Closing a purchase order

You can close a purchase order to review any discrepancies following receipt. Closing a purchase order prevents further activities against it.

You can set the system to automatically close a purchase order after it has been received. To set up this functionality, on the Processing tab of the Owner menu, select Yes for the Allow Auto Close PO option.

In addition to purchase orders automatically closing, they can also be closed directly on a workstation. When you close a purchase order directly, you can review discrepancies related to receiving a purchase order.

To close a purchase order directly on a workstation:

  1. Select Inbound > Purchase Order. The Purchase Order screen is displayed.
  2. To display a list, use the Search feature.
  3. Select a purchase order.
  4. Select Actions and click Close Purchase Order. The purchase order header status and detail status change to Closed.
    Note: Attempting to make changes to a closed PO is not allowed without first re-opening the PO as described in the following section.