Merge purchase orders

Merge purchase orders

Overview

You can merge multiple Purchase Orders into a single Purchase Order.

By ticking two orders, the feature will add the line items from the smallest order to the order with the greatest value. The smaller Purchase Order, now empty, is then voided.

There are some important points to note before merging Purchases:

  • Be very careful merging Purchases with a large number of line items. If the resulting order has too many line items (500 or more) the order may not open.

  • Purchases should only be merged before they have been received.

  • The merge process cannot be undone.  Make sure you want to merge before completing the merge process.

Merge purchase orders

  1. From the Left Navigation, select Purchases and then select Purchase Orders.

  1. Select the two orders you would like to merge.

  2. From the Actions menu, select Merge Purchase Orders. Select Ok on the pop message.

  3. Finally, Save the resulting Purchase Order to complete the merge.

FAQs

If both orders contain the same products, will these products be consolidated into one line?

No. Merging Purchase Orders will simply insert the lines of the smaller value order underneath the lines of the largest value order.

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