Concur Invoice Standard Edition End User Help

Create a Purchase Request

If your company has assigned you the Purchase Request User role, you are limited to opening only the Pending Requests page via the Request > Request Items menu. When creating the purchase request, you are assembling goods and/or services request items, then assembling these items under a single PR, using a descriptive name, such as Flood Damage Repair or Christmas Gala 2015. This is essentially the reverse of tasks presented when creating an invoice in Invoice, where the line items follow the header items. If the user clicks in the Vendor field, the five most recently used vendors appear in a list. You may also click the More Search Options link that appears in the vendor list to be able to perform more advanced search options. These search options are also available on the purchase request details page.