Prompt for PO Close/Hold in case of PO Retrieval

YouTube: How to Mark a Purchase Order as Complete Despite Pending Items ?

How to Mark a Purchase Order as Complete Despite Pending Items?

This feature allows users to receive a prompt to mark a Purchase Order (PO) as closed or on hold during its retrieval in a purchase voucher. This ensures cleaner tracking and prevents accidental Re-Use of partially retrieved Purchase Orders.

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Step-by-Step Guide:

• Navigate to Purchase Configuration.

• Locate and enable the option: “Prompt for PO Close/Hold in case of PO Retrieval.”

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Create a New Purchase Voucher

• Navigate to the Purchase and click on "Purchase Voucher".

• Select the supplier account.

• Click on Retrieve Purchase Order.

• Choose a PO and partially retrieve the order.

• Enter required details and save the voucher.

• Upon saving, the system will display a prompt:

  • “Do you want to mark this PO as complete?”

• Select “Yes” to mark the Purchase Order as completed.

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Attempt to Retrieve the Same PO Again

• Try retrieving the same Purchase Order again.

• Notice that the PO does not appear in the list.

  • Even though there was pending quantity, it is no longer retrievable.

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Key Notes

• Once a PO is marked as complete, it cannot be retrieved again.

• This avoids duplicate or unintentional order processing.

• Use this feature to maintain accurate procurement records and track pending POs effectively.