Consolidating Requisition Details on Purchase Orders

You can consolidate details from separate requisitions into single details on purchase orders for the same vendor, item, unit of measure, and (if you use Inventory Control) inventory location. The program combines all related details, with the exception of details that include drop-ship addresses. A separate purchase order detail is created for each requisition detail with a drop-ship address.

Consolidation deletes order numbers. Any order numbers entered in requisition details are lost if you consolidate when creating purchase orders, but you can edit the new purchase orders to re-enter the order numbers you need.

Sample consolidations. For example, assume the following detail lines exist for a vendor on the requisitions from which you are creating purchase orders and you have chosen to consolidate details:

Line	Item	Loc.	Qty.	Unit	Drop- Ship	Order No.
1	A1-103/0	1	10	Ea.	Yes	None
2	A1-103/0	1	15	Ea.	No	21234
3	A1-103/0	1	7	Ea.	No	37288
4	A1-103/0	2	9	Ea.	No	None

The following details are included on the purchase orders:

Line	Item	Loc.	Qty.	Unit	Drop- Ship	Order No.
1	A1-103/0	1	10	Ea.	Yes	None
2	A1-103/0	1	22	Ea.	No	None
3	A1-103/0	2	9	Ea.	No	None

Lines 2 and 3 were combined because they are identical except for the quantity and order number. Notice that the line now has no order number and that the quantities are combined.

Line1 was not consolidated because it contains a drop-ship address. Line4 was not consolidated because it is for a different location.

Also note: Lines will not be consolidated if they have optional fields, and they will not be consolidated if the vendor item numbers are different.

Go back to Creating purchase orders from requisitions.