Purchase orders will close themselves automatically after one year of inactivity.
Send an email to BSC purchaser to close purchase orders with a remainder balance that will not be used.
How to do a change order to close a purchase order?
PO Closure Process:
- POs that have $0.00 in the Remaining Amount (see “E” above) are usually automatically closed in the system.
- Occasionally, Business and Finance will request Fiscal Associates manually close them. In these cases, they will email the admin and/or department to go through the POs and email the Fiscal Associate to request closure.
- For PO’s that have some amount above $0.00 in the Remaining Amount section, the admin should confirm that all parts of the order have been filled/invoiced. You can check this in the Receipt section (see “C” above). Once confirmed that the order is received in full, the admin should email their Fiscal Associate to request closure.
- For POs that have been open for a few months and need to remain open if the order has not been filled/invoiced yet, especially as we’re approaching year-end, email your Fiscal Associate to let them know.