How do I close old purchase orders?

On Purchase Order Closure, give the age band and criteria before Create, pick the open lines that will not come, and save. Each picked line gets Delivery Stop on its order and is no longer offered for receipt.

Screen

Purchase Order Closure (Purchasing › Purchase)

Who

The purchase manager

Takes effect

On save

Needs first

Open purchase order lines

Steps

1. Open Purchase Order Closure, New.
2. Fill the criteria: Process Date, Open Days Base On, Till Date, Open Days From and To, and optionally Purchase Organization, Purchase Group, Vendor, Create By. Create.
3. Pick the lines in the Purchase Order column and keep only the ones to close.
4. Save.

Check it worked

• The closed lines show Delivery Stop on their purchase order and are not offered on the receipt.

If something looks wrong

• A line was closed by mistake. Delivery Stop cannot be unticked on that line alone; unticking it in the order's header clears it on every line.

Related

• Change an order after receipt - for one order at a time.