In this article, you will learn how to set permanent split codes and approve an order using the permanent split code.
- Why permanent split codes?
- How to set permanent split codes
- How to approve an order using permanent split codes
Why Permanent split codes?
Permanent split codes are a way for you to approve separate POs for one vendor. The permanent split codes will allow you to separate products onto different POs. We use the permanent codes so that each product will always retain their code to be split the same way every time.
For example, if you have 4 products in a supplier, Product A, Product B, Product C, and Product D. Your supplier requires you to place Product A and B on one PO, and Product C and D on a separate PO. Let’s look at the steps to split the products up so that they will go on two separate POs. Once you set the products up once, you will not have to take these steps again unless you get new products or want to make changes.
How to set permanent split codes
Navigate to the Suggested Order screen for the supplier you would like to work with. Next, select All Products from the list of product tags.
You will now see a list of products. The example here shows 4 products. We are going to change the Permanent Codes for the first two products (Product A and B) To do this, click the box next to the products you wish to keep on the same purchase order.
After selecting the products, click the symbol above the first product, the three lines. Then select “Set Permanent/Temporary Split Code”
Using the Permanent Split Code dropdown, select the number 2. (By default, all products are on Permanent Code 1. If you only have 2 POs to split, you can leave the other products on 1.)
In the Prm/Tmp column, you will see the 2/1 for the products you selected. The first number “2” represents the new Permanent split code for those products. The other two products still have 1/1 meaning they have a “1” as their permanent split code.
You can also see the order total for both orders by selecting “Permanent Split Totals”
How to approve an order using permanent split codes
Now that you have set the permanent split codes, let’s look at approving the order by splitting them on to separate POs.
Return to the Suggested Order screen. From here, select “split order.”
It will bring up a window. Select “Permanent Code Split” from the drop-down menu.
Next, select “Split order.” (Note: You can select to only split one part of the order by using the drop down that by default reads “All Permanent Groups”)
You will now see two new orders with the Order Type as Split Order. These are the new orders you will approve. You won’t need to approve the original order. Open the first split order using the folder.
The split info on the right side under your product tags will show which order you are reviewing. Here is order 1:
Here is order 2:
You can also easily approve both orders by using the “Thumbs Up” button on the Today’s Suggested Orders screen.
Article Last Revised 10/10/18