Difference between revisions of "How do I Split an Order Item?"

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(Created page with "{{Review}}{{Incomplete}} == Summary == This article will explain how you can split down an order item. This is usually used when a number of items have been ordered and only a se...")
 
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{{Review}}{{Incomplete}}
 
 
== Summary ==
 
== Summary ==
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This article will explain how you can split down an order item. This is usually used when a number of items have been ordered and only a selection of these have been received into stock.
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This article will explain how to split an order item so that you can either book out or receive the correct quantity.
  
 
== More Information ==
 
== More Information ==
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It is possible to split an order item either at point of sale or at point of purchase and so there are different methods of splitting the items down.
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When you receive an order from a supplier, or book out an order for a customer, sometimes the full quantity of one or more of the order items may not be received or available. Where the order is on a "supply or back order" basis, you will need to split the item into two lines, so that you can receive or book out the correct quantity, and retain the quantity that is outstanding. This is likely to be more common with Purchase Orders than with Sales Orders, but the principle is the same.
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{{Note|text=The total quantity of the order item will be the same as it was before the split, but there will be two separate lines which may be processed separately. If you work on a "supply and cancel" basis, where any quantity that is not available is written off, then there is no need to split the item - you can just edit the quantity.}}
  
 
=== Purchase Order Processing ===
 
=== Purchase Order Processing ===
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In Order to split the order item you will need to go to; {{Menu|Purchase Ordering|Add or Edit Purchase Orders}}.
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Go to {{Menu|{{PO}}|Add/Edit/Process Purch. Orders}}.
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As with [[Processing a Purchase Order#Receiving the Purchase Order|receiving]] an order you will need to ;
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* Enter the supplier {{DataValue|Account Code}}, or [[How do I find a customer?|search]] for the supplier in the {{DataPrompt|Supplier:}} field.
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* Enter the supplier {{DataValue|account code}}, or [[How do I Find a Customer?|search]] for the supplier, in the {{DataPrompt|Account :}} field.
 
 
* Select the order to process.
 
* Select the order to process.
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* Press {{KeyPress|F2}} to process the order.
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* Press {{KeyPress|F7}} to go to the order items.
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* Arrow Key {{KeyPress|Arrow Key Down (↓)}} to the item you would like to split.
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* Use the cursor keys or mouse to move to the item to split.
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**Press {{KeyPress|S-F7}} to bring up the ''"Split Order Item Quantity"'' Screen.
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**Press {{KeyPress|S-F7}} to bring up the {{DataPrompt|Split Order Item Quantity}} screen.
 
**The system will show the {{DataValue|original}} quantity of the item ordered.
 
**The system will show the {{DataValue|original}} quantity of the item ordered.
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**In the {{DataPrompt|Split Quantity :}} enter the {{DataValue|amount}} you want to split off. The remaining quantity will appear as a separate order item at the end of the order.
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**In the {{DataPrompt|Split Quantity:}}, enter the {{DataValue|quantity}} that you have actually received. The remaining quantity will appear as a separate order item at the end of the order.
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=== Sales Order Processing ===
 
=== Sales Order Processing ===
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As with the method described above for Purchase ordering the steps are the same but you will need to go to; {{Menu|Sales Ordering|Add or Edit Sales Orders}}.
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Go to {{Menu|{{SO}}|Add or Edit Sales Orders}}.
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* Enter the customers {{DataValue|account code}}, or [[How do I Find a Customer?|search]] for the account in the {{DataPrompt|Account :}} field.
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* Enter the customer {{DataValue|Account Code}}, or [[How do I find a customer?|search]] for the customer in the {{DataPrompt|Account:}} field.
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*Continue with the steps from [[How do I Split an Order Item?#More Information|Purchase Order Processing]]
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*Continue with the steps from [[How do I Split an Order Item?#More Information|Purchase Order Processing]] above.
  
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== See also ==
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* [[How do I find a customer?]]
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{{Note|text=The total quantity on the order for the item will be the same as it was before the split, but it will be in two portions which may be processed separately.}}
 
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== See Also ==
 
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* [[How do I Find a Customer?]]
 
 
* [[Processing a Purchase Order]]
 
* [[Processing a Purchase Order]]
 
* [[Processing a Purchase Order#Receiving the Purchase Order|Receiving the Purchase Order]]
 
* [[Processing a Purchase Order#Receiving the Purchase Order|Receiving the Purchase Order]]
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* [[Dealing with backorders in point of sale]]
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{{KB_Tags|split, divide, separate, quantity, total, order, stock, item, amount, back, backorder, backordered}}
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{{How}}{{KB_OP}}
  
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{{KB_Tags|Purchase orders, printing a purchase order}}{{KB_OP}}
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{{KB_Ref|OP72, OP82, OP95, PO01, SO01}}

Latest revision as of 05:32, 19 June 2019

Summary

This article will explain how to split an order item so that you can either book out or receive the correct quantity.

More Information

When you receive an order from a supplier, or book out an order for a customer, sometimes the full quantity of one or more of the order items may not be received or available. Where the order is on a "supply or back order" basis, you will need to split the item into two lines, so that you can receive or book out the correct quantity, and retain the quantity that is outstanding. This is likely to be more common with Purchase Orders than with Sales Orders, but the principle is the same.

The total quantity of the order item will be the same as it was before the split, but there will be two separate lines which may be processed separately. If you work on a "supply and cancel" basis, where any quantity that is not available is written off, then there is no need to split the item - you can just edit the quantity.

Purchase Order Processing

Go to " Purchase Order Processing Add/Edit/Process Purch. Orders".

  • Enter the supplier 'Account Code', or search for the supplier in the "Supplier:" field.
  • Select the order to process.
  • Press <F7> to go to the order items.
  • Use the cursor keys or mouse to move to the item to split.
    • Press <Shift+F7> to bring up the "Split Order Item Quantity" screen.
    • The system will show the 'original' quantity of the item ordered.
    • In the "Split Quantity:", enter the 'quantity' that you have actually received. The remaining quantity will appear as a separate order item at the end of the order.

Sales Order Processing

Go to " Sales Order Processing Add or Edit Sales Orders".

See also


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Keywords AND Misspellings
split, divide, separate, quantity, total, order, stock, item, amount, back, backorder, backordered
Tags

OP72, OP82, OP95, PO01, SO01

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