closing a partial purchase order

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What is the best and easiest way to close a partial purchase order

The situation I mean is this:-

A purchase order comes in were we have ordered 20 of a product but the supplier only has 10 and we do not have back orders from this supplier. Under stock management I use the arrival overview to start the delivery. I enter that we have only received 10, I then validate and post this amount. Then procurement and sourcing I go to all purchase orders and find my purchase order and receive the 10 I have had delivered. The problem I have from here is that my order is still showing as open even though there is no more stock to come. So what is the best way to invoice what has come in and also close the purchase order?

Thanks in advance

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Guy Terry 29,013 Moderator on at

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Hi Harold,

You can tick the 'Close for receipt' tick box on the 'Lines' tab when you post the product receipt.

Or you can go to the PO Line afterwards, and do Update line -> Deliver remainder -> Cancel quantity.

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Community Member on at

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I've found another way to do it as well when invoicing.

Once you have progressed through to the invoicing select invoice.

Select the lines tab ->Invoice lines ->Matching details

Here on the right hand side you will find Invoice matching approval. If you tick the box it will allow you to close the order. This also automatically enters the worker ID who approved it and you can also enter a comment.

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Dipso10 50 on at

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You should be aware that the close for receipt tick box also takes into consideration your under-delivery settings. e.g. if under delivery is set to 0.00 you cannot use this method.

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Vaibhav S 240 on at

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By any way can we automate this process if PO volume is very high?

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Mahmoud Hakim 17,887 on at

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what do you mean by "if po volume very high?".

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