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

  1. 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.
  2. 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.) 

 

Workaround

Not Applicable

  

Related Information

Allow a User to Close a Partially Invoiced Purchase Order (sparkrock365.com)

Version 22.6 for Sparkrock 365 2023 Release Wave 1 Release Notes

 

Update History 

The following are the dates and actions pertinent to the history of this issue.

Date

Details

Link

05/24/2024

The first version of this Knowledge Base article was created.

 

 

Keywords/Tags 

Close PO

Close partially invoiced PO

Quantity Received is not equal to Quantity Invoiced

 

Attachment

Not Applicable

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article