Purchase Request - PO Configuration
On the Purchase Order Configuration page you can set up the generation of purchase order numbers and define any information that should be transmitted with the purchase order.
PO Number Generation
In this section you set up the generation of purchase order numbers. Enter the following information:
In the Prefix field, type any sequence of characters or numbers that should precede the incremental PO number in the Next Sequence field
In the Next Sequence field, type the incremental PO number that the system will assign to each PO as they are generated on the approval of the PR. What you enter in the Next Sequence field will be the starting number, which can be altered once the system is in use only by using a number "further along" the numbering sequence in use (for 1000, use 1001 as an example)
In the Postfix field, type any sequence of characters or numbers that should be placed after the incremental PO number in the Next Sequence field (for example, the purchasing agent's initials
Messages to Include on Transmitted Purchase Orders
Here you can type instructions you want the supplier to note and follow.
Default Email Subject When Transmitting Purchase Orders
Here you can type text that will appear in the subject field of the email sent to the supplier.
Default Email Message When Transmitting Purchase Orders
Here you can type text that will appear in the body of the email sent to the supplier.
Company Address
The system requires that you enter a company address. Enter the following information:
Name of the company
Address
City
State/Province
Postal Code
Country
Supporting Documents
You can upload supporting documents, such as images, contracts and so on with the purchase order. You can perform the following actions:
Click Upload to upload any supporting documents
Click View to view the supporting documents
Click Remove to remove the supporting documents
Company Branding Logo
You can upload a company logo into Concur Invoice, so that suppliers viewing purchase order PDFs will see the company logo. You can perform the following actions:
Click Upload to upload a company logo
Click View to view the uploaded company logo
Click Remove to remove the company logo
Default Send Email
Type in a desired prefix for the default sender address for purchase order transmission emails. The default email address will be PurchaseOrder_DoNotReply@ConcurSolutions.com and admins will be able to change the prefix (set to "PurchaseOrder" by default) before the _DoNotReply part of the email address.
