How to Close Multiple PO's

Use the following steps to close multiple purchase orders:

1. Click on the Business tab, click Purchasing, and select PO Global Close.

2. If applicable, in the PO Number section, enter the From and/or To fields.

2. If applicable, in the Req. Number section, enter the From and/or To fields.

3. If applicable, click on the calendar icon to enter the Issue Date.

4. If applicable, click on the calendar icon to enter the Due Date.

5. If applicable, in the Codes section, click on the Batch drop-down menu to select one or more options. Use the Search field to enter specific information, use the Select All button to select all available options, or use the Select None button to remove all selected options.

6. If applicable, click on the Buyer drop-down menu to select one or more options. Use the Search field to enter specific information, use the Select All button to select all available options or use the Select None button to remove all selected options.

7. If applicable, in the Vendor Number section, enter the From and/or To fields.

8. If applicable, in the PO Year/Period section, click on the From and/or To drop-down menus to select the year and period to search within a range. Default: Current year and period.

9. If applicable, in the G/L Account section, enter the From and/or To fields.

10. If applicable, enter the Vendor Name and if needed, use the wild card search button..

Note: Refer to Wild Card Search Fields for more information on how to use this feature.

11. If applicable, click on the Location drop-down menu to select one or more options. Use the Search field to enter specific information, use the Select All button to select all available options, or use the Select None button to remove all selected options.

12. If applicable, in the PO Status, Type and Miscellaneous section, select one of the three radio buttons in each line. The Any radio button is selected by default in most lines.

Note: The Open and No Voucher radio buttons are preselected and cannot be changed.

13. If applicable, enter the $ Amt to Close.

14. If applicable, enter the % Amt to Close.

15. Click on the Search button. The purchase orders that meet the search criteria will be retrieved and displayed in the grid.

16. Click on the Select Batch button to create or select a batch.

Note: Refer to How to Select/Release a Batch for more information on how to use this feature.

17. Select as many or as few PO's from the results displayed in the grid, by clicking the corresponding check mark beside each PO or click the check mark at the top of the grid to select all PO's.

18. Click on the Group Actions drop-down menu and select Close Selected.

19. Enter a note in the Note field.

Note: Read all Warning! notes before proceeding.

20. Click on the OK button to confirm PO close or click on the Cancel button to cancel the multiple PO close process.

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