PO - Buyer Workflow - Understanding Split Lines Proposals from Your Suppliers

What Are We Trying to Accomplish?

Split Lines gives your suppliers the option to propose splits to orders if they can't meet the entire quantity of an order by the requested date.  These split proposals are sent to the buyer as an Update that can either be Accepted or Rejected just like a regular proposed change made by your supplier.  When Split Lines has been enabled, a new Split Proposals view will be visible on your SourceDay platform and all proposed splits will be accessible there.

This feature can be customized to either create a new line at the end of the PO or a new release on the current line.  Split Lines is a custom feature that requires additional integration with your ERP that will need to be completed with the SourceDay integration team. 

This integration is not available for all ERPs.

How Do I Do It?

You will start off in the Purchase order section by clicking "Purchase Orders" at the top of your screen.

To Accept/Reject Split Proposals

1) Click on the Split Proposals view

2) Select the checkbox on the far left of the line and then click Accept/Reject Split Lines from the Choose an Action pop-out menu

•  You can only Accept/Reject one line at a time

3) Review the Proposed Split

• Original Order will be the original line with Qty Ordered, Qty Proposed, and Due Date Proposed
• Proposed Split Details will be the split line with Qty Proposed and Due Date Proposed
• There may be several New splits listed depending on how many separate splits have been proposed by your supplier

4) Click Accept Changes to accept the split

• • This will update your ERP in two ways:
    • The initial line with the proposed split will be updated with the details proposed by the supplier (new quantity and due date)
    • New splits will be written into your ERP either as a new line or new release (depending on which you are using).  Note: Existing lines or releases not associated with this split will be unaffected, the new lines/releases will be added to the next available number.  For the example above the proposed split will be added to PO 9958489 Line 1 Release 2 or if release 2 is already written then Release 3).
  • The new lines will be pulled in SourceDay and displayed as new pending orders for your supplier to acknowledge

5) Click Reject Changes to reject the proposal

• Provide a reason for the rejection in the Comments box
• This will notify your supplier of the rejection