closing of purchase order and purchase order lines

(0) Share

Report

Posted on by Community Member 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?

*This post is locked for comments

All responses (3)

Answers (0)

Community Member Microsoft Employee on at

Like (0)

Report

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 25,195 on at

Like (0)

Report

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... 4,029 Super User 2024 Season 2 on at

Like (0)

Report

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?