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PO Close

PO Close closes one or many purchase orders and removes remaining committed cost.

Before you start​

  • Know which POs should close (vendor, job, or PO range).

Steps​

  1. Open PO Close.
  2. Filter by vendor, job, or purchase order range.
  3. Check Include open standing POs and Include POs with back orders if those POs should be included even with remaining commitment.
  4. Click Update to load matching POs into the batch.
  5. File → Process Batch → Validate → preview reports → Post.

Notes​

  • If Include open standing POs and Include POs with back orders are unchecked, only POs with zero remaining cost are included.