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

Maintaining Purchase Order Processor Preferences

Objective

After completing this lesson, you will be able to manage purchase order preferences in Concur Invoice Professional Edition

Purchase Order Processor Query Preferences Overview

With the Purchase Order Processor role, you can arrange the purchase order processor column view to include and exclude fields and arrange the sequence in the order you want.

You can access the Preferences by navigating to Home > Requests > Purchase Requests > Process Purchase Order > Preferences.

The image displays a Preferences window for purchase order settings. A left panel shows a default list selection and navigation options, with “Return to List” selected. A right panel lists column labels with checkboxes to show or hide fields such as request number, requester, vendor name, ship to, status, and dates. Save and Cancel buttons appear at the bottom.

View PO Amount That Has Been Invoiced

By adding the Total Invoiced Net Amount (In Percentage) column to the Purchase Orders page, you can view whether a PO has been fully or partially invoiced or not invoiced at all. This information is important and enables you to take necessary actions, such as closing the PO, or contact the vendor regarding the outstanding invoices.

Note

This feature is also available to the purchase requester if they have access to transmitting or editing their own POs. This setting is activated by an administrator in Invoice Settings.

The image displays an “All Orders” page under “Process Purchase Orders.” It shows a table of purchase orders with columns for order number, requestor, vendor name, ship to, status, needed by date, total, data source, and invoiced amount percentage. It includes Query, Actions, and Preferences buttons, a search box, and page navigation controls at the bottom.

Purchase Order Processor Queue Preferences

Review the following steps to learn how to add, delete, and re-arrange columns.

Steps

On the Process Purchase Orders page, select Preferences to open the Preferences window.
Select or clear the check boxes next to those fields you want to add or remove, and then select Save.
To rearrange the columns, a simple drag-and-drop action lets you grab the column heading and then move it to a new location in the list view.

Summary

Use Preferences to customize the Process Purchase Orders column view by adding, removing, and reordering fields.
Navigate to Home > Requests > Purchase Requests > Process Purchase Order > Preferences to open settings.
Add Total Invoiced Net Amount (In Percentage) to see fully, partially, or not invoiced purchase orders.
Use invoiced amount insights to close purchase orders or follow up with vendors on outstanding invoices.
Purchase requesters can also use this feature if an administrator enables it in Invoice Settings.

Reference

Topic	Link
Configure Column and Fields Set View	SAP Help Portal

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