Codafication

The 'Split PO' button in purchase orders allows you to reconcile multiple trade invoices against one purchase order. 

There is a new button under the dropdown arrow selector titled “Split PO".

Use the 'Show Reconciliation' toggle to add in the amount per line item that you would like to progress a payment for.  Take note of the total budget and total reconciled figures. We only allow splitting if the budget remaining is greater than the reconciled figure.

Upon splitting, a new tab opens in the browser with a duplicated copy of the original purchase order.

This new PO shares the same PO number, but has a suffix to indicate it’s split. aka “1051-A”.

The user can split each child PO from the original (but must always split from the last child to help with version control).

Ensure that each split revision is available to the user via the “Jump to” menu.

1. There is a new button under the dropdown arrow selector titled “Split PO".
    
   
    
2. Use the 'Show Reconciliation' toggle to add in the amount per line item that you would like to progress a payment for.  Take note of the total budget and total reconciled figures. We only allow splitting if the budget remaining is greater than the reconciled figure.
    
   
    
    
3. Upon splitting, a new tab opens in the browser with a duplicated copy of the original purchase order.
4. This new PO shares the same PO number, but has a suffix to indicate it’s split. aka “1051-A”.
5. The user can split each child PO from the original (but must always split from the last child to help with version control).
6. Ensure that each split revision is available to the user via the “Jump to” menu.

The newly split purchase order will have an updated budget based off the remaining budget

1. The newly split purchase order will have an updated budget based off the remaining budget

Safely invoice the correct amounts and keep track of remaining budget of your purchase orders.

What's the process?

After Splitting the above PO: