Close PO Release At Invoice
- Tina Brady (Deactivated)
The Epicor Company Configuration setting for PO Release > Close Release At designates the point in the purchasing / receiving / invoicing processing flow at which purchase releases should be assigned a Closed status. Choices are: Arrived, Receipt, Invoice.
The setting controls the point at which the PO Release is closed.
Epicor Company Configuration, “Purchase Order Release > Close Release At Invoice
When this is set to close PO Releases at Invoicing, the processing steps that close a PO Release are:
Create a PO/Line/Release then Receive
The Release status is Received.
Invoice the PO Receipt.
The Release status is Closed.
Note: The Invoice does not need to be Posted, just entered.
The Release status will go to Closed when the Receipts are Invoiced. Each PO Line will close when its Releases close. The possible PO Release Status values are: Open (O), Arrived (A), Inspection (I), Received (R), Consumed (U), Drop Shipped (D), Closed (C), Voided (V).
Related content
Information about navigating the Epicor ERP application
*For a basic quote-to-cash scenario that’s only 36 pages, System Flow education doc is here on SharePoint.
*The rest of the Education documents are good guides to basic Epicor functionality.