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.
Purchase Order Configuration screen.Purchase Order Preview screen.

Configure PO Number Sequences

To create a new purchase order configuration:

Steps

  1. Navigate to Invoice Processing Admin and select Purchase Order Configuration.

    Invoice Processing Admin page with Purchase Order Configuration highlighted.

  2. Select New.

    Purchase Order Configurations page with New button highlighted.

  3. Select the Invoice Group this configuration applies to.

    Purchase Order Configuration setup page with Invoice Group field highlighted.

  4. Complete the PO Number Generation fields.

    PO Number Generation setup page with Prefix, Next Sequence, and Postfix fields highlighted.

  5. Complete the Company Address fields.

    Company Address fields highlighted.

  6. 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
    Optional PO configuration fields.

  7. In the Policy drop down, select the policy this configuration applies to.

    Policy drop-down menu highlighted with desired policy selected.

  8. Select the Header and Line Item fields to be displayed on the PO.

    Header Fields and Line Item Fields menus highlighted with desired fields selected.

  9. Select Save.

    Purchase Order Configuration page with Save button highlighted.

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.

Learning

SAP FacebookSAP YoutubeSAP LinkedIn