How to create a “Partly order”

In cases where an order is only partly delivered, due to various reasons such as, the supplier is out of stock of certain items but will deliver later or a mistake has been made and the supplier is not able to supply the items.

 If the supplier will at some point deliver, it is possible to keep the order open as “partly received”, and when the invoice for the delivered goods is received the order is partly paid. Some might not want to keep the order in this state and would prefer the not delivered items to be moved to a new purchase order, making it possible to “Finish” the order with what has been delivered.

 If the supplier is unable to deliver the item, there might be a need to split the items into a new order, to either use alternative quotes already received from suppliers or send out RFQs to other suppliers.  

One way to do this would be to cancel the not delivered order lines, and create a new order, but this order will get a new order number, making it harder to trace the story of the order. A better alternative in this case might be to use the “Create Partly Order” function. Here is how.

1. Open the order in question.
2. Click the “Order Lines” tab → “On Order” sub tab
3. Click the  [Create Partly Order] button.
4. The following dialog will appear.

1. Enter the quantity to transfer to the partly order in the editable “SEL” column (Last one in the grid). This can of course be done for any number of the order lines.  The second to last column show the “rest” quantity, not yet received which may be useful if item have not been received.
2. Tick the “Deduct selection from original quantity” to reduce the quantity from the original order
3. Click [OK]
4. The new “Partly order” will open, with the same order number as the original order but with a split extension added to it “/1”. I