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concur-docs-machine committed Jul 13, 2023
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7 changes: 1 addition & 6 deletions api-guides/expense/cost-object-workflow-integration.html
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Expand Up @@ -634,14 +634,9 @@ <h2 id="solution-steps-for-expense">Solution Steps for Expense</h2>
<li>When the report is moving within a cost object sub-branch it will generate a single event with one step instances.</li>
<li>ESS Expense Event would include a new <code class="language-plaintext highlighter-rouge">assignedUserId</code> field in the Status Changed Facts Schema.</li>
<li>Portal can also optionally listen to subsequent status change events (<code class="language-plaintext highlighter-rouge">eventType=statusChanged</code>) to further notify users after item has entered cost object approval workflow. For example, in case an item has been recalled (<code class="language-plaintext highlighter-rouge">A_RESU</code>), could post an additional notification to those users.</li>
<li>Reference: <a href="https://www.concurtraining.com/customers/tech_pubs/Docs/_Current/SG_Exp/Exp_SG_Workflow_COA.pdf">See Concur Expense: Workflow – Cost Object Approval Setup Guide</a> and <a href="https://www.concurtraining.com/customers/tech_pubs/Docs/_Current/SG_Req/Req_SG_Workflow-COA.pdf">Concur Request: Cost Object Approval Setup Guide</a> for detail on cost object approval workflow steps. In the examples in Section 4 of both guides, Dave/Cindy/Finn would each receive a notification event when the Report/Request first enters cost object approval workflow.</li>
</ul>
</li>
</ol>

<p>Reference: <a href="https://www.concurtraining.com/customers/tech_pubs/Docs/_Current/SG_Exp/Exp_SG_Workflow_COA.pdf">See Concur Expense: Workflow – Cost Object Approval Setup Guide</a> and <a href="https://www.concurtraining.com/customers/tech_pubs/Docs/_Current/SG_Req/Req_SG_Workflow-COA.pdf">Concur Request: Cost Object Approval Setup Guide</a> for detail on cost object approval workflow steps.
In the examples in Section 4 of both guides, Dave/Cindy/Finn would each receive a notification event when the Report/Request first enters cost object approval workflow.</p>

<ol>
<li><strong>Portal system retrieves all delegates’ user IDs from the <a href="/api-reference/profile/v4.identity.html">Identify v4 API</a></strong> for each approver that just received an event notification, and then portal sends a notification to each approver and delegate.
<ul>
<li>Portal uses <code class="language-plaintext highlighter-rouge">recipientId</code> obtained in ESS Expense Event to call Identity v4.</li>
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4 changes: 2 additions & 2 deletions feed.xml
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<description>Concur docs provides comprehensive information on working with the Concur platform</description>
<link>https://preview.developer.concur.com/</link>
<atom:link href="https://preview.developer.concur.com/feed.xml" rel="self" type="application/rss+xml" />
<pubDate>Thu, 13 Jul 2023 20:29:46 +0000</pubDate>
<lastBuildDate>Thu, 13 Jul 2023 20:29:46 +0000</lastBuildDate>
<pubDate>Thu, 13 Jul 2023 21:16:24 +0000</pubDate>
<lastBuildDate>Thu, 13 Jul 2023 21:16:24 +0000</lastBuildDate>
<generator>Jekyll v4.1.1</generator>

</channel>
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Expand Up @@ -271,40 +271,6 @@ <h2 id="welcome">Welcome!</h2>

<p>The toolkit and best practices found here will help us maximize your opportunity with both. We look forward to working with you!</p>

<ul>
<li><a href="#partner-resources">Partner Resources</a>
<ul>
<li><a href="#marketing-office-hours">Marketing Office Hours</a></li>
</ul>
</li>
<li><a href="#logo-and-brand-guidelines">Logo and Brand Guidelines</a>
<ul>
<li><a href="#communicating-your-partnership">Communicating Your Partnership</a></li>
<li><a href="#font-treatment">Font Treatment</a></li>
<li><a href="#sap-concur-logos">SAP Concur Logos</a></li>
</ul>
</li>
<li><a href="#marketing-content-best-practices">Marketing Content Best Practices</a>
<ul>
<li><a href="#recommended-marketing-content">Recommended Marketing Content</a></li>
<li><a href="#messaging-framework">Messaging Framework</a></li>
<li><a href="#content-best-practices">Content Best Practices</a></li>
<li><a href="#landing-pages">Landing Pages</a></li>
<li><a href="#success-stories">Partner Success Stories</a></li>
</ul>
</li>
<li><a href="#public-relations-and-social-media-guidelines">Public Relations and Social Media Guidelines</a></li>
<li><a href="#search-guidelines">Search Guidelines</a></li>
<li><a href="#working-with-sap-concur">Working with SAP Concur</a>
<ul>
<li><a href="#listing-process">App Center Listing Creation and Update Process</a></li>
<li><a href="#approval-process">Approval Process</a></li>
<li><a href="#partner-insights">Partner Insights Newsletter</a></li>
<li><a href="#contacts">SAP Concur Contacts</a></li>
</ul>
</li>
</ul>

<h2 id="partner-resources"><a name="partner-resources"></a>Partner Resources</h2>

<p>The <a href="./go-to-market.html">Go to Market page</a>, accessible from the Resources tab of your Partner Place site or via direct link, is the home for documents and links to help partners with:​</p>
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<h4 id="download-links"><a name="font-treatment-download-links"></a>Download Links</h4>

<ul>
<li>Download the ”SAP Concur Partner” font treatment <a href="https://partnerportal.concur.com/ResourceFiles/a9829671-fc33-49fc-9533-d76eea817e65.zip">here</a>.</li>
<li>Download the ”SAP Concur Partner App Center” font treatment <a href="https://partnerportal.concur.com/ResourceFiles/4b304699-930f-4831-a733-a000fd97f34f.zip">here</a>.</li>
<li>Queen’s English “App Centre” spelling available <a href="https://partnerportal.concur.com/ResourceFiles/89923fd9-ffc6-4912-877d-6185ee5fe3b2.zip">here</a>.</li>
<li>Download the ”SAP Concur Partner” font treatment <a href="/manage-apps/go-market-docs/sap-concur-partner.zip">here</a>.</li>
<li>Download the ”SAP Concur Partner App Center” font treatment <a href="/manage-apps/go-market-docs/sap-concur-partner-app-center.zip">here</a>.</li>
<li>Queen’s English “App Centre” spelling available <a href="/manage-apps/go-market-docs/sap-concur-partner-app-centre.zip">here</a>.</li>
</ul>

<p>Please read the full font treatment guidelines provided in the downloaded folders or available <a href="https://partnerportal.concur.com/ResourceFiles/a9829671-fc33-49fc-9533-d76eea817e65.zip">here</a>.</p>
Expand Down Expand Up @@ -862,7 +828,7 @@ <h3 id="press-release"><a name="press-release"></a>Press Release</h3>

<p>Please send your release to <a href="mailto:[email protected]">[email protected]</a> for review prior to submission to the SAP PR Team.</p>

<p><a href="https://partnerportal.concur.com/ResourceFiles/b517bc83-f0e0-4aab-b61d-af313f6d22b7.pdf"><strong>Download the Press Release Template</strong></a></p>
<p><a href="/manage-apps/go-market-docs/sap-concur-build-partner-pr-template-final.pdf"><strong>Download the Press Release Template</strong></a></p>

<h3 id="social-media-overview"><a name="social-media-overview"></a>Social Media Overview</h3>

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