I need to split an order but the Propose Split Order action is greyed out? How can I split an order if my buyer's ERP does not include this feature?
The ability to use the Propose Split Order feature is dependent on the ERP your buyer companies are using. So not all suppliers will be able to use this functionality for all their buyer companies. There are two ways for suppliers to initiate a potential split, Notify Buyer/Messages or Propose Change.
Using the Messages action, suppliers can send a message to the buyer letting them know that a split is needed. Ideally the supplier would outline the details of the proposed split in the text box of the notification. The buyer would let update the PO line within their ERP by changing the quantity of the original order. The buyer would then add the proposed splits to the PO as new order lines. The new order lines would pull into SourceDay as new pending orders for you to acknowledge.
Suppliers could also use the "Updates" action to propose changes to the original line that would match their initial delivery. And include a note to the buyer asking them to split the order and letting them know the delivery scheduled for the remaining quantity. The buyer would accept the proposed change within SourceDay (which updates the line qty both in SourceDay and the ERP). Then buyer would then add a new line or lines to the PO within their ERP. The new order lines would pull into SourceDay as new pending orders for you to acknowledge.