How to Finally Close a Purchase Order


**Please note that Finally Closing a PO should only be done if you have confirmed with the supplier that no more invoices or credit memos should be processed against the order**

Overview


Learn how to finally close a PO to lift its commitment permanently
 

Critical Concepts


Steps to Take


Ensure the PO is Safe to Finally Close

Contact the necessary parties to determine whether or not any more invoices or credit memos need to be processed against the PO. This may include:

Navigate to the Purchase Order

Image depicting steps outlined below

  1. On the Oracle homepage, click Procure to Pay then Purchase Orders
  2. At the right of the screen, click the Magnifying Glass
  3. In Search, select Orders
  4. In Keywords, enter the PO number

Finally Close the Purchase Order

  1. At the top of the PO, click Actions
  2. Click Close
  3. In the Close Document dialog box, in Action, select Finally Close
  4. Review the warning message, and respond appropriately

Reopen a Finally Closed Purchase Order

  1. At the top of the PO, click Actions
  2. Click Reopen
  3. In the Reopen Document dialog box, in Action, select Reopen Finally Closed
  4. Review the warning message, and respond appropriately

If you still have questions or need additional assistance, please contact the Solutions Team by submitting a ticket or calling (858) 534-9494.