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Review Open Purchase Orders
Overview:
On a weekly or more frequent basis, Purchase Orders should be reviewed and ultimately closed. Purchase Orders should be closed when the PO meets this criteria:
All materials/goods have been received
AP Invoices have been received and posted in PENTA
No outstanding PO Change Orders exist
This video walks through several reporting options that should be utilized when reviewing open Purchase Orders.
Benefits:
Closing Purchase Orders automatically sets the remaining open committed amount to zero. Total Committed = Total Booked
Ensures all open committed amounts are closed out when PO's are complete
Roles:
Purchasing Agent
Purchasing Manager
Location:
PENTA Workbench > PO: Purchasing Reporting Center
Video: