Purchase Order Bulk Change - Close/Reopen

The Bulk Close/Reopen feature allows users with the Create Invoices role to manage the status of multiple Purchase Orders (POs) efficiently.

This is particularly useful for cleaning up old orders that have been fully invoiced or received but remain open in the system.

Key Constraints

System Scope: Reopening an order in Unimarket does not reopen it in your organization's ERP/Finance system.
Batch Limit: You can process up to 200 purchase orders at a time.
Prerequisite: This feature must be enabled by Unimarket Support.
Transaction Run Customers: The bulk close option is at the order level, opposed to the invoice level. Once orders are closed via the bulk close, it prevents any future invoices against the order from posting and will not appear on transaction runs to be paid. Any invoices submitted against the order prior to the close will appear on the Transaction Run, as usual.

Action	Order State Filter	Additional Recommended Filters
Bulk Close	Open	Receiving Status: Closed OR Has Received Invoice: Yes
Bulk Reopen	Closed	Receiving Status: Closed OR Has Received Invoice: Yes

Use this process to move orders to a "Closed" state, preventing further activity.

Set Order State to "Open".
Set Receiving Status to "Closed" or Has Received Invoice to "Yes" to find candidates for closure.
Important: Clear the Created Date field to see all eligible orders.

Initiate Change: Click Apply Filter, then select Export > Bulk Change.

Select & Execute: Check the desired orders (or Select All) and select Continue.
- Choose Close Order > click Continue.

Reopening an order allows you to perform further receiving or submit additional (credit) invoices.

Filter Orders: Go to the Marketplace module > Orders > Filters.
- Set Order State to "Closed".
- Clear the Created Date field.

Initiate Change: Click Apply Filter, then select Export > Bulk Change.

Select & Execute:
- Check the desired orders and select Continue.
- Choose Reopen Order and click Continue.