When you click the Go button, a list of purchase orders eligible for closure will appear.This Starter function allows users to 'mass close' PO's.
The updating process sets the PO's Received-in-Full flag, changes the PO Status to Closed and sets the Date Closed field if it has not been completed. The function also determines which POs have been vouchered-in-full. The PO Vouchered-in-Full flag is also set during the update process if applicable.
See Start Close Open POs for information on this related function.
Eligibility is determined as follows:
1. Credit-type POs are eligible, however the criteria for closing a credit-type PO is based on vouchered-in-full instead of received-in-full. A PO Type Range been added to the so that the user can elect to include only Purchase or Credit type Purchase Orders.
2. Since a PO must be fully received prior to becoming fully vouchered, it can be closed before reaching the fully vouchered state. For this reason, previously closed POs that haven't been fully vouchered are now included in the check list so that they can be flagged as fully vouchered. If the Data Closed was previously set, it will not be changed by this function. If it was previously blank, it will be set to today’s date.
3. The PO has to have one or more child lines.
Released Date:
Purchase Order Id:
Vendor Id:
Ordered By:
Branch Id:
By filling in one or more of these range fields, you can control which eligible purchase orders will be selected to be marked closed. We recommend that you complete at least the Release Date range.
Examples:
To mark eligible purchase orders released in 2009 closed, you would fill in the Release Date range field as follows:
2009-01-01_2009-12-31
To mark only those work orders for Vendor ACME that were released in 2009 closed, you would fill in the Released Date and Vendor Id fields as follows:
Released Date: 2007-01-01_2007-12-31
Vendor Id: ACME
Job Id:
Work Order Id:
The Job or Work Order Id in the Purchase Order header may also be used to control which eligible purchase orders will be selected to be marked closed. Only one of these ranges should be completed at a time.
When you click the Go button, a list of purchase orders eligible for closure will appear.
Do
This field enables you to select which purchase orders will be closed. By default, all purchase orders are selected. Double-click on the Do field to select or deselect an item (alternately, press the spacebar when the caret appears on this field); an "x" appears in the Do field when that work order is selected.
PO Id: PO Description: Released: Vendor Id: Vendor Id Alpha:
Closed (Date): PO Type: Vouchered in Full
These fields are displayed for informational purposes so that you can verify which purchase orders should be closed.
Click the Check button to check (select) every item on the list.
Click to de-select every item on the list.
When you click the Go button, the system enters the system date for the Date Closed on all selected purchase orders.