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Is it possible to link and unlink a Bill to a PO?

edited Sep 10, 2024 10:20PM in Ask A Guru 2 comments

Hello team - we are trying to address an issue related to Vendor Bills received which have not had a Purchase Order created. While this is not best practice, we must still find a solution to allow AP to intake these invoices when received and then link it to the PO once it has been created, approved, etc.

Currently they use a third party OCR tool as a Queue to intake these and work through the PO creation with Procurement. This has created its own issues and we are trying to transition to Bill Capture. However, there is no ability to customize Bill Capture to allow AP to communicate with Procurement, capture notes, etc. As they also can't create the Bill without a PO, they can't actually create the Bill and use a queue in NetSuite to achieve this. They have indicated that this is a hard stop for them to consider moving to

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