Close a PO from the PO Recon Workbench

In this topic you will learn how to Close a PO 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.

Note: If you added a new Workbench ID, you must enter a Description.

Click the 00369335 option.

In this example the PO is not qualified for closing, so you must override it.

Click the Log button to determine why the PO is not qualified.

Click the Yes button to proceed with the closing process.

Click the Override button to move the PO to Qualified.

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.

Close a PO from the PO Recon Workbench

This completes Close a PO from the PO Recon Workbench.

In this example the PO is not qualified for closing, so you must override it.

Click the Purchasing link.

Click the Purchase Orders link.

Click the Reconcile POs link.

Click the Reconciliation Workbench link.

Click the Search button.

Click the Workbench ID link.

Enter the desired information into the Purchase Order: field. Enter

a valid value

e.g.

"00369335"

Enter the desired information into the Purchase Order To: field. Enter

a valid value

e.g.

"00369335"

Click the Down button of the scrollbar.

Click the Search button.

Click the 00369335 option.

Click the Close button.

Enter the desired information into the Accounting Date for Action: field. Enter

a valid value

e.g.

"083111"

Click the 00369335 option.

Click the Log button.

Click the Return button.

Click the Yes button.

Click the Home link.

Click the Override button.

Enter the desired information into the Accounting Date field. Enter

a valid value

e.g.

"070111"

Enter the desired information into the Accounting Date To: field. Enter

a valid value

e.g.

"063012"

DPIINFODIV

Close a PO from the PO Recon Workbench

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