Closing Purchase Orders

Owned by Nehal Gupta
Jul 02, 2024
2 min read

When your PO has been fully paid or no longer needed, you have the ability to close your Purchase Order. There are a couple different ways PO’s can close.

  1. Automatic Close

    1. This happens when the PO has been paid in full or Fully Matched

      1. Unless the PO is marked for Non Quantity.

      2. Unless the PO was closed and then reopened. A manual close will need to be done in this case.

  2. Manual Close

    1. One PO at a time

    2. Multiple PO’s at a time.

Process Steps

Automatic Close

  1. This happens when the PO has been paid in full or Fully Matched a.

    1. Unless the PO is marked for Non Quantity.

    2. Unless the PO was closed and then reopened. A manual close will need to be done in this case.

Screenshot 2024-07-02 at 9.45.40 PM.png

Manual Close

  1. One PO at a Time

    1. To close one PO at a time, open the PO and click on the document drop-down menu.

    2. Select Close PO, add your comment and click OK.

Screenshot 2024-07-02 at 9.45.48 PM.png

  1. Multiple POs at Once

    1. Open the My Purchase Orders search screen. All PO’s that you have access to will display.

  1. Select the PO’s you would like to close. Remember that you cannot close POs in the Pending status. Next click on the ellipse menu (…) and select Close PO.

  1. If all your PO’s are in the Completed status, you can select all PO’s at once if appropriate. Click on the topmost check box, then click on the ellipse menu (…) and select Close PO.

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