Purchase Orders (PPO) - Closing – Flex Rental Solutions

Unfortunately, over several years our company has accumulated a fairly lengthy list of purchase orders where the items were obviously physically received, but the corresponding PPO's were not. So, we have a whole slew of open purchase orders which need to just be closed (as opposed to being received, since it would be extremely difficult to determine receipt dates).

Is there any means in Flex of simply closing a purchase order, but not receiving it? I also don't want to delete those purchase orders because they are a record, albeit not great one, of an original purchase.

Flex Customer Success Team

March 29, 2023 20:37

Hey Bob,

You can add a Workflow Action to your POs that allow you to directly move the document into a closed Status without receiving them. If you need any help with this, we have training available. Please reach out to training@flexrentalsolutions.com for more information.

Thanks,

Nick Nazario - Customer Success Manager

Purchase Orders (PPO) - Closing

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