Environment
Concur Travel & Expense
Issue
Per Diems are not being created, dates are grayed out while creating an itinerary, itineraries are not correct
Resolution
Correct the itinerary in order to correct the Per Diem setup. It may be necessary to edit or delete the travel allowance itineraries you have created for expense reports.
Note: These instructions assume you have already created an itinerary that needs correcting.
Edit an Itinerary
- Log in to the Concur system from Wolverine Access (https://wolverineaccess.umich.edu/concur)
- Click the Expense button
- Click the Report Library link
- Click the Create & Edit button
- Click Edit Itinerary
- Click the Itinerary Name for the item you wish to delete
- Click Edit
- Note: The Edit button is grayed out until you click an Itinerary Name
- Click on the leg of the Itinerary you wish to edit
- Modify the appropriate Departure or Arrival data in the Edit Itinerary Stop pane
- Add Itinerary Stops if needed.
- Many itinerary issues occur because only one leg of the trip has been entered.
- Click Save
- Click Done
Delete an Itinerary
- Log in to the Concur system from Wolverine Access (https://wolverineaccess.umich.edu/concur)
- Click the Expense button
- Click the Report Library link
- Click the Create & Edit button
- Click View Itinerary
- Click the Itinerary Name for the item you wish to delete
- Click Delete
- Note: The Delete button is grayed out until you click an Itinerary Name
- Click Yes on the confirmation box to delete the itinerary
- If you delete an itinerary currently assigned to an expense report that is
not submitted or has been sent back for corrections, all fixed meal expense
lines will be deleted from the expense report.
- Click Done
- Create a new Itinerary
Additional Information
- If dates within an itinerary are locked or appear grayed out, that means an existing itinerary with that date exists.
- A common reason for this is an itinerary may have been unassigned from a report, but may still be available.
- Check to see that the "Available Itineraries" pane is not hidden.
Fixed meals, per diems, and travel allowances all mean the same thing.