Purchase order disable statuses

Overview

The PO Disable Statuses setting allows users to specify purchase order (PO) statuses that prevent invoices from being matched to those POs. If a purchase order has a status listed in this setting, it cannot be used for invoice matching in the PO matching screen, stopping further processing of related invoices until the PO's status changes to one that is not disabled. By using this setting, users can ensure that purchase orders with specific statuses do not undergo further invoice processing, reducing errors and preventing unnecessary payments.

Activation Steps

1. Go to Settings → Global Settings → Document Types

   
2. Select the desired document type and click on More Settings.

   
3. In the Purchase Order section, navigate to the PO Disable Statuses option.

   

How to Identify a Disabled Purchase Order

In the PO Matching screen, a disabled purchase order appears crossed out. This visually indicates that the PO is currently restricted from being matched due to its status.

How to set it up

1. In the PO Disable Statuses setting, you will see a selection field on the left side.

2. Clicking this field opens a dropdown list of available PO statuses.

   
3. Select one or more statuses by clicking on them. Click again to deselect.

4. Click the Apply button to save your changes.

   

Available Statuses

• Canceled

• Deleted

• Invoiced

• Open

• Partially Invoiced

• Partially Received

• Received

• Rejected

• Unapproved

• Hold

• Closed