not available, contact the WalkMe admin in your organization and ask to enable SAP Concur on Workstation from the WalkMe Console.

Integration Security

Read more about Workstation’s integration security and Workstation’s Enterprise Search.