Opening and Closing a PO

1. Go to Transactions/AP Invoices
2. Filter by the PO number you want to re-open
3. Find the most recent invoice for that PO (may need to sort by Date)
4. Click on beside the most recent invoice to view it
5. To the right of the line item/s you will see the partial/full action button
   

6. If the invoice is full the action button will say “partial”, by clicking on the action button you are changing the invoice line item from Full to Partial, which makes the PO invoiceable again.

   The date on the invoice must be in an open posting period to use the action button. If it is not currently open you can go to Core/Posting Periods and reopen the period. Once you have completed the transaction remember to go back into Core/Posting Periods and close the period.

Option #1

1. Go to Transactions/AP Invoices
2. Filter by the PO number you want to close
3. Find the most recent invoice for that PO (may need to sort by Date)
4. Click on beside the most recent invoice to view it
5. To the right of the line item/s you will see the partial/full action button
   
   
   
6. If the invoice is open the action button will say “full”, by clicking on the action button you are changing the invoice line item from Partial to Full, which makes the PO not invoiceable.

Option #2

1. Go to Transactions/AP Invoices
2. Select Create New invoice
3. Enter the PO # you want to close in the box that appears
4. Enter an invoice # or type "Cancel".
5. From the line item status drop down box, select cancel-full on the line items you want to close
   
6. Save when complete. Your PO is now closed.