Goal:
Close a Purchase Order that contains item(s) that will not be received.
Re-close a PO that was manually re-opened.
Manually closing a Purchase Order means that any unreceived item(s) cannot be marked as received and and thus will not be displayed within the Unbilled Items. For this reason, we only suggest manually closing a PO if the items will not be received from the Vendor.
Steps:
Go to Procure → Purchase Orders
Find and select the PO you want to close
Scroll down and select the blue Close P.O. button just below the Total Cost
Select Confirm
Additional Information:
Note that Purchase Orders automatically close when its items are fully received.
Only users with access to Purchase Orders can perform the following steps.