Discovering Company Administration

Managing the Processor Queues

Maintaining the AP Dashboard

Introducing Company Tools

Maintaining Expense Types and Account Codes

Creating Audit Rules

Customizing Capture Processing

Maintaining Delegate Configuration

Configuring Email Reminders

Configuring List Management

Maintaining Workflows

Maintaining Routing Configuration

Configuring Purchase Order

Introducing Shared Administrative Settings

Maintaining Purchase Request and Invoice Specific Settings

Creating Test Users

Maintaining Cognos Settings

Maintaining Training Documentation

Locating and Processing Purchase Requests

Objective

After completing this lesson, you will be able to approve and reject a purchase request in Concur Invoice Professional Edition

Purchase Request Approval Overview

By default, the Process Purchase Requests screen opens in the Requests Pending Processor Review view, unless you choose a different one. This view displays all purchase requests with an approval status of Pending Processor Review, indicating they are ready for processing.

Screenshot of Requests Pending Processor Review page.

Locate and Approve or Reject a Purchase Request

Review the following steps to learn how to locate and act on a purchase request.

Steps

On the Process Purchase Requests screen, select the purchase request you want to review.
On the opened purchase request, you can review, send back, approve, or reject according to your company’s established procedures.
Note
When you choose Send Back, the purchase request is sent back to the submitting employee and not the approver.

Summary

Use the Pending Processor Review view to find ready-to-process requests.
Open a purchase request and review details for completeness.
Approve, reject, or send back the request based on company procedures.
Send back routes the request to the submitting employee, not an approver.

Reference

Topic	Link
Purchase Request Processor Experience	SAP Help Portal

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