Procurement to perform two PO mass closures - week of April 22

Procurement to perform two PO mass closures - week of April 22

Mass closure of fully paid purchase orders April 24

Procurement plans to perform a mass closure of fully paid purchase orders (POs) on April 24. This closure will apply to fully paid POs with no activity in the past nine months.

If you would like to review a list of the fully paid POs closed after April 24, run the following Workday report with the criteria listed below.

• Workday report = Find Purchase Orders by Cost Center – Yale
• PO Status = Closed
• Payment Status = Fully Paid
• Last Functionally Updated On or After = April 24, 2024
• Exclude Closed = Uncheck box

Mass closure of inactive purchase orders April 25

Procurement will perform a mass closure of inactive POs on April 25.

This closure will apply to POs dated 15 months prior, that have no activity in the past 12 months and have a PO value of less than $10,000. Excluded from this mass closure are POs using spend categories for service, asset, MEI, and software. 

If you would like to review the inactive POs closed after April 25, run the following Workday report with the criteria listed below.

• Workday report = Find Purchase Orders by Cost Center – Yale
• PO Status = Closed
• Document Date= On or before 12/31/2022
• Last Functionally Updated On or After = April 25, 2024
• Exclude Closed = Uncheck box

If a purchase order with infrequent activity was closed and must be reopened, submit a case to the Purchasing Intake Portal to reopen the PO.