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PO Split/Release

You can designate (by line or by PO) if it is released/un-released, split PO lines, release/un-release and split at the same time, and filter or distinguish QOO and released/un-released QOO in various reports and other forms in the system.

Released means you want the supplier to ship that portion of the order. The unreleased portion will stay on hold until it is needed. This is used largely for builders and seasonal products so you can order ahead but not have to use valuable warehouse space to store the products until they are needed.

Purchasing/PO Header/Supplier​

There is a “Released” checkbox on the PO header, which defaults to CHECKED. If you uncheck it, then all PO lines that you add will be considered un-released. If you edit the PO and check/un-check the box, a message box will appear asking if you want to release/un-release all lines on the PO?

ReleasedPOHeader

PO Detail​

There is a released column in PO detail. If it is not released then it would say “NO”. There is also a split button that opens the split/release form, but it sets focus to the currently selected PO line allowing you to split a PO line from PO detail and release or un-release at the same time.

PO_Split_Release_Split_Button

Purchasing Maintenance​

A split/release button on PO maintenance

PO_Split_Release_Split_Maintenance

Clicking the split/release button opens a new form which lists all models on the PO that have not yet been received.

The columns are model #, ordered for invoice #, QOO (remaining quantity on order for the line), released, and a split quantity.

You can type a split quantity directly in the list, and also check or uncheck released. If you type in a split quantity, we will split them in the list so you can choose which quantity is released, and which is not.

PO_Split_Release_Split_Box

Once you have gone through the list and split or released as necessary, click OK to batch update the entire PO. If you only changed one line, only that one line would get split/released.

There are also select all and deselect all buttons so you could easily release/un-release an entire PO.

You can see if a model that is on order has been released or not in the purchase window for that model:

PO_Split_Release_Model_Purchase

Reports​

PO-14 ON ORDER Report​

There is an option to exclude un-released lines, so you only see what is really on order.

ReleasedPO-14OnOrder

OE-04/SN-15/SN-27​

There are also options in each of these reports to exclude 'not released' quantities in the QOO number.

PO_Split_Release_OE04

PO_Split_Release_SN15

PO_Split_Release_SN27