Purchase orders that share certain common properties can be grouped. Grouping purchase orders eliminates repeated processing and receiving of purchase orders that share the same properties such as the same supplier, currency, receiving warehouse, exchange rate, and others. Therefore, the grouping functionality saves time and improves efficiency by processing multiple purchase orders in a single view.
Purchase ➔ Entries ➔ Group purchase orders
You can display the purchase orders that you want to group based on the common properties that the orders share. By default, five criteria (Supplier, Currency, Warehouse, Exchange rate, and Delivery debtor) are pre-selected to display purchase orders that have the same supplier, currency, warehouse, exchange rate, and delivery debtor. There are also other check boxes that you can select to display purchase orders with the same defined criteria.
This displays purchase orders with the same supplier. It is a default selection and cannot be edited.
This displays purchase orders with the same currency. It is a default selection and cannot be edited.
This displays purchase orders with the same warehouse. It is a default selection and cannot be edited.
This displays purchase orders with the same exchange rate. It is a default selection and cannot be edited.
Select this check box to display purchase orders with the same delivery debtor. It is a default selection and cannot be edited.
Select this check box to display purchase orders with the same selection code.
Select this check box to display purchase orders with the same shipping method.
Select this check box to display purchase orders with the same project code.
Select this check box to display purchase orders with the same person in the purchase order header.
After defining the criteria, the purchase orders that match the selected criteria are displayed.
To view the individual purchase orders, select any of the record shown and click the Advanced button. The purchase orders records displayed when you select a supplier in the Advanced screen are based on the following conditions:
Note: If you do not want to group all purchase orders displayed, you can manually select the individual purchase orders that you wish to group.
Click Advanced to view the individual purchase orders of the selected record at the top pane. Click Simple to hide the individual purchase orders.
Note: In the Advanced mode, you can manually select the individual purchase order or click Select all to select all purchase orders for grouping.
Click this to select all purchase orders for the selected supplier.
Click this to group the selected purchase orders. The grouped purchase orders will be removed from the overview. When the purchase orders are grouped, only the purchase order with the smallest purchase order number will be retained. The purchase order lines from the rest of the purchase orders are copied over to that retained purchase order. The links between the copied purchase order lines with the sales orders or production orders will be also be retained. The rest of the purchase orders will be deleted.
Note: This button is enabled only if you have clicked Select all in the Simple mode or if you have selected more than one purchase order in the Advanced mode.
Click this to exit.