Related Documents for Blanket POs

The Related Documents page displays information about invoices created from the Blanket PO, credit memos created from the Blanket PO, and Payments created from the Blanket PO.

Permissions

To view the Blanket POs tab, Blanket POs Status bar, or create invoices from a Blanket PO, the user must have Create/Edit Invoices permission added to the Create/Edit Invoices role. See the Collector Administrator to obtain these permissions. The Related Documents page displays the following message if the Collector user does not have permission to view a document on the page: "You do not have permission to view invoices. Contact your Administrator for access."

Note: If a BPO was novated, the original vendor cannot view Related Documents past the date of the novation. The new vendor can view Related Documents from the date of the novation forward.

The information in the following table describes the Related Documents fields for Blanket POs.

Field Name	Description
Invoice #	Displays a list of invoice numbers. Click a link to display the Invoice page.
Blanket PO#	Displays the Blanket PO number. Click the link to display the Blanket PO page.
Agency	Displays the agency name. Click the link to display the Agency Information page.
Invoices and Credit Memos
[CM]	If the document is a credit memo, displays CM.
Invoice #	Displays the invoices that were created from the Blanket PO. Click the link to open the Invoice page.
Blanket PO #	Displays the Blanket PO number. Click the link to open the Blanket PO page.
Amount	Displays the dollar amount of the invoice.
Invoice Date	Displays the date the invoice was created.
Status	Displays the invoice status. The statuses are: Pending Approval Approved Scheduled to Pay Paid Rejected Posted Voided Exception
Document Source	Displays the document source. The document source is Original.
View button	Click to view the Invoice page.
Rejected and Voided Invoices History
[CM]	If the rejected or voided document is a credit memo, displays CM.
Invoice #	Displays the rejected or voided invoices. Click the link to open the Invoice page.
Blanket PO #	Displays the Blanket PO number. Click the link to open the Blanket PO page.
Amount	Displays the dollar amount of the invoice.
Invoice Date	Displays the date the invoice was created.
Status	Displays the invoice status. The statuses are: Pending Approval Approved Scheduled to Pay Paid Rejected Voided Posted Exception
Document Source	Displays the document source.
Payments
Payment Type Reference #	Displays the amount of the payment.
Payer Name	Displays the name of the payer, usually the U.S. Treasury.
Issue Date	Displays the date the payment was issued by the U.S. Treasury.
Returned Date	Displays the date the payment was returned by the bank.
Status	Displays the status of the payments. The statuses include: Settled - the invoice was paid in full Canceled (Offset) - the invoice was first canceled and then the amount was offset (reduced) because of a debt owed by the payee to the payer. Reduced - the invoice was reduced by some amount from the original value. Returned - the invoice was returned by the bank for incorrect routing or account information. In Exception - the invoice is in exception for an error and needs to be fixed.
Amount	Displays the amount of the payment.
Reason	Displays a reason for a different amount of payment than was invoiced.