Purchase Order Validity

Updated 2026-06-01 · 5 min read · auto-translated from he

Setting a validity period for purchase orders allows the organization to prevent old, irrelevant open orders and avoid unnecessary budget utilization
Defining the number of months for purchase order validity is done in basket settings
The determining date for validity is the month selected for the item in the order (and not the order creation date)
The enforcement mechanism does not allow the user to create new orders for all suppliers if there are orders that have been open longer than the number of months defined
To prevent the block, there are three options – 1. Cancel the order 2. Close the order against the invoice 3. Edit the item in the order to a relevant month within the validity range

Examples:

A user created an order in January for activity in the month of August (August was selected at the item level in the order). Assume a validity period of two months was defined for the order, then the user will be blocked from creating new orders only in October (if the order was not closed).
A user created an annual framework order for the electric company in the amount of NIS 1,000 per month (12 lines were opened from January to December at the item level in the order). Assume a validity period of two months was defined for the order, then the user will be blocked from creating new orders if more than two months pass without an invoice arriving from the supplier to close a month that has already passed.