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Closing a purchase order

When you finish receiving against a purchase order, the status of the purchase order automatically becomes Closed.

If a purchase order is In Progress (some items have been received), you can manually close the purchase order.

Closed purchase orders cannot be received against. For more information about the purchase order status, see Purchase order field descriptions.

To close a purchase order:

  1. Select Ordering>Purchase Orders.
  2. A list of purchase orders appears. Highlight the purchase order you want to close.
    • Select Close SO icon Close PO up above.

    OR

    • Select View iconView up above. The View purchase order screen appears. Click Close PO at the bottom of the screen.
  3. A pop-up appears asking you to confirm that you want to close the PO.
  4. Click OK to close the purchase order. Click Cancel to leave the purchase order in its current state.

See Also

Purchase orders

Viewing purchase orders

Viewing a list of purchase order items across all POs

Creating a purchase order

Importing purchase order item data

Editing a purchase order

Copying a purchase order

Dispatching a purchase order

Undispatching a purchase order

Cancelling a purchase order

Receiving a purchase order

Exporting a purchase order to a spreadsheet

Purchase order field descriptions

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