Alert if vendor has an open PO and invoice is being submitted without

[andihealy]

There's a bit of a control gap regarding POs and staff being able to submit invoices for vendors who have open POs, but without the PO number attached. It would be super helpful if there was an alert built in where the system could identify whether or not the chosen vendor has an open PO when an invoice is submitted and ask the user if they would like to attach. And/or show an alert on the invoice saying there is an open PO for that vendor in the system that the reviewers would also see. 

Without this there's a lot of room for human error, especially when not all the same people are reviewing POs and invoices. 

[KevinD]

@andihealy you can create an audit rule that would flag the Invoice/Payment Request if the PO number is blank. 

Should all Invoices/Payment Requests have an associated PO?

[andihealy]

No - not all invoices should have a PO. We require POs for invoices or contracts (which may involve multiple invoices) that total $25K or greater. We do have an audit rule that you can't submit an invoice of $25K or greater without a PO, but there is no way (that I'm aware of) to alert the users that a PO number may be needed for invoices less than $25K IF there is an open PO for that vendor in the system.