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Finance | Project Operations, Human Resources, ...
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Is it possible to automate finalising/closing PO's if the remaining balance is less than a specific amount

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Posted on by 59

Hi All,

Currently we have a large number of open orders which have been invoiced, but the balance remaining is less than £1.00. We wish to finalise/close these orders as nothing will be invoiced against them again. Is there a way to automate/run a batch process for this. At the moment it is a very long and tedious manual task.


Many thanks.

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  • André Arnaud de Calavon Profile Picture
    300,731 Super User 2025 Season 2 on at

    Hi Rajiv,

    Out of the box, there is no support for your requirement. You can consider creating an own batch job for finalizing these orders, automating the manual steps.

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