In this topic you will learn how to Close a Range of POs from the PO Recon Workbench.

Click the Search button.

NOTE: If you have not previously created a Workbench ID, you will need to create one. Click the Add a New Value tab to create a Workbench ID.

Click the appropriate Workbench ID link.

Enter the desired information into the Purchase Order field. Enter "00355337E".

NOTE: The beginning PO number must be smaller than the ending PO number.

Select the POs you wish to close by clicking the checkbox to the left of the Purchase Order number.

In this example the first 5 options were selected for closing.

Once all options have been selected, click the Close button.

The POs are qualified for Closing.

Click the Yes button to proceed with the closing process.

A warning message displays.

NOTE: The Purchase Order, Purchase Order To, Accounting Date and Accounting Date To fields are required search criteria.

A total of 54 POs were retrieved. The page displays only 10 values at a time. Click the View All (View 100 if more than 100 options available) or the Show Next row arrow to view additional entries.

You are returned to the Reconciliation Workbench page. The PO status is now Complete.

You must Budget Check the PO by navigating to:

Purchasing > Purchase Orders > Budget Check

To close another PO, click the Set Filter Options link.

NOTE: If your PO originated from a requisition, canceling the PO will result in making the requisition available for sourcing. If you no longer need the requisition, cancel it from the Req Header or from the Reconciliation Workbench.

This completes Close a Range of POs from the PO Recon Workbench.

Enter the desired information into the Purchase Order field. Enter a valid value e.g. "00355337E".

NOTE: The beginning PO number must be smaller than the ending PO number.

NOTE: The Purchase Order, Purchase Order To, Accounting Date and Accounting Date To fields are required search criteria.