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Four Options to Select From
Across All Open Purchase Orders
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 suppliers 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.
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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.
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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.