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    Mohammad Arif Zaffar
    Automatically updating FINAL CLOSE status for a POAnswered
    Topic posted September 11, 2019 by Mohammad Arif ZaffarBronze Medal: 1,250+ Points, tagged Fusion, Setup 
    105 Views, 8 Comments
    Title:
    Automatically updating FINAL CLOSE status for a PO
    Summary:
    Automatically updating FINAL CLOSE status for a PO
    Content:

    Hello, 

    Although the PO status gets updated automatically to CLOSE once full PO is received and invoiced however our requirement is the the PO should be automatically changed to final close status either immediately along with the close status or lets say after certain duration which we should define. 

    Is it possible? is there any work around?

    Best Comment

    Deepika Nathany

    We modified the Receipt Close tolerance and the Invoice Close Tolerance to 100% in the Configure Procurement Business Functions to Close a PO as it is approved.

    I am not sure if this is what you are looking for. 

    But one of my customers did not want an additional task of Closing POs - so we did this.

    Try this out and see if this suits your requirement.

    Comment

     

    • Suman Guha

      Hello Mohammad,

      Can't think of a way to implement automatic final closure at the same time as soft close or after a set period of time.

      REST Service for closing POs including final close is planned for a future release.

      Once available, am thinking this can potentially be used as the basis of a PaaS based solution to meet the above requirement.

      Feel free to log the above as an idea in Idea lab. It's possible that the idea already exists in which case you may want to upvote it.

      Regards,

      Suman.

       

       

    • Deepika Nathany

      We modified the Receipt Close tolerance and the Invoice Close Tolerance to 100% in the Configure Procurement Business Functions to Close a PO as it is approved.

      I am not sure if this is what you are looking for. 

      But one of my customers did not want an additional task of Closing POs - so we did this.

      Try this out and see if this suits your requirement.

      • Mohammad Arif Zaffar

        Thank you for your reply deepika. 

        I clicked on my best answer by mistake :)

        I did not get your point. 'To close the PO as it is approved" PO has to be fully received and matched to invoice before we could close it, right?

        • Deepika Nathany

          I understand your requirement that you want to close the PO without waiting for the whole process of Receiving and Invoicing.

          If thats what you want you can try the above.

          It will close the PO as the PO is approved -- so no tracking of receiving and invoicing.

          Let me know if that is not what you wanted.

    • Suman Guha

      Am reading the requirement to be for the system to automatically FINAL close. Or is that not the case?

      • Deepika Nathany

        Hi Suman,

         Whats the difference? The system will set the PO to final Close if we update the receiving and Invoicing Tolerance.

        Similarly -- we want to track Invoicing but not Receiving -- we can only set the Receiving Tolerance to 100% 

        Just asking -- probably will help us understand this better from you... 

        • Suman Guha

          Please refer to this document, the "Purchasing Documents Control Action" section to understand the difference between close and final close.

          Final Close is a deliberate action taken by a human being to indicate to the system that all activities related to this document are complete. Tolerances don't play any role here. There's no automatic final closure from the system.

          Close on the other hand is more of a soft close and still lets you perform downstream activities although with a warning. It could happen automatically by the system based on receipt/invoicing activities plus close tolerances in place for the document or you could close it via a manual action.