Concur Invoice Standard Edition End User Help

Create a PO Invoice

Purchase orders should first be entered into Concur Invoice.

Please refer to the Purchase Request and Purchase Order User Guide or the PO import user guides for entering POs.

To create a PO invoice:

  1. Click Invoice > Create New Invoice. The Create New Invoice page appears.
  2. In the Purchase Order Search field, type the PO number and then select the correct PO from the list that displays. This associates the new invoice to the PO in the system.
  3. On the Enter Invoice Details page that appears, continue to enter data just as you would for any other invoice.

The invoice will use the policy to which the PO is associated. If no matching PO is found, the invoice cannot be created as a PO invoice. You must either determine why the PO has not been imported into the system or if the number you are using is incorrect.