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closing of purchase order and purchase order lines

Posted on by Microsoft Employee

I am having an issue where my purchase orders and/or purchase order line are being closed - and then i therefore can not see the po receipts to enter/match.

In what circumstances are PO's and PO lines closed? I know when it is full received and matched it should close; and if some manually closes the po or po lines - anything i am missing?

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    Re: closing of purchase order and purchase order lines

    thanks to you both....the PO can have multiple receipts...i just needed to make sure i wasn't missing something on how it acutally gets closed.

  • Suggested answer
    Richard Whaley Profile Picture
    Richard Whaley 25,195 on at
    Re: closing of purchase order and purchase order lines

    Frank is correct, there is no automatic closing of the PO lines.  IF a line is received exactly (ie you order 10 and receive 10, it is marked complete but not closed.  The PO never gets automatically closed unless everything is received at exactly 100% of the order and is matched to an invoice exactly with no variances.  ANY alteration (order 10, receive 9 or receive 11, or invoice for a different unit cost) and the documents are left open to be maually closed.

    Check in your firm (especially the purchasing department) to see if they are closing the POs.  If you are running MRP or some other planing product, open POs are seen as a planned delivery and need to be closed.  Some purchasing people do not realize that this cannot occur until the receipt is matched to an invoice.  An alternative solution for the outstanding quantities for the purchasing team is to cancel any outstanding un-received quantities that will not be shipped.  This leaves the document/lines open to be matched.

  • Suggested answer
    Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 4,029 Super User 2024 Season 2 on at
    Re: closing of purchase order and purchase order lines

    I think you have it covered Andrea.  I can't think of another scenario where POs would close.  Are they being closed prior to being fully received and matched?

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