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How to close a Purchase Order in ApprovalMax

For NetSuite-connected Organisations, ApprovalMax lets you close Purchase Orders that are no longer intended for billing.

Updated over a month ago

When a Purchase Order is closed in ApprovalMax, all open lines that haven’t been billed are updated in NetSuite as Closed and no longer available for Bill-to-PO Matching.

Please note: Purchase Orders can be closed by Requesters, Reviewers, Approvers and Administrators.

This is how you close a Purchase Order

  • Open an approved Purchase Order that appears with a PENDING RECEIPT or PENDING BILLING status and click on CLOSE PO:

  • In NetSuite, this corresponds to the Pending Receipt, Pending Bill or Pending Billing/Partially Received statuses.

  • Once closed in ApprovalMax, the Purchase Order is marked as closed in NetSuite:


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