Closing POs that Haven’t Been Fully Received

Purchase Orders can be closed through PaC prior to being fully received.

Update the PO Status

  1. In PaC, click Finanacial Management
  2. Click Purchasing
  3. Click Purchase Orders
  4. Click the Range Button
  5. Type in the PO # for both the Low and High values and click the OK button.
  6. Click the Edit button.
  7. Click Yes if prompted “Are you sure you want to continue?”
  8. From the drop-down select Closed PO/not receiving anymore.
  9. Click the OK button.



Process the PO to History & Update Budgets

  1. From the Purchase Orders screen in PaC, click the Open PO Upd button.
  2. Enter in the Purchase Order Number for both the Low and High value.
  3. Click the Run button.  Click the Yes button when prompted.
  4. This process will generate a report to be reviewed.  It lists the liqudated amount based on any invoices already received and the total that will be removed from encumbrance.
  5. After viewing the reports, you will be prompted “Do you want to update Purchase Order: Open to History Update to history and budget master files?”
    1. Click No if you did not agree with the reports.  (No budgetary accounting updates will be made.)
    2. Click Yes if the reports looked accurate.  (Budgets will now be updated.)