Welcome > Configure Kofax AP Agility > Manage Invoice Processing > Project and field configurations > Purchase order number validations > PeopleSoft purchase order numbers > Configure PeopleSoft PO number format

Configure PeopleSoft PO number format

In the purchase order field on the invoice, the system expects the vendor to include the purchase order number and the purchasing business unit.

You can configure PeopleSoft purchase order number formats, by following these steps.

  1. Using the menu, navigate to the Settings > Invoice Processing > Capture Profiles > PO Number Settings > PO Number Formats tab.
  2. Optionally, modify an existing purchase order format.
  3. Optionally, enter Index, Format, and Ignore Characters values into the empty row at the bottom of the table and press Insert.

    For example, if Format is set to 10####BWARE, the system looks for a six digit number that begins with 10 and ends with BWARE.

    A new row is added to the table of purchase order formats.

  4. Save your changes.
  5. Navigate to the Settings > Invoice Processing > Capture Profiles > PO Number Settings > PO Number Validation tab.
  6. Optionally, add any relevant PeopleSoft purchase order types into the PeopleSoft Business Units setting.