Close Purchase Orders

In GoldFinch, you can close a Purchase Order or individual Purchase Order Lines when a partial receipt has been processed and the remaining items will not be received. This feature helps you track the ordered vs. received quantities and ensures that closed orders are excluded from demand planning.

Closing a Purchase Order

When a Purchase Order has been partially received, and the remaining quantity will not be fulfilled, you can close the Purchase Order, which will lock the order from further edits and remove it from demand planning.

Steps to Close an Entire Purchase Order:

Verify Requirements:

• Ensure all open Warehouse Receipts for the Purchase Order have been posted.

• Confirm that the remaining items will not be received.

• Closed Purchase Orders will not be included in demand planning.

Close the Purchase Order:

• Open the App Launcher and search for Purchase Orders.

• Locate the Purchase Order you wish to close.

• Click on the Close button.

• The Closed field on the Purchase Order will be checked, and the Document Status will change to Completed.

Closing a Purchase Order Line

If only certain lines on the Purchase Order need to be closed, you can close individual lines to reflect the remaining outstanding quantities.

Steps to Close a Purchase Order Line:

• Verify Requirements:

  • Ensure all open Warehouse Receipts for the Purchase Order Line have been posted.

  • Ensure all posted Warehouse Receipts for the line have been invoiced.

  • Closed lines will not be included in demand planning.

• Close the Purchase Order Line:

  • Open the Purchase Order.

  • Click the Edit button to enable editing of the Purchase Order.

  • Close the specific line with the remaining outstanding quantity.

Reopening a Purchase Order

If needed, you have the ability to reopen a previously closed Purchase Order or individual lines within the order.

Steps to Reopen an Entire Purchase Order:

Reopen the Purchase Order:

• Open the Purchase Order that has been closed.

• Click the Reopen button.

• The Closed field will be unchecked, and the Purchase Order can now be edited.

Steps to Reopen a Purchase Order Line

Reopen the Purchase Order Line:

• Open the Purchase Order.

• Click the Edit button.

• Uncheck the Close Line field on the purchase line to reopen it.

By managing the closure and reopening of Purchase Orders and lines, you can ensure accurate tracking of received goods and control how orders are included in future demand planning.

Article Close-Purchase-Orders  ·  Last updated September 29, 2025 · GoldFinch ERP Help Center