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 Owner - Processing tab, 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. Click Actions and select 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.