12
Open
2
Expired
1
Low bal.
PO monitoring
Track open, missing, expired, and low-balance POs across every account, with replacements requested before the next invoice needs one.
Keep orders, POs, and terms aligned.
Rex checks every order against its PO, payment terms, and billing requirements before invoicing, so blockers surface while they are still cheap to fix.
Order, purchase order, and invoice draft validated against each other before submission
OrderSO-9821
CustomerAcme Industries
Amount$48,200
TermsNet 30
AmountTerms
POPO-44218
CustomerAcme Industries
Amount$48,200
StatusActive
EntityPO active
Invoice draftINV-59230
CustomerAcme Industries
Amount$48,200
StatusReady to submit
4 of 4 checks passed · invoice cleared to submit
Catch PO issues before invoices go out.
SO-9821 · 4/4 passed
Terms aligned
Amount aligned
Entity match
Billing address
Order checks
Review each order against billing requirements, contract terms, and customer records before it reaches invoicing.
MSA #A4Net 30
INV-59230Net 45
Terms mismatch
Terms validation
Flag mismatches between contract terms, order terms, invoice terms, and what the customer expects to pay.
Missing PO
INV-59230Expired contract
INV-44102Tax ID mismatch
INV-7711Billing blockers
Surface missing PO numbers, wrong entities, and stale billing details that would delay invoice creation or acceptance.
Toprocurement@acme.com
Re: PO needed for INV-59230
Sent 9:14 am
Replied 11:42
Customer follow-up
Request missing PO details, billing contacts, and documentation from customers, and chase until they arrive.
Blocker · INV-59230
FinanceJ. Lee
SalesM. Park
Escalation routing
Send unresolved blockers to finance, sales, or the customer owner with the account context needed to clear them.
Order & PO management,handled by Rex.
Rex runs the manual O2C work your team would otherwise outsource.