We have the option to close a purchase order automatically set to when the balance is zero. Is there a way to close a purchase order during accounts payable entry when the invoice is less than the total purchase order?
We have the option to close a purchase order automatically set to when the balance is zero. Is there a way to close a purchase order during accounts payable entry when the invoice is less than the total purchase order?
Hi Luann. The automatic close option is only available if the PO balance reaches zero or if all quantities have been received. If the PO still has a balance after being received in AP and you wish to close it, you will need to manually change the status of the PO to Closed.
Yes - I was looking for a button to close it manually when I am entering the accounts payable invoice. I am just learning this process, but it seems like it would be simpler to do it during data entry rather than have to go to another screen later to close it.
When you are in the AP Invoice, you can click the curved arrow next to the Order# to take you right to the PO, where you can then close and save it.
But don’t forget if you use committed cost reports the P.O. balance will still show up on that report. If you don’t want it there, you must cancel the remaining quantities to zero out the balance of the PO
Thank you - I will play around with it.
Thank you for the heads up.
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