How To 'close' open PO's that have a partial bill on them

Hi ​@Techtehtech 

On each PO line that won’t be billed further:

• If some quantity was billed and the remaining will never be received 
  Check the “Closed” checkbox

• If the item will never be received and none of the remaining qty was used 
  Check the “Cancelled” checkbox

This removes the line from showing as an available PO when entering vendor bills.

Hello,

POs will be Closed when all lines are received (or returned or cancelled) and all lines that were received are Billed.  Your POs show Unbilled amounts, and that is why its status is Completed.

Next Steps:

1. Enter a Bill for the vendor shown and connect the bill to the unbilled PO lines or to the unbilled PO Receipt lines. 

If the vendor is not owed $$ / has already been paid, perhaps via Cash Purchase screen (no link to PO/PO Receipt) or paid with a Bill that was incorrectly entered with no link to PO/PO Receipt…

2. Enter a Debit Adjustment to the same vendor, for the same amount *with no link to the PO or PO Receipt* and then apply this new Debit Adjustment to the Bill created in step 1.

3. Apply the Debit Adjustment from step 2 to the Bill in Step 1. At this point the PO will remove itself from the Purchase Accrual reports, and the PO status will become Closed.

Laura

Hi ​@Kandy Beatty 

I do not see an option for either of those boxes on the screen, can you show a screenshot where you see them?

Hi ​@Laura03 

I thought about doing that but was hoping there was a ‘cleaner’ way.  If there’s no other way I will definitely do that thank you! :)

Hi ​@Kandy Beatty 

I have full access in Acumatica, and those options are greyed out for me.  Maybe I should open a ticket and ask why.

Thank you for your help so far :)

Reopen the PO first to make the Cancelled and Closed fields editable.