Sometimes it is necessary to manage different booking dates for one purchase order. In the system, you can only manage one booking date per purchase order. So, we implemented the possibility to split an already sent purchase order into two purchase orders, which relate to each other – without involving the supplier.
User Rights
Sent PO: Purchasing » PO (Purchase Order) » Sent PO » Update PO » Split PO (Booking Dates)
Closed PO: Purchasing » PO (Purchase Order) » Closed PO » Update PO » Split PO (Booking Dates)
Split
The button „Split PO (Booking Dates)“ is available under the button „Update“.
To split a PO is only possible if the PO has not already been split to manage two booking dates. This means that for one sent PO you can manage only two booking dates as a maximum.
In case of only one item available in the PO, so you need to assign a free line item before splitting.
The system checks this process and offers a form to create a free line item.
The following applies: If the source PO was defined than there is only one cost account so the field cost account is to be blocked by free line item and the origin cost account will be accepted.
Now it is possible that the new free line item can be split.
When splitting so one item has to remain in source PO – contrary to the normal procedure of splitting – all items can be split there.
After splitting the following changes have been made:
-A new PO with the split-items will be created
-The new PO and source PO will be marked internally so it is possible to recognize afterwards that the PO was split because of booking dates
-An internal remark will be deposit for both PO
-In both PO the TAN will be marked (source-PO TAN-X, new PO TAN-XX)
-A split PO will be displayed in color in the tree:
