77 lines
7.8 KiB
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77 lines
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HTML
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<h1><a name="kanchor2126"></a>Automatically Close Purchase Orders</h1>
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<p>The <b>Close Purchase Orders</b> SQL job will close purchase orders automatically if the Polaris Administration Acquisitions parameter, <b>Automatically close purchase orders</b>, is set to <b>Yes</b>. This parameter is available at the System, Library, and Branch organization levels, and it is set to <b>No</b> by default. See <a href="Enable_the_Close_Purchas.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Enable the Close Purchase Order job</span></a>.</p>
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<p>When the job runs, purchase orders are closed if: the <b>Automatically close purchase orders </b>parameter is set to <b>Yes</b> for the purchase order’s <b>Ordered at</b> organization; the purchase order has a type of Firm, Gift or Donation; all line items have a status of Received, Canceled or Partly Received; and all segments have a status of Canceled or Received. See </p>
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<p class="NoteShade"><b>Note:<br /></b>The Close Purchase Orders job does not affect <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">standing order<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>An order placed with a vendor or the publisher directly for all publications in a series, all volumes in a set, or all publications of a single publisher.</span></a> or subscription purchase orders or purchase order lines that have a status of On Order, Backordered, Exceptional Condition, Never Published, Out of Print, Return Requested, Returned, Pending Claim or Claimed. </p>
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<p>Users can continue to manually close purchase orders when the lines are received but not yet paid (still encumbered). When a user manually closes a line item, a message informs the user that one or more lines have been received, but not yet paid and provides the option for the user to select <b>Yes</b> to continue to close the purchase order or <b>No</b> to cancel the closure. With the SQL job, any eligible purchase order will be closed automatically. </p>
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<h2>Purchase Order Transactions and Transaction Subtypes</h2>
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<p> The following information is recorded and available in the transaction database for a <b>Purchase order closed</b> transaction:</p>
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<p class="Bullet">Supplier ID of the closed PO (SUPPLIER_ID)</p>
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<p class="Bullet">Purchase Order number (without suffix) (PO_NUMBER) </p>
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<p class="Bullet">Order type (ORDER_TYPE)</p>
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<p class="Bullet">Payment method (PAYMENT_METHOD)</p>
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<p class="Bullet">Purchase Order ID that was deleted (PURCHASE_ORDER_ID)</p>
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<p class="Bullet">Purchase order’s Ordered At Org (Branch)</p>
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<p class="Bullet">User ID for the user who closed the purchase order or <b>PolarisExec</b> if the purchase order was closed automatically</p>
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.8</span></div>
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