**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

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

Critical Concepts

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• Only Financial Unit Approvers have the ability to finally close
• Finally closing a PO will lift the PO's commitment from the ledger and prevent any further invoices or credit memos from being processed against the PO
• Finally closing a PO should only be done if the supplier has confirmed that no more invoices or credit memos need to be processed against the order
• If a PO is finally closed and an invoice or credit memo later needs to be processed against the PO, then the department will be held responsible
• A PO should not be finally closed if it has not been invoiced at all - instead, the PO should be canceled
• A finally closed PO should only be reopened to pay for an invoice or credit memo which was unexpectedly received
  
  • Any additional goods or services outside the scope of the original PO should be paid on a new PO

Steps to Take

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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:

• The Principal Investigator
• The general lab or office which ordered the product
• The supplier

Navigate to the Purchase Order

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