Close a Purchase Order (PO)
Managing Purchase Orders (POs) is a critical aspect of financial operations within any organization. Understanding the process of closing a PO is essential as it marks the completi
Managing Purchase Orders (POs) is a critical aspect of financial operations within any organization. Understanding the process of closing a PO is essential as it marks the completion of a transaction between a buyer and supplier. This ensures that no further costs can be added, thereby locking in the final expenses associated with the order. Efficiently closing a PO helps maintain accurate financial records and supports effective budget management. In this guide, we will explore the procedural steps required to close a PO in Plexa, ensuring a smooth and structured workflow.
Once a Purchase Order (PO) is closed, costs cannot be allocated to it anymore.
Step By Step Guide
Option 1: Closing a PO (One by one)
- Click "Finance" on the Plexa Dashboard
- Click "PO Book" in the Finance Menu
- Click the "View Detail" Icon to edit the PO accordingly
- Click "Close out PO"
- Click "Confirm" to close out PO
Option 2: Closing a PO (Bulk)
- Click "Finance" on the Plexa Dashboard
- Click "PO Book" in the Finance Menu
- Click the "BULK CLOSE" option
- Select the checkboxes for the POs you wish to close in bulk.
Video Tutorial
Create a Purchase Order (PO)
This guide offers a concise process for creating a Purchase Order (PO) in Plexa, allowing users to manage procurement efficiently. By following these instructions, users can stream
Bulk Upload Purchase Order (PO)
1. Click "**Finance"** on the Plexa dashboard 2. Click **"PO Book"** Icon in the Finance Menu 3. Click **"BULK UPLOAD PO" button** 4. **Click "Download Import Template"** 5. **Ente