PO Codes

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brupp
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    Hello - We want to start using PO Codes to identify Service, Capital, Bill Only & PO's created to pay an invoice.  The set up looks easy enough.  I'll make sure the field is included with the appropriate EDI sets.  I'm assuming the code needs to be on an invoice, or in other works, required on the AP side?  Anything else I need to consider?

    Are there any other types of PO's we should consider creating codes for?   Thanks.

    Kat V
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      We have them tied to number ranges to avoid AP issues (they know the 7 million range is Capital, etc). We're told in Cloud Suite this won't be an issue as PO Code is no longer indexed and will populate when you inquire on the unique PO number.

      We created codes for different routing flows - mostly a type of service: We have codes for: Approve Services (which route for confirmation of completion), Capital, Construction Projects (Product), Construction Services (Service), Shared Owner Projects (which are construction projects with even more complex routing), Contract Services (which do not need approver confirmation), Hurricane Orders, HRSA Grants.
      brupp
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      Posts: 165
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        Thanks Kat V. Good to hear it will auto populate at some point. I have a feeling AP won't like that it will not auto populate today. Do you know if there would be anything to change when linking to Lawson from ImageNow/Perceptive Content?
        Kat V
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          I don't know for certain - but we have to notify AP of any PO number range changes so I've assumed they are storing it and creating logic to populate if missing.
          Leslie
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            If you are using Perceptive (ImageNow), the EDI import process may be broken for any POs where the code is populated.  We had to engage Perceptive to create a custom script to ensure that the PO codes were not preventing invoices from coming into the system.
            TerriC
            Basic Member
            Posts: 9
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              So if you have a code in on a PO, if user is just stuck on just entering the PO number, will it still come up? I have a feeling we may benefit from this feature, but have stubborn users that it might take a while for it to be fully utilized, but it ignored, it can still work with just the PO number?
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