How to Close Purchase Orders
- Bogdan Büchner
- Jan 1, 2026
- 2 min read
Once a transaction has been completed, you may want to remove the corresponding Purchase Order from your active list. DPO allows you to move completed Purchase Orders to a separate Closed folder. This helps you focus on active Purchase Orders where deliveries are still outstanding or related invoices have not yet been fully processed.
Check your permission to close Purchase Orders
Before closing a Purchase Order, make sure you have the necessary permission.
When you open a Purchase Order, you should see a “C” icon in the upper-right corner.
If the icon is not available, ask your DPO Book Administrator to grant you the required permission. If you are an administrator, you can activate it yourself.
Go to Settings, open the Users tab, edit the relevant user profile and activate the Can Close PO checkbox.
Close a Purchase Order manually
Once the permission has been enabled, return to your Purchase Orders. You will now see a “C” button on the right-hand side of each Purchase Order. Clicking this button moves the Purchase Order to the Closed folder. This allows you to separate completed transactions from Purchase Orders that still require further action.
Close Purchase Orders automatically
DPO can also close Purchase Orders automatically. To configure this feature, go to Settings, select PO Settings and scroll down to the Auto-Close Purchase Orders section.
Purchase Orders can be closed automatically when they are:
Fully delivered
Fully invoiced
Both fully delivered and fully invoiced
You can also configure DPO to automatically reopen a closed Purchase Order if the selected conditions are no longer met.
Important note about invoice-based auto-closing
Automatic closing based on a Purchase Order being fully invoiced is only available when using Advanced Invoice Mode.
This option is supported exclusively in PO-only books.
Keep your active Purchase Order list organized
Closing completed Purchase Orders helps separate finished transactions from those that still require attention.
Whether you close them manually or use DPO’s automatic closing options, the feature allows you to keep your active Purchase Order list focused on open deliveries and outstanding invoice processing.
Want to see DPO in action?
Book a personal demo with our team and discover how DPO can simplify your Purchase Order and spend management processes.
Book your demo here
Questions?
