Concur Invoice Standard Edition End User Help

Overview - Process Purchase Orders

You can review a purchase order for buying details. This means, for example, reviewing the PO for correct shipping method and terms, and reviewing the selected vendor to ensure it is a preferred supplier.

To process purchase orders, click Requests > Process Purchase Orders. Here, the you can review all of the PO requests pending approval by any approver and perform processing tasks on PO requests.

With the purchase order open in detail view, you can perform the following actions:

  • Review and change the selected vendor

  • Change the Ship To and Bill To values

  • Create queries to search for purchase requests

  • Send the purchase request associated with an untransmitted PO back to the requestor (the PO number is voided, and a new purchase request is created in this scenario)

  • Void transmitted POs

  • Close transmitted POs

  • View associated image(s) for the POs

  • Review the original invoice or purchase request associated with this purchase order

  • Edit certain purchase order details such as description and need-by date

  • Review the audit trail

  • Preview purchase orders, in PDF format

  • Transmit POs to vendors