Concur Solution Overview And Integration With SAP S/4HANA

Transcription

Concur Solution Overview and Integration with SAPS/4HANAPia Luebeck, Director T&E Conversions, SAP SEArmin Friemelt, Integration Expert, Platinum Engineering Concur, SAP SESeptember 2017CUSTOMER

Legal disclaimerThe information in this presentation is confidential and proprietary to SAP and may not be disclosed without the permission ofSAP. This presentation is not subject to your license agreement or any other service or subscription agreement with SAP. SAPhas no obligation to pursue any course of business outlined in this document or any related presentation, or to develop orrelease any functionality mentioned therein. This document, or any related presentation and SAP’s strategy and possible futuredevelopments, products and or platforms directions and functionality are all subject to change and may be changed by SAP atany time for any reason without notice. The information in this document is not a commitment, promise, or legal obligation todeliver any material, code, or functionality. This document is provided without a warranty of any kind, either express or implied,including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement. Thisdocument is for informational purposes and may not be incorporated into a contract. SAP assumes no responsibility for errorsor omissions in this document, except if such damages were caused by SAP’s willful misconduct or gross negligence.All forward-looking statements are subject to various risks and uncertainties that could cause actual results to differ materiallyfrom expectations. Readers are cautioned not to place undue reliance on these forward-looking statements, which speak onlyas of their dates, and they should not be relied upon in making purchasing decisions. 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ CUSTOMER2

The SAP Digital Business Framework 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ CUSTOMER3

Better together Unify finance and your digital core withtravel, expense, and invoice data forinstant, real-time, and actionable insights.Expand your digital transformation byshining light on invisible spending withcloud-based solutions.Accelerate system performance withbest in class applications that areseamlessly in sync. 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ CUSTOMER4

Fewer industries change as quickly as the travel industryTravel and expense data changesconstantly – having it in the cloudand connected in near real-timebrings unmatched value andcontrol to your business. 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ CUSTOMEREmployees now control companyspending with each and everycard transaction making yourbusiness more vulnerable tocompliance issues.Global tax laws, as well ascompliance regulations changequickly – cloud based solutionsmake being compliant a reality.5

Concur customers see and savemore with integrated travel, expense,and invoice management solutionsPepsiCo saved 40 million by combining Traveland Expense together and guiding employees tomake smarter decisions.General Mills was able to save 1.4 million incosts within three years of implementing Concursolutions.Within six months of implementing ConcurExpense across 19 countries, Twitter saw thecost of running an expense report decrease bymore than 72 percent, saving them more thanseven figures annually. 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ CUSTOMER6

In a typical day730K expense receipts uploaded191K trips booked700K mobile logins 187M invoices processed 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ CUSTOMER7

Concur takes you beyond automationto a completely connected spendmanagement solution that growsalong with your businessExpertise youwon’t outgrowIndustry-leadinginnovation foryour businessOpen ecosystemexpands your view 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ CUSTOMER8

Expertise you won’t outgrowExpertiseyou won’t outgrowConcur is where you are, and where you are going Cloud solutions ensure you are always astep ahead of change, around the world Spend management solutions tailored towhat you need, today and in the future 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ CUSTOMER9

Industry-leading innovation thatbenefits youExpertiseyou won’toutgrowSuccess starts—butdoesn’t stop—with automation Connect every piece of data with every system TripLink gives you insight in to invisible spendtoday and gives employees flexibility Delighting every user increases productivity,adapts to new styles of work, and makescompliance the path of least resistance 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ CUSTOMER10

Open ecosystem expands yourviewExpertiseyou won’t outgrowEasy connections to our partners delivers powerful capabilities with speed andflexibility Meet your employees where they work Connect to the apps your employees love 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ CUSTOMER11

System RequirementsThe new SAP Integration with Concur Solutions (SAP ICS)supports the following SAP applications:SAP ERP 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ CUSTOMERSAP S/4HANA SAP S/4HANACloud Edition12

Leverage SAP systems with Concur solutions native integration tobetter control your financesSAPS/4HANA CloudSAPSuccessFactorsSAP ERP 6.0 SAP S/4HANA(on premise)(on premise)(on the road map) 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ CUSTOMERSAPBusiness ByDesign(EA phase targetedto start in 11/2018)Concur Expense(Professional Edition*)Concur Invoice(integration planned forProfessional Edition*)SAPBusiness One(on premise – in EA phase)*Standard Edition planned13

How to Set Up the SAP integration with Concur ExpenseConcur ExpenseSAP(Professional Edition) Master data replicationData exchange monitoringMaster dataSAP Master andtransactional dataSpending data Process feedbackFinancial postingExpense report Set up the communication Replicate master data Transfer documents from Concur to SAP for processing 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ CUSTOMER14

Key SAP ICS messagingEliminate manual processes—including file uploads and downloads.Minimize risk of posting errors by automation—keeping master data inboth systems in sync.Simple integration process monitoring helps you quickly and efficientlyidentify and correct financial posting issues.Direct integration with SAP ERP and SAP S/4HANA financialsystems creates accurate data integrations for faster payments.Remove the need for connectors and middleware to reduce systemcomplexity.Flexible mapping and conversion to support customer-specificintegration use cases. 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ CUSTOMER15

