In this article, you will learn how to set temporary split codes and approve an order using the temporary split code.
- Why temporary split codes?
- How to set temporary split codes
- How to approve an order using temporary split codes
Why Temporary split codes?
Temporary split codes are a way for you to approve separate POs for one vendor. The temporary split codes will allow you to separate products onto different POs. We use the temporary codes so that each product will only retain their code number for this specific PO. The temporary code will reset back to 1 after the night job.
For example, if you have to split your Purchase order 2 ways and it does not matter which products go on each PO, the temporary split code will work for you.
How to set Temporary split codes
Navigate to the Suggested Order screen for the supplier you would like to work with. Next, select Suggested Quantities from the list of product tags.
You will now see a list of products. The example here shows 7 products. We are going to change the Temporary Codes for the first three products. 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 Temporary Split Code dropdown, select the number 2. (By default, all products are on Temporary 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 1/2 for the products you selected. The second number “2” represents the new Temporary split code for those products. The other products still have 1/1 meaning they have a “1” as their temporary split code.
You can also see the order total for both orders by selecting “Temporary Split Totals”
How to approve an order using Temporary split codes
Now that you have set the temporary 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 “Temporary 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 Temporary 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