Close a partially invoiced purchase order

Modified on Sat, 20 Jul at 10:19 AM

Information

Products: Sparkrock 365
Summary: Close a partially invoiced purchase order

Details

Authorized users can now close a partially invoiced purchase order (end users have the ability to Close a PO, when the PO has been receipted for a Qty and invoiced for a Lesser Qty than what was received. Example: PO received for 15 QTY, Invoice is processed for QTY 13.).

When a partially invoiced purchase order is closed, Sparkrock 365 removes associated encumbrance entries, and archives the purchase order.

Resolution

To support this feature, we have introduced on the User Setup page, a new Allow Partially Invoiced PO Closure field.

- Go to the user setup page

- On the row of the user for which you want to grant the capability to close a partially invoiced purchase order, select the Allow Partially Invoiced PO Closure checkbox as shown below

User Setup page Allow Partially Invoiced PO Closure field

- Navigate to the Purchase Order page and open a partially invoiced PO.

- Click on process, then select the Close Purchase Order button to close the PO.

Impact / Risks

When the Allow Partially Invoiced PO Closure checkbox is selected for a user, the user can close a partially invoiced purchase order. The capability should be given to selected purchasing manager users.
Alternatively, when the checkbox is clear for a user, and the user tries to close a partially invoiced purchase order, Sparkrock 365 behaves the same as previous releases and displays an error (Quantity Received is not equal to Quantity Invoiced. Please invoice before closing PO.)