Nolan Haire and Dona Jurgensen identified an opportunity to improve efficiency by managing purchase orders (POs) proactively throughout the year rather than only at year-end. As POs increasingly support automated invoice payments, monitoring their liquidation status is essential. Invoices can be delayed when POs close unexpectedly because departments are not regularly checking them in OAC.
To address this, the team partnered with FMS to develop an automated report that flags POs nearing full expenditure. This report is distributed weekly to the AP team, enabling timely outreach to requestors for adjustments or closure decisions. By eliminating the need to manually review POs in OAC, the process ensures proactive management and reduces payment delays.
Fellow Change Agents:
- Nolan Haire
- Dona Lee Jurgensen
- Matt Lawrence
Impact of idea:
- Fewer invoices being stopped and manually researched on POs
- Proactive management of POs throughout the year rather than only at year-end
