Closing Open Purchase Order Encumbrances

When to Close a Purchase Order (PO):

1. Verification: Make sure all items have been received and all invoices processed for the PO.
2. Pending Invoice Check: Check in 49er Mart for any pending invoices related to the PO that haven't been integrated into Banner.
3. If there is a remaining balance on the PO:
   • Single PO: Use the comment feature in the 49er Mart system to request closure. In your comment, mention Tina Moody (Tina.Moody@charlotte.edu) and clearly ask to close the PO.
   • Multiple POs: If you have several POs to close, email Purchasing (Purchasing@charlotte.edu) with a list of the PO numbers.

Purchasing contacts:

• Purchasing Agent Departmental Listing
• Purchasing email: purchasing@charlotte.edu