You can close a purchase order in Beanworks after it has been partially or fully matched to a single or multiple invoices. A purchase order can be closed without any match to the invoice.
A purchase order can be closed in two ways -
In the purchase order module
From the invoice module
HOW IT WORKS
IN THE PURCHASE ORDER MODULE
STEP 1: Open the details of the purchase order
Double click on the purchase order line or click on the pencil icon.
STEP 2: Close a purchase order
Go to Actions --> Select 'Close the Purchase Order'
Please note, only an approved purchase order can be closed. A purchase order in the pending approval [PA] status will need to be reset.
If you are using the imported purchase order workflow for Sage 100 and Sage 300, you can close the purchase order in our system however the purchase order status is not updated in the accounting system. Please update the purchase order status in the accounting system separately.
IN THE INVOICE MODULE
STEP 1: Open the details of the invoice
Double click on the invoice line or click on the pencil icon.
STEP 2: Scroll down to Purchase Order Matches section
Go to the 'Purchase Order Matches' section, click on 'Actions' and 'Close the Purchase Order'
Once the purchase order is closed you will notice that the purchase order status gets updated.
Please note, once the purchase order is closed, it can not be matched to an invoice.