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Reporting and close templates

Automate purchase order cleanup in NetSuite

Open purchase orders pile up and distort commitments and accruals. Modern lists stale, unreceived and overbilled POs in NetSuite, asks each owner what to do in Slack and closes the ones they approve.

  • TriggerFirst Monday of the month
  • Steps4 steps, from trigger to sign-off
  • ControlPO owners approve each close in Slack
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NetSuiteModernSlack
First Monday of the month

The instruction

“On the first Monday of each month, list NetSuite purchase orders with no activity in 90 days, items not received past the expected date, or bills above the PO amount. Send each requester their list in Slack and ask whether to keep, close or chase the supplier. Close the POs they approve and share a summary in #procurement.”

Works with every major ERP

  • Xero
  • QuickBooks
  • Sage
  • MYOB
  • SAP
  • Microsoft Dynamics 365
  • Oracle
  • Workday
  • +100 more

How it runs

4 steps from trigger to sign-off

  1. 01

    Find problem POs

    Lists stale, overdue and overbilled purchase orders in NetSuite.

  2. 02

    Group by owner

    Sorts the list by requester, with the amount open on each PO.

  3. 03

    Ask each owner

    Requesters choose keep, close or chase for each PO in Slack.

  4. 04

    Close and report

    Closes approved POs in NetSuite and posts a summary to #procurement.

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FAQs

Clean up stale and open purchase orders: FAQs

Can’t find what you’re looking for? Send us a message and a person on the team will answer.

By default, no receipts or bills in 90 days. Change the period in the instruction or set different rules by department.

No. Each owner approves closes in Slack, and anything they do not answer is listed in the summary.

Yes. Modern runs the same report on purchase orders in Xero, QuickBooks, Sage or NetSuite.