[PO] How to close a PO

Closing Purchase Orders and Creating PO Change Orders

Caution: Ensure only the required POs are included in the batch before closing. Re-opening POs after closing can be tedious if many were closed in error.

Steps:

1. Navigate to Purchase Order → Programs → PO Close.

2. Start a batch in the desired month for closing POs.

   Note: The batch month determines when the PO Change Order will be posted.

3. Enter search criteria to add POs to the batch.

   • Example: To close all POs for a specific job, check Include open standing POs and Include POs with Backorders to capture all relevant POs.

4. Click Update to populate the batch.

   • Tip: To remove any POs, highlight the line and press Delete.

5. Review the batch to ensure only the intended POs are included. Then click Close POs → Validate → Post.

This process generates a PO Change Order that offsets remaining costs and relieves the associated commitment.