How To Create A Purchase Order In Concur

We are excited to announce that we are incorporating the processing of invoices on purchase orders (PO) into the Concur Travel and Expense System. This will lead to efficiencies for both campus and Procurement Services.

This new process will impact any invoices on POs submitted after May 3.

What will change for campus users?

The biggest change for campus users is that you will no longer complete receiving on goods and services in buyBama. This step will now be completed in Concur as described in the training materials below.

How will I submit invoices on purchase orders?

You will use Concur's Invoice Capture email your invoiceto UAPO_invoicecapture@concursolutions.com . The invoice will be reviewed through an OCR process and will be routed to an AP invoice clerk.

If your invoice does not include a typed PO number, please locate the PO number and write it on the document and then email the invoice to acctspay@ua.edu .

How do I complete receiving?

- Video Demonstration
- Step by Step Instructions
  
  After the invoice is captured in the Concur system through the above processes, an AP Invoice Clerk will review the invoice and match it to the PO accordingly. Once this step is complete, the AP Invoice Clerk will "assign" the invoice the campus user that requested the PO. At this point, the campus user will receive an email stating that the invoice has been assigned to them. They can click on the link in the email to access the invoice or follow the next few steps to locate the invoice in Concur.
  
  To locate the invoice in Concur , click on the Invoice and then Unsubmitted Invoices.
  
  From the listing, open the Concur Invoice that you need to mark as received. Review the attached vendor invoice by clicking on the View Invoice icon.
  
  If the goods or serviceslisted in the vendor invoice have been received, note the date received using the calendar feature in the date received field.
  
  Click Save.
  
  The final acknowledgement that the goods and services have been received is completed by clicking "Submit Invoice" in the top right hand corner.

All Concur items route to a supervisor for review and approval. Invoices on POs will complete this approval step. Following this step, if all information matches the PO, the invoice will route to Accounts Payable for final processing. In the case that the invoice exceeds the dollar amount approved as part of the PO review and approval process, the invoice will route to the appropriate buyer and then to the budgetary approver(s) on the org(s) affected.