How to Relieve a Purchase Order

Purchase Orders are relieved by creating an invoice for the accounts payable vendor and importing PO lines into the transaction.

1) Lookup the vendor in AP, if any PO lines items are available to relieve the "Import PO Lines" button will appear. Click Import PO Lines to bring in line items to the AP invoice.

2) To select a PO, click "Select this PO" button

3) To Select PO Lines, check the box next to the line item(s) to be relieved. Click, "Done" to import the PO line selected

4) The line item(s) will automatically populate in the distribution of the AP

5) Once the AP is posted, the line item(s) in the PO will automatically close and be offset by a PO relief line item

6) When partially relieving a PO line, you will have the option to leave the line open or close it. Check the "Close PO Line" box to close the PO line or leave it unchecked to keep it open. The balance of the line item becomes reduced by the amount being relieved.

Questions? Need more help?

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