How to Combine Purchase Orders

You are able to combine purchase orders and there's a few options to select from. If you do not want to combine purchase orders, there is also a configuration for this.

1. Go to Administration → Defaults to access the Default Settings area.

2. On the left panel, scroll down and look for the Purchase Orders area.

• Here, you can find a few settings such as setting your default PO delivery location, default PO template, and even enabling approval required.

To select your settings on whether to combine purchase orders or never combine, click on the arrow to access the list of options.

Four Options to Select From

1. Across All Open Purchase Orders - select this option if you want all of your open purchase orders to be combined across all jobs per supplier.

Sample Scenario:

You have two Jobs J120 with supply item worth $200.00  and J121  with the same supply item worth $200.00 and both supplies are under one supplier.

• You create a PO on Job J120 and a unique PO number is assigned for a total amount of $200.00.
• When you create a PO on Job J121, the same PO number will be assigned and amount increases to $400.00 by adding another supply for the same supplier.
• This means that all open purchase orders for the same supplier are combined as per setting selected. 

2. Only On Open Purchase Orders For Job And Child Sections - select this option if you want to combine purchase orders under the same supplier for jobs with Sections as pricing method.

Sample Scenario:

You have a Sections based job with 2 sections and and each section has a supply item for the same suppler. Section 1 has a supply item worth $500.00, Section 2 has a supply item worth $200.00.

• You create a PO on Section 1 and a unique PO number is assigned for a total amount of $500.00.
• When you create a PO on Section 2, the same PO number will be assigned and amount increases to $700.00  by adding another supply item worth $200.00 for the same supplier.
• This means that open purchase orders for Job Sections are combined as per setting selected.    

3. Only On The Current Job Or Job Section - select this option if you only want to combine purchase orders on job level and if section based, on section level.

• For example, if you have a job with Time & Materials as Pricing Method, and you have total of 5 supply items under one supplier, then they will be combined in one PO.
• If you have Sections based jobs, and Section 1 has 5 supply items under one supplier, then they will be combined in one PO only for that section.
• If Section 2 has another set of supply items for the same supplier then another PO will be assigned/created.

4. Never - select this option if you want to never combine purchase orders.

Note: Depending on your business structure or requirements, you may choose to "Never " combine Purchase Orders or use one of the settings on how Purchase Orders are combined.