- Close a Purchase Order that contains item(s) that will not be received.
- Re-close a PO that was manually re-opened.
Closing a Purchase Order manually means that the unreceived item(s) cannot be marked as received, and therefore 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.
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".
- Note that a Purchase Order will automatically close its status when items in it are fully received.
- Only users with access to Purchase Orders will be able to perform the steps below.