Concur Invoice: Purchase Order Matching User Guide for Standard Edition i
Last Revised: December 9, 2020
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Table of Contents
Section 1: Overview ....................................................................................................1
Required Roles ........................................................................................................... 1
Concur Invoice Receiving Roles ............................................................................... 1
Additional Roles .................................................................................................... 2
PO Invoice Lifecycle .................................................................................................... 3
How a PO invoice Is Processed ................................................................................ 3
Establish PO Match "To Be" Model ................................................................................ 4
PO Invoice Quick Tour ................................................................................................ 5
Matching Summary Tab ......................................................................................... 6
Purchase Order Tab ............................................................................................... 9
Invoice Tab ........................................................................................................ 10
Section 2: PO Association .......................................................................................... 11
Associate PO During Manual Invoice Creation............................................................... 11
Associate PO by Using Capture Processing ................................................................... 11
Associate Invoice With Multiple Purchase Orders .......................................................... 12
Enable and Disable Line Item Level PO................................................................... 13
PO Line Item Association ...................................................................................... 15
View and Manage Multiple POs .............................................................................. 16
Associate the Invoice to a Different PO ....................................................................... 20
Automatically Associate Invoices With Purchase Orders ................................................. 21
PO Association and Expense Types ............................................................................. 21
Change a PO-Based Invoice to a Non-PO Based Invoice ................................................ 21
Quantities and Amounts Freed up on Voided PO-Based Invoices ..................................... 22
Match Rules and Match Status ................................................................................... 22
Understand the Match Status Assigned to an Invoice .................................................... 22
When Does Concur Invoice Run Match Rules? .............................................................. 23
Section 3: Workflow and Approval Routing ............................................................... 23
Capture With Exceptions ........................................................................................... 24
Capture Without Exceptions ....................................................................................... 24
Manual Entry of Invoice ............................................................................................ 24
Section 4: Concur Invoice Receiving ......................................................................... 24
Add a Receipt .......................................................................................................... 25
Edit a Receipt .......................................................................................................... 26
Delete a Receipt ....................................................................................................... 27
Add a Receipt Image ................................................................................................ 28
View a Receipt Image ............................................................................................... 29