[PO] How to close a PO

In order to close a PO and have the system create a Purchase Order Change Order to relieve the remaining commitment on the PO follow these steps.
 

CAUTION: When closing Purchase Orders (POs) - User should ensure that only the required POs are in a batch prior to closing the POs. While it is possible to re-open a closed purchase order it is tedious to manually re-open a large amount of POs once they have been closed in error.  

1 - Go to Purchase Order --> Programs --> PO Close form 

2 -  Start a batch in the month you want POs closed into: 

NOTE: The month that you close your PO in will be the month in which the PO Change Order is posted, this should be taken into consideration

3 - Enter Search criteria in order to add your POs to the batch. 

EXAMPLE: In this example all the POs for a specific job are being closed. Notice the boxes to 'Include open standing POs' and 'Include POs with Backorders' are checked. This is to ensure that all POs, currently available to close, are captured by this search.

4 - Once criteria had been entered click the 'Update' button.

Tip:  If you need to remove any POs from the list before closing, you can highlight the purchase order and press the Delete key on your keyboard. This removes the PO from the current PO Close batch. 

5 - After reviewing that the POs in the batch are only those that you would like to close - click 'Close POs' , then Validate, then Post.  

NOTE: Using this process allows Vista to create a PO Change Order that will offset the remaining costs and relieve the commitment associated.