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 to accept or reject. When Split Lines has been enabled, a 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 review Split Proposals?
From your PO Dashboard navigate to your Split Proposal tab (next to your Updates tab).
Changes coming soon to how split proposals are organized. Scroll to the end for a preview.
1. Select the checkbox on the far left of the line (you can only review one line at a time) and then click Accept/Reject Split Lines from the Choose an Action pop-out menu
2. 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
3. Click Accept Changes to accept the split.
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- This will update your ERP in two ways:
- The original order line with the proposed split will be updated with the details proposed by the supplier (new quantity and due date) as listed at the top of the window
- New splits will be written into your ERP either as a new line or 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
- This will update your ERP in two ways:
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
Changes coming soon
Split line proposals from suppliers will be tagged as a risk to on-time delivery. You can find these PO lines in your Need attention views under: Supplier proposed changes and All risks. You can also create a special Split line proposal view under My views using the Filters.
Take action on the split proposal in two ways:
1. Select the order line and choose Accept/Reject Split Lines in the action menu under the ellipsis button in the top right.
2. You can also open the Risk message in the Risks columns and following the prompts.