Purchase Order Control Matrices

The following matrices describes each of the purchase order control functions including information on where the control is specified, what purchase order activities can occur when a document is in a given state, the related MRP/ATP effects, related encumbrance effects, and finally, related requisition effects.

Control Details Close Close for Invoicing Close for Receiving
Document available to purge? Yes, if header final closed before Last Activity Date No No
Modify controlled entity? Yes Yes Yes
Action causes revision change? No No No
Print or transmit document? Yes Yes Yes
Receive against controlled entity? Yes Yes Yes
RTV against controlled entity? Yes Yes Yes
Invoice against controlled entity? Yes Yes Yes
Does document maintain its approval status? Yes Yes Yes
AutoCreate or Release against document? Yes Yes Yes
MRP/ATP Effect Closed quantity no longer available as supply; supply is recreated when reopened No effect Closed quantity no longer available as supply; supply is recreated when reopened
Encumbrance Effect No effect No effect No effect
Associated Requisitions No effect No effect No effect
Transportation Integration Closed quantity is no longer available for transportation planning No effect Closed quantity is no longer available for transportation planning
Control Details Cancel Finally Close Freeze Hold Firm
Document available to purge? Yes, if header cancelled before Last Activity Date Yes, if header final closed before Last Activity Date No No No
Modify controlled entity? Cannot modify entity or below cancelled entity Cannot modify entity or below final-closed entity No Yes Yes
Action causes revision change? Yes No No No No
Print or transmit document? Yes Yes Yes No Yes
Receive against controlled entity? No No Yes No Yes
RTV against controlled entity? No No Yes Yes Yes
Invoice against controlled entity? Yes No Yes No Yes
Does document maintain its approval status? Yes, if header, line, or shipment is cancelled; but if you cancel the header, the Cancelled check box is selected Yes if header, line, or shipment is final closed; but if you final close the header, the Closure Status is updated correspondingly Yes, but the Frozen check box is selected No; documents on hold require reapproval Yes
AutoCreate or Release against document? Cannot add req to cancelled doc; cannot create release Cannot add req to final-closed doc; cannot create release Cannot create release against frozen purchase order No effect No effect
MRP/ATP Effect Cancelled quantity no longer available as supply Finally Closed quantity no longer available as supply No effect. MRP can suggest reschedule actions No effect MRP will not reschedule in or cancel the order. (See Note)
Encumbrance Effect Outstanding encumbrance reversed as a negative DR (Period End: lesser of unbilled, undelivered. Accrue on Receipt: undelivered.) Outstanding encumbrance reversed as CR (Period End: unbilled. Accrue on Receipt: undelivered.) No effect No effect No effect
Associated Requisitions Determined by Purchasing Options: Never, Always, Optional Not returned to req pool; must manually final close or cancel associated req No effect No effect No effect
Transportation Integration Cancelled quantity is no longer available for transportation planning Finally closed quantity is no longer available for transportation planning No effect On hold quantity is no longer available for transportation planning No effect

Note: Within the time fence created by a Firm order, MRP will not suggest new planned orders, cancellations, or reschedule-in actions; but it will suggest reschedule-out actions.