Understand Purchase Order Reconciliation Results

This topic explains the reconciliation issues that the Project Contract and Customer Purchase Order Reconciliation Assistant can identify and how to resolve them.

Purchase Order Number Mismatch

The assistant compares the purchase order number in the purchase order document with the purchase order number on the contract.

Depending on how the contract is modeled, the purchase order number can be compared with either the contract header or contract lines.

For example, the purchase order number on the contract line is PO7867, whereas the purchase order number in the document uploaded to the contract is PO7868.

In the Contracts work area, update the purchase order number on the contract line to match the uploaded purchase order document. Then revalidate the contract using the assistant.

Customer Name Mismatch

The assistant compares the customer name in the purchase order document with the customer name on the contract.

For example, The customer name in the contract parties is Vision Operations, whereas the customer name in the purchase order document is Big Computers.

In the Contracts work area, update the customer name in the Contract Parties section so that it matches the purchase order document uploaded to the contract. Then revalidate the contract using the assistant.

Currency Mismatch

The assistant compares the currency in the purchase order document with the currency on the contract.

The currency on the contract header is USD, whereas the currency on the purchase order document is EUR.

In the Contracts work area, update the currency on the draft contract header so that it matches the purchase order document uploaded to the contract. Then revalidate the contract using the assistant.

Bill-to Address Mismatch

The assistant compares the bill-to address in the purchase order document with the bill-to address on the contract.

The bill-to address on the contract parties is 1250 Market Street, Suite 400, San Francisco, CA 94103, whereas the bill-to address on the purchase order document uploaded to the contract is 7800 Industrial Parkway, Houston, TX 77032.

In the Contracts work area, update the bill-to address in the Contract Parties section so that it matches the uploaded purchase order document. Then revalidate the contract using the assistant.

Ship-to Address Mismatch

The assistant compares the bill-to address in the purchase order document with the ship-to address on the contract.

The ship-to address on the contract parties is 1250 Market Street, Suite 400, San Francisco, CA 94103, whereas the ship-to address on the purchase order document uploaded to the contract is 7800 Industrial Parkway, Houston, TX 77032.

In the Contracts work area, update the ship-to address in the Contract Parties section so that it matches the uploaded purchase order document. Then revalidate the contract using the assistant.

Attribute Can’t be Retrieved from the Contract

The assistant may be unable to retrieve an attribute from the contract.

The attribute <attribute_name> could not be retrieved from the contract; therefore, reconciliation with the purchase order document uploaded to the contract could not be performed.

In the Contracts work area, update the Bill-to Address, Ship-to Address, or Purchase Order Number in the contract to match the purchase order document details uploaded to it. Then revalidate the contract using the assistant.