Key features and benefits: Talking pointsFeaturesBenefitsDirect integration with SAP ERP or SAPS/4HANA financial solutions.End-to-end visibility of financial data innear-real time.Data synchronization that automatesupdates from the SAP ERP application orSAP S/4HANA to Concur solutions.Reduced complexity and safer datasynchronization.Intuitive, integrated process monitoring forquick and efficient identification andcorrection of financial posting issues.Streamlined implementation, reducedmaintenance, lower costs, and a simplifiedsystem landscape.Flexible mapping and conversion tosupport specific integration use cases. 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ CUSTOMER16

Communication 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ CUSTOMER17

CommunicationAll communications are triggered by yourERP system!No need to open inboundcommunication in ERP 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ CUSTOMERNo need to use Middleware –but of course it is supported18

Master Data Transfer 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ CUSTOMER19

Master Data TransferBe smart!Transfer as often aspossible!But transfer as little asnecessary!And transfer in theformat you need! 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ CUSTOMER20

What do we transfer?Employees 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ CUSTOMER21

Financial Posting 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ CUSTOMER22

Financial PostingCommunication is key!Let the communication bemore like a bidirectionalconversation not like aone-way file transfer! 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ CUSTOMER23

How to process expense reports and cash advances?Processerrors 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ CUSTOMER24

Monitoring 2017SAPSE or an 2017 SAP SE or an SAP affiliate company. All rightsreserved.ǀ CUSTOMERSAP affiliate company. All rights reserved.25

MonitoringPosting issues Expense report data will bereceived in ERP but cannot beposted in SAP FIMonitoring inConcur 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ CUSTOMERCommunication issues This monitoring shows if datacould be successfully sent toand received from ConcurMonitoring inSAP ERP26

Coming Soon 2017SAPSE or an 2017 SAP SE or an SAP affiliate company. All rightsreserved.ǀ CUSTOMERSAP affiliate company. All rights reserved.27

Integration Road Map – Overview Simple integration setup wizard End-to-end financial integration, including: Master data replication to Concur Expense &Invoice Create financial posting for expense reports, cashadvances, payment requests including tax handlingand customization and extensibility options Multiple ways to reimburse expenses: credit cards,vendor payment in SAP and Concur Expense Pay Process monitoring, feedback to Concur andability to reopen expense reports when FIposting fails Direct and indirect communication Supported SAP solutions: SAP ERP (incl. Simplified Finance) SAP S/4HANA (Cloud) 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ CUSTOMER Payment of Expense Reports with HCMPayroll Transfer of income tax relevantinformation to Payroll Support of Concur Expense StandardEdition Funds/Grants Management: automaticobligation creation SAP Funds and Grants Management Reopening of processed expensereports (Delta Handling) FI-Postings with FM/GM Objects Transfer of FM/GM cost objects toConcur Enhanced Employee Master DataReplication Integration of non-SAP-ERP-Systeme Support of other SAP Solutions: SAP SuccessFactorsEmployee Central Support of other SAP Solutions: SAP Business One SAP Business ByDesign28

Features per systemEmployeeReplicationCost Object Repl.(may differ per typeof SAP system)Financial Posting& ReimbursementPayrollIntegration 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ CUSTOMERFunctional scope may differ between these systems29

Thank youInterested in regular updates on the integration scenarios? Email „Subscribe“ to sapconcurintegration@sap.com and pleaseinclude your business signature in the message body.Do you have questions about how to design the future of yourTravel & Expense solution? Visit our landing page dedicated to SAP Travel Management OnPremise customerContact information: Pia Luebeck, Director T&E Conversions, SAP SEpia.luebeck@sap.com Armin Friemelt, Integration Expert, Platinum Engineering Concur, SAPSEarmin.friemelt@sap.com Or learn more at SAP.com 2017 SAP SE or an SAP affiliate company. All rights reserved. ǀ CUSTOMER30

2017 SAP SE or an SAP affiliate company. All rights reserved.No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP SE or an SAP affiliate company.The information contained herein may be changed without prior notice. Some software products marketed by SAP SE and its distributors contain proprietary software componentsof other software vendors. National product specifications may vary.These materials are provided by SAP SE or an SAP affiliate company for informational purposes only, without representation or warranty of any kind, and SAP or its affiliatedcompanies shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP or SAP affiliate company products and services are those that areset forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty.In particular, SAP SE or its affiliated companies have no obligation to pursue any course of business outlined in this document or any related presentation, or to develop or releaseany functionality mentioned therein. This document, or any related presentation, and SAP SE’s or its affiliated companies’ strategy and possible future developments, products,and/or platform directions and functionality are all subject to change and may be changed by SAP SE or its affiliated companies at any time for any reason without notice. Theinformation in this document is not a commitment, promise, or legal obligation to deliver any material, code, or functionality. All forward-looking statements are subject to variousrisks and uncertainties that could cause actual results to differ materially from expectations. Readers are cautioned not to place undue reliance on these forward-looking statements,and they should not be relied upon in making purchasing decisions.SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP SE (or an SAP affiliate company)in Germany and other countries. All other product and service names mentioned are the trademarks of their respective companies.See /index.epx for additional trademark information and notices.

Supported SAP solutions: SAP ERP (incl. Simplified Finance) SAP S/4HANA (Cloud) Payment of Expense Reports with HCM Payroll Support of Concur Expense Standard Edition SAP Funds and Grants Management FI-Postings with FM/GM Objects Transfer of FM/GM cost objects to