About the Project Contract and Customer Purchase Order Reconciliation Assistant
What this Assistant Does
Use the Project Contract and Customer Purchase Order Reconciliation Assistant to reconcile a project contract with the customer purchase order document uploaded to the contract. The assistant identifies the purchase order document from the attachment title and description, scans the document, compares purchase order details with contract data, and reports reconciliation issues.
The assistant helps contract administrators identify discrepancies before the contract continues through funding, approval, invoicing, or revenue processes.
- Purchase order number
- Customer name
- Currency
- Bill-to address
- Ship-to address
The assistant supports purchase order number reconciliation at the contract header level or contract line level, depending on how the contract is modeled.
- If the purchase order reference is stored at the contract header level, the assistant compares the purchase order number in the uploaded purchase order document with the purchase order number on the contract header.
- If different contract lines have different purchase order references, the assistant scans the purchase order documents uploaded to the contract and reconciles them against contract line data.
What this Assistant Supports
- External contracts
- Contracts in Draft or Under Amendment status
- A purchase order document is uploaded to the contract as an attachment.
- The uploaded document can be identified as a purchase order document from its attachment title and description.
What this Assistant Doesn't Do
- Reconcile internal contracts.
- Reconciling more than one contract in the same request.
- Reconcile contracts that aren’t in Draft or Under Amendment status.
- Reconcile more than one contract in a single request.
- Create, cancel, terminate, close, or update contracts.
- Correct reconciliation issues directly in the contract.
- Perform reconciliation if the purchase order document can’t be retrieved.