PO CLOSE PO LINE PROCESS

PO Close PO Line process is an Agility process that allows users to close PO line items where the status is Printed and the “Qty Ordered” is greater than the “Qty Received”.  When the PO Close PO Line is run, it will reset the “Qty_Ordered” equal to the “Qty_Received”.  The difference between “Qty_Ordered” and “Qty_Received” is in the “Qty_Remaining” and is left there.  The “Qty Remaining” is also placed in the “Qty_Cancelled” field on the POORDLIN_SQL table.   The IMINVTRX_SQL table is updated to remove the PO/Item allocation record for the “O” type On Order transaction with the remaining amount. 

This ONLY affects the line items chosen in the grid.  It does not close the PO or change the PO header status.  If you want to close the PO completely, you will still need to run the “Close Range of POs” inside Macola.  This utility is helpful as it updates the PO line item to identify the line as completely received and it removes the PO “On Order” allocation which does not happen if just using the Macola “Close Range of POs”

You can close PO Lines in Agility Explorer by first navigating to Purchase Order, then Transactions and then PO Close PO Line Process

Figure 1: Locating PO Close PO Line Process

When the grid populates, highlight the line that you want to close and then click Close PO Line.  You can close several lines at one time by checking the box to the left of the line.

Figure 2: Selecting the lines to close

When the lines have closed, a check mark will appear.

Figure 3: Closed lines

Click Refresh icon in the upper right corner of the grid, and the closed lines will disappear from the grid.

Figure 4: Refreshed grid