Issue/Symptom/Question

I need to change the settings on when a PO can be closed.   We will always be over a PO amount and currently all invoices uploaded for PO's that are 100% complete or not active are routing to the "Exceptions" queue. I need them to go to the "Distribution" queue instead. Is this a change we can make internally by changing the settings on purchase orders?

Applies To

PENTA

OnBase AP Routing

System Management > System Rules > System Configuration > Purchasing tab

Resolution/Fix/Answer

• In Penta there is a system parameter to automatically change the purchase line status to 100% complete when the following occurs:
  • Auto close PO lines when total amount booked – This tells PENTA to automatically mark a purchase order’s lines as closed, once the invoiced amount is equal to or exceeds the committed amount.
  • Auto close PO lines when total units booked – This tells PENTA to close Unit price line items when invoicing units are equal to or greater than Purchase Order line item units.
    Note: This parameter’s setting defaults based on the Automatically close PO lines when total amount booked setting.