Overview
When some items on a purchase order or bill are ready to proceed but others aren't, splitting moves the selected items (and quantities) into a new purchase order so they can continue independently. The original order stays intact, and the two orders are linked automatically for traceability.
👥 Access permissions
Only users with permission to access Purchasing can create or edit purchase orders. Review user roles before granting access.
📍 Location in the app
Purchasing>Purchase Orders> select a purchase order >Split orderPurchasing>Suppliers> select a supplier > select an order >Split order
Split a purchase order or bill
Open the purchase order or bill.
Select Options > Split order
Tick the line items to include in the split, and adjust the quantities if needed.
Click
Split Order.Confirm in the pop-up by clicking
Split Orderagain.
📝 Notes
The split order receives a new purchase order number and is set to Draft status.
When an accounting integration is connected, the corresponding entries in the accounting package are updated to reflect the split.
Locate the split purchase order or bill
Open the original purchase order.
Select the
Linked Orderstab. The split purchase order (in Draft status) appears in the list.
📝 Note
The link between the original and the split purchase order is created automatically and stays in place for future reference.