Closing Line Items on Purchase Orders

On purchase orders, you are able to close line items manually when you do not intend to receive open items on the order.

For example, you order ten widgets from a vendor and have already received five of them. You find out the item is discontinued and you will not receive the remaining five. If you close the line manually instead of changing the quantity, you retain a record of how many you ordered originally.

Note:

To close a line item on a purchase order manually, you must bill the purchase order before you close the line. After all lines on a purchase order are received or closed manually, the purchase order is removed from the billing and receiving queues.

When you view purchase orders, click the Close or Close Remaining button to close the entire transaction. This action checks the Closed box for all lines on the transaction and changes the status of the transaction to Closed. You can reopen a closed transaction by clearing the Closed box for all lines on the transaction.

To close a line item on a purchase order manually:

Go to Transactions > Purchases > Enter Purchase Orders.
Click Edit next to the purchase order with the line you want to close.
On the Items subtab of the purchase order, click the line you want to close.
Check the box in the Closed column, and then click Done.
Click Save.

You can also close line items on the following forms:

Sales Order
Return Authorization
Vendor Return Authorization

To close a line item on a purchase order manually:

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