This article will cover how users can assign specific PO line items to a different Vendor, if their line item categories are the same.
If there are specific line items (that have the same category) that need to be re-allocated to a different Vendor from the one that is automatically generated in the Job Schedule, the best process will be to 'Delete' the line item within the Job Schedule, and Save. This will push the line item budget back to the linked quote for re-allocation.
Quote has been approved by Insurer
Users generate Purchase Orders in Job Schedule
Although, users have noted certain lines need to be assigned to a different specialist Vendor (Trade).
Once the line items have been identified, click the 'Delete' icon.
4. Then, click the 'Save' icon.
5. Users will notice that the 'Deleted' line items have been pushed back to the remaining budget on the linked quote:
a. In the below example, we simply deleted a single line item.
6. Then, select the checkbox next to the linked quote, choose a 'Start Date', and click 'Generate Purchase Orders'.
7. A new PO will generate with the 'Deleted' line items.
8. From here, users can send and assign the Purchase Order accordingly.