Ordering a Material Line from Different Vendors

Overview

Use the Purchase Order creation process to split one material line between two vendors.

Splitting a Material Line Video



If you are unable to view the video above, please click HERE

Splitting a Material Line Steps


When you know ahead of time:

At the Job > Transfer PO Custom/Project > the desired quantity to the first vendor and place that PO in Ordered Status.
At the Job > Transfer PO Custom/Project > the remaining quantity to the second vendor and place that PO in Ordered Status.


When you find out after the PO has been Ordered:

Unlock the PO.
Use the tiny trashcan on the right side to delete the material line from the PO completely.
At the Job > Transfer PO Custom/Project > the desired quantity to the first vendor. Answer the popup to use the "Existing" PO.  Place that PO in Ordered Status.
At the Job > Transfer PO Custom/Project > the remaining quantity to the second vendor and place that PO in Ordered Status.


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