Close a procurement schedule

Update the status of a procurement schedule to Closed and validate the schedule for missing information. You can modify the actual dates and reschedule the forecasts of a procurement schedule with status Closed. If you update a procurement schedule from the status Open to Closed, the actual dates will automatically update. Once the status of a procurement schedule is Closed, you cannot change it back to Open.

Prerequisites

Before you begin, complete the following:

• Ensure you have the Can Set Baseline UI right for the s50037 Procurement Schedules screen. For more information, see Assign UI rights to a user role.

• Ensure all changes on a procurement schedule are saved before you change the status.

To close a procurement schedule

1. Navigate to the s50037 Procurement Schedules screen.

2. To refresh the screen, select the F5 key.

3. In the Procurement Schedules grid, select a row.

   Ensure only one schedule is selected.

4. On the s50037 menu, in the Scheduling group, from the Workflow dropdown, select Close Schedule.

   The status of the procurement schedule changes to Closed.

5. (Optional) To undo the workflow update, on the s50037 menu, in the Scheduling group, from the Workflow dropdown, select Reset Status Change.

6. To save the changes, on the Home menu, in the Record group, select Save.