Name: Assigning a Purchase Order to an Invoice in SAP Concur
Uploaded: 2024-12-12
Duration: 152 s
Description: Learn how to efficiently assign purchase orders to invoices in SAP Concur. Follow step-by-step instructions on creating, matching, and submitting invoices with associated PO numbers.

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<div>Learn how to efficiently assign purchase orders to invoices in SAP Concur. Follow step-by-step instructions on creating, matching, and submitting invoices with associated PO numbers.</div>

Assigning a Purchase Order to an Invoice in SAP Concur

Assigning a Purchase Order to an Invoice. You can add an invoice using Invoice Capture or you can add it by the client. The invoice will already be associated with the purchase order (PO) if it has been scanned through Invoice Capture and has a PO number that is available in the SAP Concur system. If an invoice has been associated with the PO number but has not yet been scanned through Invoice Capture, you must create a new invoice and then match the invoice to the PO. In the following example, you will see how to create a new invoice and then match it to a PO. To begin, from the SAP Concur Home page, select the Home menu and then select Invoice. If the invoice has already been created and assigned to an invoice owner, you can open it by selecting Unsubmitted Invoices. If the invoice is not assigned, you will select Unassigned Invoices and then select an invoice owner. For this example, select Create New Invoice. To create an invoice, you will use the Purchase Order number to search for the PO. Note: for non-PO invoices, you would search for a vendor instead of the PO number. Enter all or part of the Purchase Order number in the Purchase Order search field, and then select the appropriate purchase order. Select the Purchase Order tab to review the purchase order details. Notice that the fields are read-only unless you are assigned the Purchase Order Processor role. After reviewing the purchase order details, select the Invoice tab. Complete the remaining required fields, (indicated with the red bar), and any additional fields as directed by your company. After you enter the invoice details, select Save. The Itemization screen displays. On this screen, you can select the Expense Type, enter the Line Description, and Amount for each line item. For this example, you will see how to create line items on the Matching Summary tab. Select Cancel, and then select the Matching Summary tab. Select Copy Items from PO to quickly create line items. Select the appropriate PO line items to assign to the invoice, and then select Copy. Notice that the line item is now listed in the Invoice section. To submit the invoice, select the Invoice tab, and then select Submit Invoice. The order is now submitted with the assigned purchase order.