Q23 - Closing a PO

 

Step 1: Uncheck the Hide Menu checkbox to display the Main Menu.

 

 

 

Step 2: Expand the menu for Procurement, then click on Reconciliation.

 

Step 3: Once the Reconciliation screen loads, select the PO that you want to close from the navigation list on the left. 

 

 

Data from this PO will then populate on the screen to the right.

 

 

Step 4: In the Update PO status to dropdown menu, select Closed (or any other appropriate status).

 

 

Step 5: Click Save on the upper left, to save your changes.

 

 

Step 6: Click Update POStatus, to update the PO status.  This button is enabled only for those individuals with AP rights.

 

 

Step 7: To Print the PO inclusive of all approvals and budgeting information, close the Reconciliation window and go to the PO Tab.

 

Step 8: Select the PO that you would like to Print.

 

 

 

 

 

 

Step 9: Click on the Print w/Details button.

 

 

Step 10: When the window opens with the PO, you will notice a section at the bottom of the page that shows Budget Impact as well as Approval Details. Click on the Print button to print the PO inclusive of all this information.