Prepare Contracts for Sales Order Reconciliation
This topic helps contract administrators prepare a project contract so the Project Contract and Sales Order Reconciliation Assistant can reconcile it with the uploaded ordering document.
Before You Start
- An external project contract.
- In Draft or Under Amendment status.
- A single contract that you want to reconcile.
- Accessible to you based on your role and business unit access.
Prepare the Ordering Document
Before you run the reconciliation, upload the signed ordering document to the contract as an attachment.
Use an attachment title and description that clearly identify the document as the signed ordering document. The assistant uses the attachment title and description to identify the document to scan.
Avoid Attachment Issues
- No ordering document is uploaded to the contract.
- The ordering document can’t be retrieved.
- Multiple ordering documents meet the detection criteria.
- Required data can’t be extracted from the ordering document.
If the assistant can’t retrieve the ordering document details, review the contract attachments, update the attachment title or description if needed, and upload a revised document if necessary. Then run the reconciliation again.