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Closing Purchase Orders / Concur Invoice Integration

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Posted on by ML-16052055-0

Hello!

We have implemented Concur Invoice and Business Central using a third party connector, Wipfli. The challenge we have is this: our purchase orders are not closed or even recognized when the vendor invoice information is extracted from Concur into BC. We're ending up with hundreds of open purchase orders, even though these have all been fulfilled. Here's a summary of pur vendor invocing process:

We enter purchase orders in BC
We pass these purchase orders to Concur
Our vendors email Concur their invoices
Concur receives and captures the vendor invoice and extracts the invoice information
Our team processes the invoice through Concur
We extract he payment information from Concur into BC
We pay the vendor

Nowhere in our process is the purchase order closed or even marked as fulfilled. This is a problem since we have open purchase orders that have been fulfilled and should be closed.

Hoping someone on the BC Forum can help with a resolution.

Thank you,

Mark

Mark Levine

Chief Financial Officer

Show Imaging, Inc.

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Dynamics 365 Business Central

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Valentin Castravet 31,582 Super User 2025 Season 2 on at

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Just to confirm - during step 4 is that when an invoice is created and posted in Business Central?

If so, if in Business Central you create a purchase order in step 1, and then rather than invoicing it directly from the purchase order, in step 4 a separate invoice is created that is applied to the purchase order - Business Central will not mark the purchase orders as closed. It will leave them there. You have two options:

1. manually delete all purchase orders that are fully received/invoiced

2. search and run the Delete Invoiced Purchase Orders function. This function will go through the purchase order list and delete all orders that are fully received/invoiced.

Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/

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ML-16052055-0 17 on at

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Hi Valentine,

Thank you for responding.

It is true that "rather than invoicing it directly from the purchase order, in step 4 a separate invoice is created". But that's where our process stops. We didn't build the functiionality to apply the "invoice to the purchase order". The purchase invocies we create in Concur are extracted into BC, but don't get back to the purchase order. It's almost like the purchase invoices are independent documents from the purchase order.

Any ideas on how to get the purchase invoice and the purchase order linked up with the data that's extracted from Concur? I need to either rework the Concur/BC process or start from scratch!

Thanks again,

Mark

Mark Levine

Chief Financial Officer

Show Imaging, Inc.

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Valentin Castravet 31,582 Super User 2025 Season 2 on at

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In Business Central when you create a Purchase Invoice, you have the option to apply it to a receipt that was created on a Purchase Order. This essentially creates the link between the Purchase Invoice and the Purchase Order.

The action on a Purchase Invoice is here:

Would something like that work? The Purchase Orders would get received by the purchasing/receiving department. When the Purchase Invoices are created, rather than adding the lines manually, the lines are created by using the Get Receipt Lines function.

When the Purchase Invoice is subsequently posted, the system would update your Purchase Orders as well to mark them as invoiced.

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ML-16052055-0 17 on at

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Hi Valentin,

This might work, but I was really hoping to be able to use the native Concur functionality to be able to link the PO and purchase invoice. Our implementation partners seem to have completely ignored our requirements.

I run your solution by our team and see what they think.

Thank you,

Mark

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