Scribd Logo
Upload

Welcome to Scribd!

  • 746 views

    PO - Closing A Partially Received Purchase Order

    Uploaded by

    Gaphur shaik
    This document discusses how to close a purchase order in SAP when partial goods have been received and invoiced. The key steps are: 1) Reduce the purchase order quantity to match goods received; 2) Check the "Delivery Complete" box and backdate the goods receipt date to prevent further receiving; 3) Save the purchase order. This returns unused funds to the contract and removes the remaining budget encumbrance. The procedure applies to individual purchase order lines and requires reviewing receipt and invoice history.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd

    PO - Closing A Partially Received Purchase Order

    Uploaded by

    Gaphur shaik
    746 views5 pages
    This document discusses how to close a purchase order in SAP when partial goods have been received and invoiced. The key steps are: 1) Reduce the purchase order quantity to match goods received; 2) Check the "Delivery Complete" box and backdate the goods receipt date to prevent further receiving; 3) Save the purchase order. This returns unused funds to the contract and removes the remaining budget encumbrance. The procedure applies to individual purchase order lines and requires reviewing receipt and invoice history.

    Original Description:

    PO_Closing a Partially Received Purchase Order

    Original Title

    PO_Closing a Partially Received Purchase Order

    Copyright

    © © All Rights Reserved

    Available Formats

    PDF, TXT or read online from Scribd

    Did you find this document useful?

    Is this content inappropriate?

    This document discusses how to close a purchase order in SAP when partial goods have been received and invoiced. The key steps are: 1) Reduce the purchase order quantity to match goods received; 2) Check the "Delivery Complete" box and backdate the goods receipt date to prevent further receiving; 3) Save the purchase order. This returns unused funds to the contract and removes the remaining budget encumbrance. The procedure applies to individual purchase order lines and requires reviewing receipt and invoice history.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    746 views5 pages

    PO - Closing A Partially Received Purchase Order

    Uploaded by

    Gaphur shaik
    This document discusses how to close a purchase order in SAP when partial goods have been received and invoiced. The key steps are: 1) Reduce the purchase order quantity to match goods received; 2) Check the "Delivery Complete" box and backdate the goods receipt date to prevent further receiving; 3) Save the purchase order. This returns unused funds to the contract and removes the remaining budget encumbrance. The procedure applies to individual purchase order lines and requires reviewing receipt and invoice history.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    of 5
    At a glance
    Powered by AI
    The document discusses the procedure for closing a purchase order where some goods have been received and invoiced but further delivery is not expected. It involves changing the PO quantity and delivery date.

    Reducing the PO quantity to match partial goods receipts changes the actual value of the purchase order, so it will accurately report in contracts and reports.

    You can view the creation date of the underlying requisition by double-clicking on the requisition number in the PO line and checking the Request date on the Quantities/Dates tab.

    SAP Materials Management (MM) Module) City of Portland

    Closing a Purchase Order That Has Been Partially Received Or Partially


    Invoiced
    Overview:
    This document discusses the procedure for closing a purchase order where some goods
    receiving and some invoicing has taken place, and you dont anticipate any further delivery of
    goods and services. Closing a purchase order by this procedure returns unreceived value to the
    contract (if any) and relieves the remaining budget encumbrance.

    Transaction:
    ME22N Change Purchase Order

    Hints / Tips:
    This closure process applies to the purchase order line. This means that if you want to close all
    lines of a multi-line purchase order, you must do the steps for each line separately. It also allows
    you to close a single line of the purchase order and leave other lines open.
    NOTE: If you want to close a purchase order where no goods receiving and no invoicing have
    ever taken place, dont use this method. Instead, please use the instructions under ME22N
    Cancel Purchase Order..

    Procedure:
    Step 1: Open transaction ME22N. If the transaction doesnt default to the purchase order you
    want to close, select Other Document to navigate to the right purchase order.

    Page 1 of 5 12/24/2013
    MM/Bureau Buyer and Central Buyer ME22N Change Purchase Order

    The purchase order comes up in change mode (the line-item area is editable).
    Step 2 (Optional): Select the Purchase Order History tab to review goods receiving and
    invoicing to date.
    Here we see that 1000 of the quantity 2000 ordered has been received (GR) and $1000 has
    been invoiced (LIVwhich stands for Logistics Invoice Verification and refers to a MIRO
    invoices).

    Page 2 of 5 12/24/2013
    MM/Bureau Buyer and Central Buyer ME22N Change Purchase Order

    Step 3: Take this step only if. the underlying requisition was created in the current fiscal year.
    Otherwise go on to Step 4:
    Change the PO Quantity in the line area to match the quantity received. In our sample case, the
    purchase order line is for quantity 2000. Quantity 1000 has been received, so we change the
    PO Quantity to 1000.

    What is the purpose of this step?


    Without this step, the total value of our sample purchase order will still be $2000. It will appear
    on the contract and in various reports as having a value of $2000. Reducing the quantity to
    match partial goods receipts changes the actual value of the purchase order to $1000, so it will
    report accurately.
    Unfortunately, if your underlying requisition was created prior to July 1 of the current fiscal year,
    this step is no longer possible.
    Heres how to see the create date of the underlying requisition:

    Page 3 of 5 12/24/2013
    MM/Bureau Buyer and Central Buyer ME22N Change Purchase Order

    a. Scroll to the right on your purchase order line. You will find a column headed Purchase
    Req. Double-click on the requisition number:

    b. You will be taken to the Display Purchase Req screen for that requisition. Select the
    Quantities/Dates tab. The date in the Request date is the create date of the requisition.
    Here we see that the requisition was created on June 28 of a prior fiscal year. In this
    case, we cant do Step 3:

    c. Green-arrow back to return to the purchase order.

    Page 4 of 5 12/24/2013
    MM/Bureau Buyer and Central Buyer ME22N Change Purchase Order

    Step 4: This is the step that actually returns value to the contract (if any) and relieves the
    budgetary encumbrance.
    a. Select the Delivery tab.
    b. Check the Deliv. Compl. Box.
    c. Change the Latest GR Date to a date in the past:

    NOTE: Changing the Latest GR Date prevents any further goods receiving.
    Step 5: Save the purchase order.

    Page 5 of 5 12/24/2013

    You might also like