Multi-grouped purchase orders

Multi-grouped purchase orders

A multi-grouped purchase order has the Division being set at the Line-item level. This means the purchase can be sent into multiple-concurrent approval workflows and be assigned to more than one Division budget.

To create a multi-grouped Purchase, simply set the Division to multi-grouped at the top of the form: 


Then the line items will have the Division field that you can set: 


Considerations 
You may want to adjust your workflows so that they don't have the "send purchase order to supplier" step. The reason being is the Purchase Order will be sent for the first approved line items. Then when additional approvals are completed, additional purchase orders could be sent. This feature was designed for procurement managers so assumes the manager will handle the PO sending once they are happy all line items have been approved and allocated. 

    • Related Articles

    • Purchase Orders Explained

      Overview  In Zahara you can create Purchases. These are requests to buy things that can then be converted to Purchase Orders and sent off to a supplier. The Purchase order can then have it's delivery receipted - GRN and an invoice recorded against ...

    • Automatic Closing of Orders

      You can automatically close orders with two criterias 1. No activity for 90 days 2. Fully Matched and 20 days have passed. To enable either of these, per Business Unit, head to Business > Settings > Maintenance You will see the functionality there. A ...

    • Creating a purchase order

      Creating your order  The video below shows you how to create a purchase order.  You can create a purchase order in two ways.  You can either go to Documents > Purchases and click "New Purchase Order" or you can click + > New Purchase Order on the ...

    • Bulk importing of orders

      You can bulk import orders from a CSV file. Go to the Documents > Purchases pages and select import. Now download the CSV template.  The process is very easy, provided you know how to populate the order CSV file. A copy is shown below. Line# Each ...

    • Second ref counter - Creating a separate purchase order number

      ContextNormally a user of Zahara has the purchase order number generated as soon as the order is raised. An order is raised and sent for approval and the supplier can then receive a purchase order PDF with this number on it. The number is instantly ...