Suggested by Soumik Majumder – New
For blanket PO scenarios in indirect procurement space there's a possibility where the PO document might have been fully invoiced as the initially allocated funds have already been used up. But we can expect fresh supplier invoices as the project may not have been ended from supplier endpoint and they would require additional funds to be allocated.
On such occasions, the Accounts Payable team will expect the invoice capture application to allow them to associate the invoiced blanket PO document with the captured invoice that can then be transferred to D365 pending invoice queue.
Once transferred to DAX, they will coordinate with global indirect procurement team to add additional funds to the invoiced PO by adding line items to the PO document and thereby allocating extra funds that the pending invoice can be processed against.
Currently, only fully or partially open (open order, received etc.) purchase orders appear in the purchase order lookup menu for the captured invoice in OCR. It will be extremely beneficial if this can further be extended to associate invoice purchase orders to the list to accommodate similar blanket PO scenarios.