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Administrator Guide
Last Updated: 2023-06-23
Close Procurement Documents

Close Procurement Documents

Configure the relevant business process and security policy:
  • Requisition
    .
  • Purchase Order Issue Event
    .
  • Supplier Contract Event
    .
You can close requisitions, purchase orders, and supplier contracts to:
  • Prevent further actions from occurring against the business document.
  • Set the status of the business document to
    closed
    .
  • Liquidate any remaining commitment or obligation balance.
Close is available provided the document doesn't have pending business process activity. You can close the procurement document whether or not you're using commitment accounting.
To close multiple documents with similar characteristics, such as documents with the same worktags or supplier, access the
Mass Close Procurement Documents
 task.
  1. From the related actions menu on a transaction, select from these options to close a document:
    • Select
      Requisition
      Close
       on a completed requisition.
    • Select
      Purchase Order
      Close
       on an issued purchase order.
    • Select
      Supplier Contract
      Close
       on a supplier contract.
  2. Review transaction and business process information to verify that you want to complete the close.
Workday uses the
Spend Liquidation for Close
 transaction and its journal source to perform the close, which enables you to identify and report on closed procurement documents.