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  • Soft Vs Full Close: What's the Difference

Soft Vs Full Close: What's The Difference?

Thursday, October 17, 2019

A purchase order (PO) enters Soft Close status automatically once it has been fully invoiced by quantity or by dollar amount. The PO stays in this state for 60 days, at which point it transitions to a Full Close and account encumbrances are released.

Soft Close status allows the PO to receive additional invoices or credit memo documents and does not release encumbrances from the account.

If a PO is in Soft Close status and you do not expect future activity, use the Close PO option in BUY.IU to fully close the PO and release encumbrances from your account.

This option is available on the PO by clicking the three dots next to the help icon on the right-hand side of the document. In the menu, select Close PO to fully close the PO. 

purchase order dropdown to close or soft close

Departments are not able to re-open POs; this must be done by Purchasing staff. Log a comment on the PO that needs to be reopened and tag the email address “askpur@iu.edu” to request action.

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INDIANA UNIVERSITY
Financial Training & Communications

Cyber Infrastructure Building (CIB)
2709 E 10th St
Bloomington, IN 47408
Email:
estc@iu.edu

RELATED SITES

  • Finance
  • Office of Procurement Services
  • Insurance, Loss Control, and Claims
  • Office of the Treasurer
  • Office of the University Controller
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  • Supplier Diversity
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