How to close POLs from a previous fiscal year

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