Skip to main content
ExLibris

Knowledge Assistant

BETA
  • Subscribe by RSS
  • Back
    Alma

     

    Ex Libris Knowledge Center
    1. Search site
      Go back to previous article
      1. Sign in
        • Sign in
        • Forgot password
    1. Home
    2. Alma
    3. Knowledge Articles
    4. How to close POLs from a previous fiscal year

    How to close POLs from a previous fiscal year

    1. Last updated
    2. Save as PDF
    3. Share
      1. Share
      2. Tweet
      3. Share
    1. Question
    2. Answer
    • Product: Alma

    Question

    How to close POLines (Purchase Order Lines) from a previous Fiscal Period?

    Answer

    POLines from a past Fiscal Year sometimes are still open without apparent reason (the item is already in place, the portfolio is already active, and the POL might be fully inviced).

    Please open a support case - we will help analyze the situation and the cause.  Sometimes, and especially for bulk numbers of POLines, it is as easy to share a list with support who will close the POLines using a data correction tool.

    Please see the following articles, with suggestions regarding analysis and solutions for causes of such situations:

    • Can't close invoice: "Fund ... belongs to the previous fiscal period for which transactions are not allowed"
    • How to extend the Fiscal Period for a Ledger in Alma?
    • Items are stuck in the Receive tasklist although PO Line is fully received
    • Why Do One-Time PO Lines Remain in Receiving Workbench Post-Receipt?

    More from the Online Help:

    • Closing, Reopening, and Relinking PO Lines
    • Purchasing Workflow (including Diagram)

     

     

     

     

     


    • Article last edited: 20-Nov-2023
    View article in the Exlibris Knowledge Center
    1. Back to top
      • How to clear the browser cache
      • How to configure "Keep in Department" Next Step options for Receiving
    • Was this article helpful?

    Recommended articles

    1. Article type
      Topic
      Content Type
      Documentation
      Language
      English
      Product
      Alma
    2. Tags
      1. fiscal year
      2. POL
      3. POL stuck
    1. © Copyright 2025 Ex Libris Knowledge Center
    2. Powered by CXone Expert ®
    • Term of Use
    • Privacy Policy
    • Contact Us
    2025 Ex Libris. All rights reserved