Reconcile a Project Contract with an Ordering Document

This topic provides the steps for using the Project Contract and Sales Order Reconciliation Assistant to compare a single project contract with its uploaded ordering document.

Before You Start

Make sure you know the contract name or contract number. The assistant needs a contract name or contract number to identify the contract.

Steps

1. Open the AI Agents page.
2. Start the Project Contract and Sales Order Reconciliation Assistant.
3. When prompted, enter the contract name or contract number.
4. Review the contract identified by the assistant.
5. Review the reconciliation results.
6. If issues are identified, use the problem resolution details to update the contract or the uploaded ordering document in the Contracts work area.
7. Reconcile the contract again after making corrections.
8. When prompted, choose whether you want to reconcile another contract.

Sample Prompts

• Contract number {Contract Number}
• Contract name {Contract Name}
• Validate contract {Contract Number}

Results

If no issues are found, the assistant confirms that no reconciliation issues were identified between the contract and the ordering document.

If issues are found, the assistant displays the number of errors and provides a table with these columns:

• Object
• Name
• Problem Details
• Problem Resolution

Note:

The assistant doesn’t make the corrections for you. Navigate to the Contracts work area, make the required changes, and then reconcile the contract again.