Closing or Inactivating Old purchase orders

Michelle/LYNX

We went live with Oracle Fusion on 10/1/24. Our policy is to close out prior‑year purchase orders that are not related to inventory or grants. However, we’ve had difficulty closing them when there are partial receipts still open. We currently have an SR open with Oracle about this. Has anyone found a way to inactivate these POs so they can’t be used by mistake?

Mike Barnhart

Yamhill County submits a "Final Close" for those. Here are our procedures:

To Close a PO:

• Navigate to Procurement > Purchase Orders
• In the Search dropdown, select Orders and type either the PO Number or Supplier Name of the PO you want to close. Once located:
  • Select Actions, and then Close
  • Select Finally Close - This is the only action that will release funds.
  • Enter a reason and select OK