NO PO

[ddearman]

We have a strong NO PO NO PAY policy.

We asked if Concur Capture could handle auto-rejecting invoices that do not have a PO.

We were told not at this time. 

I'm looking to see if others could benefit from the same auto-rejecting process. Any advice on how anyone currently handles would also be great.

We take the original email from capture, paste a pre-generated response, and manually delete it from Concur.

[PoojaKumatkar]

Hi @ddearman,

Technically it is not feasible to auto reject invoices from capture processor screen. If you are using client managed capture then someone (who is responsible to verify all the invoices) needs to manually reject the invoice if it doesn't have PO associated with it.

Also, if PO is already available in Concur then only system will be able identify PO and policy will be automatically get updated as PO policy. If PO is not available in Concur then in that case system will still consider invoice as Non-PO invoice as there is no associated PO. 

This is a Concur standard design and functionality and there is no scope for customization at capture processor stage. 

If this answers your query, then please mark solution as accepted.