Navigation: Purchasing > Purchase Orders > Reconcile POs > Close Purchase Orders

1. The Close Purchase Orders search page page displays.
2. If you have run this process or report in the past, select the Find an Existing Value tab to enter an existing Run Control ID and select the Search button. If this is the first time running this process or report, select the Add a New Value tab to create a new Run Control ID and select the Add button. 
   • NOTE: It is important to note that Run Control IDs cannot be deleted. Do not include spaces in your Run Control. We encourage the Run Control ID to have the same process naming convention but unique to the step; because of this, including your institution code and a short process description in the Run Control ID is recommended--e.g., WA010_CLOSE_PO (College, Process).
3. The Close Purchase Orders page displays.  The value in the PO Post Run Option list determines which purchase orders are selected for the PO RECON process. Values are:
   • 1 Bus Unit: Reconciles all purchase orders within a single business unit. If you select this value, you can enter business unit and ChartField criteria.
   • 1 Document: Reconciles a single purchase order within a single business unit. If you select this value, you can enter business unit, purchase order, and ChartField criteria.
   • All BUs: Reconciles all purchase orders within all business units. If you select this value, all other fields on the page are unavailable for entry.

4. Enter the appropriate information into the Business Unit field.
5. Enter PO number in the PO Number field if PO Post Run Option field is "1 Document".
6. Use the ChartField Criteria group box to select purchase orders for processing based on ChartField values.

7. The Accounting Date for Action field displays the date that is used to determine the open period or allowable open date range for budget checking a purchase order when you are using commitment control. In addition, regardless of whether you are using commitment control, the system updates the accounting date with this date for the purchase orders that were closed by the reconciliation process.
8. Select the Update Budget Date Equal to Accounting Date check box option.
9. Select the Run button.

10. The Process Scheduler Request page displays.  Use it to enter or update parameters, such as server name and process output format.
11. Select the Close Purchase Orders/PO_POREP check box option.
12. Select OK.

13. The Close Purchase Orders page displays again.  Select the Process Monitor link. Please refer to the Process Schedule Request steps for further instructions.

14. Process complete.