Feature availability may vary by buyer
The Propose Split Lines feature in SourceDay allows suppliers to suggest this kind of delivery schedule by splitting a single PO line into multiple lines with different delivery dates.
Note: This feature is not available for all suppliers. It depends on the buyer’s ERP system. If you don’t see the “Propose Split Lines” option, you can still communicate a proposed schedule by entering a new quantity and explaining your delivery plan in the Message field when using the Accept/Propose action.
How to Propose Split Lines (if enabled)
Step 1: Select the order line
Check the box next to the one order line you want to split.
Under More Actions select Propose Split Lines from the dropdown.
If the action is bolded, it means the feature is available to you.
Step 2: Review the order details
In the split proposal window, make sure the total of all split quantities equals the full quantity listed in the original PO line.
This is required — you will not be able to submit the proposal if the totals do not match.
Step 3: Propose the first shipment
Under the Original Line, edit the Quantity and Date to reflect the first planned shipment.
The Date field defaults to the current value, but you can change it.
Step 4: Add additional split lines
Enter the Quantity and Date for the second shipment under Split Lines.
To create more splits, click Create New Line and repeat the process.
Make sure all quantities add up to the original order line’s total.
You can remove a split line by hovering over its label and clicking the red X.
Step 5: Submit the Proposal
Once your split lines are entered and balanced, click Propose Splits.
What happens next?
The buyer will review the proposed split and respond.
If the buyer accepts the split proposal:
- The original order will be updated with the new propose date and qty.
- The new split lines will be added to the buyer's ERP
- AND
- The new order lines will be added to SourceDay as new pending order lines for you to accept.
If the buyer rejects the split proposal:
The order line will be sent back to you to review
You’ll see a note explaining the buyer’s reason for rejection.
You can:
Propose a new split
Propose a different update
Message your buyer for clarification
Tips for successful split proposals
Always start with the earliest delivery date on the first line, followed by later dates on the split lines.
Ensure that total quantity = original PO quantity. Proposals won’t submit if the math doesn’t match.
Use the Message box to explain why you’re requesting the split — this helps your buyer understand and approve your request faster.
Important Notes
Feature availability: Propose Split Lines is only available if your buyer’s ERP system supports it. If not, you’ll need to use the Accept/Propose action and send delivery details via message.
Status restrictions: You cannot propose split lines for orders that are already Shipped, Completed, or have a Pending Cancellation.
Conflicting proposals: Submitting a standard change (e.g., updated cost) while a split proposal is under review will invalidate the split proposal. You’ll see a warning message before proceeding.
- Overriding proposals: Submitting a split proposal on a line will override existing standard proposals. You'll see a warning message before proceeding.