About the Project Contract and Sales Order Reconciliation Assistant
This topic provides an overview of the Project Contract and Sales Order Reconciliation Assistant, including when to use it, what it validates, and what actions users must complete outside the assistant.
What this Assistant Does
Use the Project Contract and Sales Order Reconciliation Assistant to reconcile a single external project contract with the signed ordering document uploaded to the contract.
The assistant identifies the ordering document from the contract attachments by using the attachment title and description. After the ordering document is identified, the assistant scans the document and compares it with the contract.
- The ordering document includes signatures from both the customer and the supplier.
- The currency on the ordering document matches the currency on the contract header.
- The payment terms on the ordering document match the payment terms on the contract bill plans.
- The customer name on the ordering document matches the customer name on the contract.
- The service start and end dates on the ordering document match the contract start and end dates.
- The bill-to and ship-to addresses on the ordering document match the corresponding contract party details.
What this Assistant Supports
- A single project contract at a time
- External contracts
- Contracts in Draft or Under Amendment status
- Contracts with one identifiable signed ordering document uploaded as an attachment
What this Assistant Doesn't Do
- Reconcile internal contracts.
- 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 conversation.
- Perform reconciliation if the ordering document can’t be retrieved.
- Perform reconciliation if multiple ordering documents meet the detection criteria.
How Issues are Resolved
If reconciliation issues are found, the assistant provides the object, name, problem details, and problem resolution. The user must navigate to the Contracts work area, make the required changes, and then run the reconciliation again.