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Splitting a purchase order between suppliers can be vital if the order is too big and the amount of time given is not enough for just one supplier.  Chase allows you to create multiple POs for the same line items.  You can order part of the order from one supplier, and order the rest from another supplier.

Below are steps to show you how to split a purchase order between suppliers.


Step-by-step guide



  1. Open the Cost Sheet that you want to raise a PO for.
  2. Click the Shortcut Menu on the Toolbar.
  3. Select Purchase Order from the list that appears.
    Alternatively, click the Create a Purchase Order based on this line button located next to the relevant line item.



    The Create Purchase Order dialog opens. 

  4. Click the drop down arrow in the first field, and select S – Order 50% of the Cost Estimate, as only part of the order is for this supplier. 





  5. Click the Create button to create the PO.



    The Purchase Order screen is opened from where you can complete the document. 

  6. Enter the remaining information. 
    1. Click the drop down arrow on the Supplier field and select a supplier from the list that appears.
    2. Click the drop down arrow on the Attention field, and select the contact to whom the PO will be sent.
    3. Enter the address that the order will be delivered to in the Delivery Address field.
    4. Enter a brief summary of the order requirements in the Details field.
    5. Select a delivery date in the Deliver By field.
    6. Select a time for delivery in the field to the right of the Deliver By field. 



  7. When satisfied with the changes, click the Save button on the Toolbar.



  8. Send the PO to the supplier via email.  If the Supplier is a Portal user, they will be able to see that a PO has been created.

    You will now create another PO to fulfill the second half of the order.

  9. Click the Shortcut Menu on the Toolbar and select Purchase Order from the list that appears.

    The Create Purchase Order dialog opens. 

  10. Click the drop down arrow in the first field, and select F- Order the Full / Outstanding Value of the Cost Estimate.

    The PO will show only the remaining amount that still needs to be ordered.



  11. Click the Create button to create this PO.



    Notice that you have two POs created on the Job Bag tree and both POs show the same CE number.   



  12. Enter the remaining information to complete the PO. 
    1. Click the drop down arrow on the Supplier field and select a supplier from the list that appears.
    2. Click the drop down arrow on the Attention field, and select the contact to whom the PO will be sent.
    3. Enter the address that the order will be delivered to, in the Delivery Address field.
    4. Enter a brief summary of the order requirements in the Details field.
    5. Select a delivery date in the Deliver By field.
    6. Select a time for delivery in the field to the right of the Deliver By field. 



  13. When satisfied with the changes, click the Save button on the Toolbar.



  14. Send the PO to the supplier via email.  If the Supplier is a Portal user, they will be able to see that a PO has been created.