Concur Invoice Standard Edition Administration Help

Invoice - Policy Groups Configuration

The Policy Group Configuration page lets you choose a policy that will reflect the configuration choices you make on this page. The Policy Group Configuration page also allows clients to decide if supplier banking information should be entered when the user requests a new supplier. Depending on your site configuration, you may elect to have the user do this, or instead have the Supplier Manager add these details after the supplier is approved. If you decide that this information should be supplied and choose either Required or Optional, the Supplier Banking Information section appears in the Request New Supplier screen, directly under General Supplier Information.

The Supplier Banking Information section of the page appears or is suppressed based on the following values:

  • Hidden: The section does not appear, and there is nothing for the user to see or fill out.

  • Required: The section appears, and all fields that must logically be filled out are marked as Required (highlighted in red). The user cannot successfully complete the new supplier request without entering the necessary data in the fields.

  • Optional:The section appears, but no enforcement of data entry is required unless the user fills in one or more required fields. Under this condition, all required fields must be filled out.

Finally, decide if your users are allowed to create invoices and, when doing so, if they have privileges to change the currently assigned supplier associated with the invoice.

To configure a policy group:

  1. In the Select a policy group you would like to configure its settings list, select the policy group that you want to configure.

  2. In the Invoice Owner and Supplier Managerlists, decide if banking information should be hidden, required or optional.

  3. Allow or deny permissions to create invoices and change suppliers by selecting (enabling) or clearing (disabling) each option.

If your company is using the Country Pack feature and more than one country pack has been activated, you will be able to select a country and a policy group and then configure any settings to apply to that country and policy group.