Download
1 / 7
70 likes | 89 Views
Learn how Purchase Orders reach the status "Compl" through the PO Close process. Understand the criteria for closing dispatched orders and setting them to Complete status. Get insights on the PO Close batch process and its impact on order closure.
E N D
Purchase Order Closure and the Complete Status Presented by Donnita Thomas
Question: How do Purchase Orders get completed and show a status of "Compl"? • The Purchase Order status is changed to “Compl” through the PO Close process. • The PO Close batch process is ran on a Monthly basis. • The PO Close batch process has temporarily been placed on Hold. • NOTE: The Matching Status plays a major role in the PO Close batch process.
Purchase Order Closure and the Complete Status • The Close Purchase Orders process closes a dispatched purchase order and sets its status to Complete if any of these sets of criteria are met for a purchase order: • The purchase order is dispatched. • The purchase order matched status is either Matched or *Not Required. • Receiving is required. • All line items are fully received. • (Last Activity Date) ≤ (Current Date) - (Close Days = 90 days). • OR • The purchase order is dispatched. • The purchase order matched status is either Matched or *Not Required. • Receiving is not required or optional. • (Shipment Due Date) ≤ (Current Date). • (Last Activity Date) ≤ (Current Date) - (Close Days = 90 days). • *NOTE: If matching shows as “No Match” on any PO schedule, the entire Purchase Order now qualifies to close without matching.
