Concur Invoice Standard Edition Administration Help

Purchase Request - PO Configuration

On the Purchase Order Configuration page you can set up the generation of purchase order numbers and to 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 vendor 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 vendor.

Default Email Message When Transmitting Purchase Orders

Here you can type text that will appear in the body of the email sent to the vendor.

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 vendors 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.