Prerequisites
Purchase orders with items from multiple suppliers
Ensure the suppliers intended to be used are marked as active in the system.
Step-by-Step Instructions
Step 1: Creation of a Purchase Order
When creating a PO in ProcureDesk, you can include items from different suppliers.
Clear supplier and payment details from the header section to enable assignment of different suppliers to individual line items.
Add items to the purchase order and assign the respective supplier to each line item.
Step 2: Approval Process
Submit the PO for approval as you normally would.
Note: The approval process is only initiated once, regardless of the number of suppliers involved.
Step 3: Splitting of Purchase Orders
After the PO is fully approved, ProcureDesk will automatically split it into multiple sub-POs based on the number of suppliers.
Each sub-PO will correspond to a specific supplier.
FAQs and Troubleshooting
Q1: When does the PO split happen?
The PO split occurs only after the original PO is fully approved.
Q2: How are the PO numbers assigned?
The PO numbers are assigned consecutively to maintain order and ease of tracking.
Q3: Can I track the approval status of each sub-PO?
The approval is only generated once for the original PO. Once approved, the sub-POs are created without needing separate approvals.
Q4: What should I do if I cannot select a specific supplier?
Verify if the supplier is active in the system; inactive suppliers cannot be selected.
After activating the supplier, refresh the purchase order page to update the available supplier list.