Creating PO Number Sequences

Objective

After completing this lesson, you will be able to configure PO number sequences.

Purchase Order Number Sequences Overview

Purchase Order Configuration allows you to ensure that the PO appears the way you want it to when sent to the vendor. You can create everything from the starting sequence number, company name, logo, email address, and other details can be refined to create a customized transmittal communication directed to a subsidiary of a parent company.

Each PO configuration you create is based on the group you select before creating the configuration.

Note

Groups with no PO configuration assigned use the Global Group configuration by default.

Configure PO Number Sequences

To create a new purchase order configuration:

Steps

Navigate to Invoice Processing Admin and select Purchase Order Configuration.
Select New.
Select the Invoice Group this configuration applies to.
Complete the PO Number Generation fields.
Complete the Company Address fields.
Complete the fields below if required:
- Message to Include on Transmitted Purchase Orders
- Default Email Subject When Transmitting Purchase Orders
- Default Email Message When Transmitting Purchase Orders
- Upload Support Documents
- Upload Company Branding Logo
- Default Sender Email
In the Policy drop down, select the policy this configuration applies to.
Select the Header and Line Item fields to be displayed on the PO.
Select Save.

Reference

For more detailed information, review the Use the Purchase Order Configuration Tool section in the Concur Invoice: Purchase Request and Purchase Order Admin Guide, found on the SAP Help Portal.

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