Workday - Close PO

To manually close a purchase order, the PO must be in issued status.   Use the related actions icon on the PO number to navigate the below path.   

If you do not see the options below, it may be access/security related.  

Review the PO and click OK:

• Related Articles

• 2024-Workday Launch & BirchStreet Sunset PO Clean Up

  Help doc on Purchase Order clean up needed for Workday Conversion

• Without PO

  WORKDAY Supplier Invoices – Without PO Daily File Location: Resources: Workday WORKDAY Supplier Invoices - with PO SOP INSTRUCTIONS: Updated last: 1/30/25 Overview: Supplier invoices occur at the end of the Procure-to-Pay business process. It occurs ...

• With PO

  WORKDAY Supplier Invoices – With PO Daily File Location: Resources: Workday INSTRUCTIONS: Updated last: 1/30/25 Overview: Supplier invoices occur at the end of the Procure-to-Pay business process. It occurs after the goods (or services) are received. ...

• Workday - OCR Invoice Requirements

  Workday OCR Invoice Requirements: ***Invoices must be sent directly from the suppliers using the guidelines below. ***If suppliers are sending invoices to the property via email, mail, etc. please be sure to share these requirements so they can ...

• Workday - HHM-Purchase Order Lines Received Not Invoiced w/Requisition Type - Report Help Doc

  The "HHM-Purchase Order Lines Received Not Invoiced w/Requisition Type" report will show OPEN PO lines that have been received but NOT matched or linked to an invoice. This is a great report that can be used for accruals at month end and help you ...