Configuration Settings
- Go to the Settings ->Purchase->Merge Purchase Order.
- Select True to enable the feature.
Merge Order
- Go to Purchase->Orders->Request for Quotation
- For merging purchase orders, you will have to select multiple orders displayed in the RFQ list view and go to the ‘Action’ tab to avail the Merge Purchase Order feature.
- If you select a single RFQ then it will give you a warning.You have to select at least two RFQ for merge.
- You have to select orders which are in RFQ and RFQ sent state,otherwise it will show you the warning message.
- When you click on the ‘Merge Orders’ new pop window will appear.
- In the popup window two options are available – One for selecting the Vendor and one for Purchase order.
- In the purchase order field if no option is selected then it will create a new order and 3 options with older order(cancel other, archive other or older order remain same with no action)
- Merge Products with their Quantity are shown in the merge Products tab.
- Next, if we have selected option “ Same As Previous Order” from the popup in the merge type field , after clicking on the merge button a new merge RFQ is created and the selected RFQ will remain the same.
- When the user selects Cancel order from merge type then selected RFQ Orders are cancelled after clicking on the merge button in the popup window and a new merge purchase order is created.
- Users select Merge type with option “Archive Orders” and click on the merge button. You can see selected RFQ POO105 and POO106 are archived and a new merge Purchase order is created.
- Next we have option “Is Existing Purchase Order” ,if “Is Existing Purchase Order” is true, then we can see a new field “Purchase Order” is visible below it. RFQ that we have selected for merge will show under purchase order field ,select any RFQ reference from option then click on merge button.For example we have selected POO108 in the Purchase order field.Now we can see order is merge in POO108 RFQ with Products and Quantities.
