Understand Reconciliation Results

This topic explains the reconciliation issues that the Project Contract and Sales Order Reconciliation Assistant can report and how to act on the results.

Signature Issues

The assistant checks whether both the customer and supplier signatures are present in the scanned ordering document.

If a signature is missing, upload a revised ordering document in the Contracts work area that contains the required customer or supplier signature. Then revalidate the contract using the assistant.

Currency Mismatch

The assistant compares the currency on the contract header with the currency in the ordering document.

If the currencies don’t match, update the currency on the draft contract header in the Contracts work area so that it matches the ordering document. Then revalidate the contract.

Payment Terms Mismatch

The assistant compares the payment terms on the ordering document with the payment terms on the contract bill plans.

If the payment terms don’t match, update the bill plan payment terms in the Contracts work area so that they match the ordering document. Then revalidate the contract.

Customer Name Mismatch

The assistant compares the customer name on the ordering document with the customer name in the contract parties.

If the customer names don’t match, update the customer name in the Contract Parties section so that it matches the ordering document. Then revalidate the contract.

Contract Date Mismatch

The assistant compares the service start and end dates on the ordering document with the contract start and end dates.

If the dates don’t match, update the contract start date or end date in the Overview tab of the contract header so that it matches the ordering document. Then revalidate the contract.

Bill-to Address Mismatch

The assistant compares the bill-to address on the ordering document with the bill-to address in the contract parties.

If the bill-to addresses don’t match, update the bill-to address in the Contract Parties section so that it matches the ordering document. Then revalidate the contract.

Ship-to Address Mismatch

The assistant compares the ship-to address on the ordering document with the ship-to address in the contract parties.

If the ship-to addresses don’t match, update the ship-to address in the Contract Parties section so that it matches the ordering document. Then revalidate the contract.

Attribute Retrieval Issues

If the assistant can’t retrieve an attribute from the ordering document, review the uploaded ordering document and upload a revised document if necessary. Then revalidate the contract.

If the assistant can’t retrieve an attribute from the contract, update the relevant contract details in the Contracts work area. Then revalidate the contract.