Searching Concur Travel

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Presentation transcript:

Searching Concur Travel Getting Started In Concur Searching Concur Travel

Trip Search On the Concur Home Page, you will find the Trip Search module on the left hand side of the page. Trip Search has tabs for Air/Rail, Car, Hotel, and Rail Only.

Flight Search On the SAP Concur home page, on the Flight tab, select one of the following options: Round Trip, One Way, or Multi City. In the From and To fields, enter the cities for your travel. Note: When you type in a city, airport name, or code, Travel will automatically search for a match. Click in the Depart and Return date fields, and then select the appropriate dates from the calendar. Select depart or arrive, the time of day you want to fly, and time range from the dropdown arrows. Note: Travel will automatically search before and after the time you select.

Flight Search continued… If you need a car, select the Pick-up/ Drop-off car at airport check box. If you need a hotel, select the Find a Hotel check box. You can choose to search for the hotel within a specified number of miles from one of the following location points: Airport, Address, Company Location, Reference Point / Zip Code (a city or neighborhood) Select Schedule (recommended) or Price from the Search by dropdown arrow. Click Search.

Flight Reservations Once your Travel Request has been approved (if applicable), follow the Flight Search steps and review the search results. To filter the results, select a column, row, or cell in the airline grid at the top of the results screen or use the sliding scales on the left. You can easily switch between the Shop by Fares tab and the Shop by Schedule tab by clicking on the tab

Flight Reservations continued… If you selected Price on the previous page, then the Shop by Fares tab is initially active. If you selected Schedule on the previous page, then the Shop by Schedule tab is initially active To select your flight, do one of the following: On the Shop by Fares tab, select the cost button for the appropriate flight options.

Flight Reservations continued… -OR- On the Shop by Schedule tab, click Select for the appropriate flight options.

Flight Reservations continued… Click the appropriate link to show all of the flight details. Review the flight details for your trip. Note: Depending on your airfare provider, you can click the View seats link to select your seat on the flight. Select the appropriate Available seat from the Seat Map. Click the fare amount button to select these flights. Add or choose a different frequent flier program. Concur automatically selects the corresponding frequent flier program from the profile, if available. Click Reserve Flight and Continue.

Car Reservations Note: If you requested a car on the Flight tab Search, the rental car search results appear. To select a rental car: If you selected Pick Up/Drop off car at airport on the Flight tab, you will see the results for the car search. If you selected Automatically reserve this car, Travel will add your car and then display your hotel results. – Or – Click the Car tab on the left side of the Concur home page, select your Pick-up and Drop-off dates and times, and then click Search.

Car Reservations continued… Click the Total cost button next to the appropriate rental car. Note: You can sort the car results to help find your selection. Review your car rental details, and then click Reserve Car and Continue. Review your travel details, and then click Next.

Hotel Reservations Note: Before booking, canceling, or changing your hotel reservation, verify the hotel's cancellation policy. Hotel cancellation policies have recently become much stricter. Fees will likely apply. To select a hotel If you requested a hotel on the Flight tab Search, the hotel search results appear. – Or – Click the Hotel tab on the left side of the SAP Concur home page, and then select your Check-in and Check-out dates and time, and then click Search.

Hotel Reservations continued… Use the filter options to narrow your search by Hotel Chain or Amenities. Click View Rooms to view room rates. When you are ready to reserve your hotel room, click the rate button next to the desired room type. Review the information on the Review and Reserve Hotel page, select the check box to agree, and then click Reserve Hotel and Continue.

Completing the Reservation Note: You can add or make changes to the car or hotel as well as change the dates of the flight before you complete your reservation. To complete the reservation Review the Travel Details, and then click Next. On the Trip Booking Information page, enter your trip information in the Trip Name and Trip Description fields. The trip name and description data are for your record keeping. You can choose to send a copy of the confirmation to additional recipients. Click Next. You will see the name, itinerary, and ticketing deadline, along with the total estimated cost Click Confirm Booking to finalize your trip. On the Pre-populating Your Expense Report page, you can add transportation and parking expenses, and then click Finish.

Cancelling or Changing a Reservation To change an airline, car rental, or hotel reservation At the top of the SAP Concur home page, click Travel. On the Upcoming Trips tab, click the name of the trip you want to change. To change a trip, in the Action column, click Change Trip. On the Itinerary page, select the portion of the trip you want to change. To cancel your entire trip, in the Action column, click Cancel Trip, and then click OK. To create an expense report for this trip, click Expense.

Cancelling or Changing a Reservation continued… Notes: Flight changes are available for e-tickets that include a single carrier. If the trip is already ticketed but has not occurred, you can change the time and/or date of the flight. Your change options will be with the same airline and routing. Directly contact your travel agency, the appropriate Website, or vendor if you did not book your trip using Travel.  Note: When you cancel a trip, if your ticket is refundable, your ticket will be voided or refunded, as applicable. If your ticket is non-refundable, and you cancel it in accordance with the airline rules, an e-ticket will be retained that you can apply to future trips To create an expense report for this trip, click Expense.

Questions? AskConcur@udel.edu udel.edu/procurement Procurement Services 302-831-2161