During the checkout process, there is an ‘Exclude PO from Auto-Close’ checkbox in the General section on the Summary tab. Checking this box will prevent the Purchase Order from automatically closing on orders under $2500. This will allow receipts to be entered for POs under $2500. Manual PO close will be required if the box is checked.

Note: Checking this box will not hold up the invoice payment.

Note: This does not apply to PRs, NRs and POs >$2500.

If the 'Exclude PO from Auto-Close' option is checked and users do NOT manually close the POs after receipt, they will remain open.  There is a report that can be run to identify these hanging open POs.

• Where to find the report: User Icon > Manage Searches > Shared > B2P Reports > Open POs - Excluded from Auto-Close
• This report has filters that show POs that are: Fully Invoiced; marked 'Exclude PO from Auto-Close'; older than 30 days; Status = Open; Fully Received
• You can add additional filters to this report and save it as your own report under Personal