Overview of the Close Purchase Order utility

 

1.Enter the purchase order number to close in the Purchase Order No. field.

 

2.Optionally review the line items of the purchase order by clicking the Review Items button.

 

3.Click the Close P.O. button.

 

•If one or more of the items on the purchase order were not received in full, entrée will present this dialog.

 

Confirm

One or more items have not been received in full. Do you still wish to close this P.O.?

 

•Click Yes to continue with the close process.

 

 

4.When prompted for confirmation to close the purchase order, click the Yes button.

 

•Clicking the Done button will exit the Close Purchase Order utility without closing the currently loaded purchase order.

 

•If the entrée.AP add-on module is installed or entrée has been configured for Linked Accounting packages like entrée.QB, entrée will attempt to post an entry to accounts payable as part of the closing process.