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Finalize a Purchase Order

Updated: Jul 19, 2023

D365 F&SC Tip of the Day: In Microsoft D365 Finance and Supply Chain (D365 F&SC), in Procurement and Sourcing, have you ever wished you could lock the Purchase Order so no changes could be made to a closed Purchase Order? If you’re using Budget Control or Encumbrance Accounting, has a closed Purchase Order tied up your budget? Have you ever seen the Finalize option on the Purchase Order ribbon and wondered what it does?

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When a Purchase Order or Purchase Order Line is "Finalized", the system does 2 things:

1) It prevents any changes to the Purchase Order or Purchase Order Line.

2) The remaining (if any) budget and encumbrance reservations against the Purchase Order or Purchase Order Line are also released.

There are 2 ways to Finalize a Purchase Order.

1) To Finalize a specific Purchase order, go to the Purchase Order and click the Finalize option.

2) To Finalize all invoiced Purchase Order Lines and/or Purchase Orders, go to Procurement and Sourcing > Periodic Tasks> Finalize Purchase Orders.

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Jul 18, 2023
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