Splitting Orders And Quotes

This FAQ will go over how to split orders in Paradigm ERP. See this FAQ on merging quotes and orders: Merging Orders and Quotes

Splitting Sales Orders & Quotes

To split a quote or order, click the “Split Order” button in the header. This opens the Split Order window.

The check box on the left of each order detail row allow selecting which rows are going to be split off of the current order. The radio buttons above the order line items give the ability to choose whether the products that are getting split off will be added to one of the customer’s existing orders, or if a new order will be created for the products. The top right corner of the window has buttons for Clear All, Split, and Close. Below the table of order details is a summary row that shows the Selected Weight and Remaining Weight.

Choosing Lines to Split

To select lines to split off of the current order, check the box at the start of each row, or change the value in the Pcs to Split column to be more than zero. To check all the lines in the order, check the box in the top left corner in the header of the table.

To change the amount of Pieces to Split off the line to be a partial amount of the Pieces Ordered, enter the desired amount into the Pcs to Split column. Only that quantity of the line will be transferred to the new or existing order.

Split and Create New Order

To create a new order, select the “Create New Order” option in the top left corner. This enables the two controls Ship Date and Ship Via in the New Order Info section.

Splitting the Freight Charge

Setting the Ship Date and Ship Via values in the first two controls will set what the values will be for the new order that is to be created. The second set of controls allows splitting the Freight charge. Entering an amount into either of the two Freight charge controls will cause the other control to have the value automatically set to the remainder of the freight charge.

Once the new transaction is created, it will be opened. Splitting the order retains the order number, but adds a number to the prefix: OE1, OE2, OE3, etc. The new split order’s release status will match the original order.

A note will also be added to both orders: Order Split By [USERNAME]

The note on the original order will include the order total as well:

To find other orders related to this order, use the “View Related” button.

Split and Move to Existing Order

If the second option “Move to Existing Order” is selected, the Select Order dropdown becomes active, allowing an existing open order for the same customer to be chosen so the selected lines can be reassigned to that order. The Existing Orders dropdown only displays orders that share the same release status as the order being split: released order lines can only be moved into other released orders, and unreleased order lines can only be moved into other unreleased orders.

The text that gets added to the targeted order’s Notes indicates that lines were added to it from another order.

Split an Order That Has Been Released

Once an order has been released to Production and Fulfillment, some limitations affect whether a user may split the lines or partial quantities.

Fulfillment Restrictions

A button with text and a black or red icon will show in the Pieces to Split column for lines on an order that have been added to pull labels by Fulfillment team members.

• The text at the start of the button, such as “3 pcs,” indicates how many pieces have been selected to split off the line onto a different order.
• The icon type shows whether the Fulfillment team member only printed pull labels for the line, or if they also grouped the line with other lines as part of a pack.
• The icon color is based on if the line is partially pulled. A red icon means the line is partially pulled, and a black icon means the line is completely pulled.
• The final number in the button’s text is the number of pull labels that were generated for that order line.

When the mouse pointer hovers over one of the buttons, a small pop up window shows the details about what pull labels were generated by the Fulfillment team.

The Pull Labels Window

Clicking on any of the buttons that are shown in the Pieces to Split column, or clicking on the Pull Labels button in the top right corner of the window will open the Pull Labels window.

In the top half of this window, the lines are grouped by the pull labels. The bottom half of this window shows all lines from the order that still have remaining pieces that haven’t been pulled by Fulfillment.

The information about what products are contained within a pull label or pack can be viewed by hovering the mouse pointer over the icon at the front of the row, or by clicking the + plus symbol at the beginning of the row. To expand or collapse all rows with a single click, the + plus and – minus buttons above the grid can be used.

Splitting Lines That Have Pull Labels

Lines that have pull labels already created for them cannot be split in a way that separates the pieces on a pull label. If the pieces on the line have been put on 1 pull label, the whole line must be taken as a single group to split off to a new order.

Splitting Lines That Are in a Pack

If a Fulfillment team member has marked multiple lines from any number of orders as being grouped together in a pack, the whole pack must be taken as a single group when splitting off to a new order.

Select Rows Based on Status

At the top of the Pull Labels window, four pairs of buttons give options for quickly selecting or unselecting all lines that match a specific status.

• Pulled: all lines in the window that are on a pull label.
• Packed: all lines in the window that are included in a pack.
• Shipped: all lines in the window that have been marked as “Shipped” in Fulfillment.
• Unpulled: all lines in the window that have not been affected by Fulfillment.

Production Restrictions

Even when a line has been locked or completed by manufacturing, it can still be split off the current order onto a new order. However, entering a Pieces to Split value that only takes a partial quantity of the line will trigger a warning before completing the action. The warning message will include text similar to “ACH has a manufacture lock. This probably shouldn’t be split without consulting production. Are you sure you want to split a partial amount of this line?”

Splitting Lines That Are Locked or Completed

If a line on an order is not completed by manufacturing, splitting a partial quantity off the line will also split the build in production. However, if a manufactured product’s build was marked complete by production, or the build was exported to a machine, the system will keep the build on the original order line. The process of splitting off a partial quantity from the line will add the partial quantity to another order, but will leave the build associated with it unchanged, and connected only to the original order line. The split off pieces that are added to the second order will not be marked to manufacture.

Splitting Lines That Have Lot Assignments

If the order line has lot assignments, splitting partial quantities is not permitted.

Prepayments

Prepayment Splitting Disabled (LEGACY)

If the company preference “Allow prepayment splitting and re-assigning” is disabled:

After an order is split, the prepayment amount will only be shown on the order it was received on. Prepayments on any of the orders that were split off of the same order will apply to any of those related orders. For example, if OE is split twice, into OE1 and OE2, prepayments made to the original OE will automatically apply to OE1 and OE2 as well when they are invoiced.

Prepayment Splitting Enabled

If the company preference “Allow prepayment splitting and re-assigning” is enabled:

This setting allows for the prepayment to be distributed between the original order and the new one, which will show an accurate balance on each order.

When an order is split, the prepayment splitting screen below will be shown. “Keep All” will set the entire payment on the original order, while “Move All” will set the entire payment on the new order.

Once the amounts are set as needed, click continue and the prepayment will be split as specified.

The split prepayment will display the parent receivable ID in the header information that was used to take the amount off of the original prepayment.

Prepayment

This is the type of payment that will show in the “Is Reassigned” filter in customer history.

Receivable