Partial POs are created in the Costs grid, which can be found in the top panel.
To find Transport Order costs, simply select Transport Order in the top right of the grid.
It is advised to add a column ‘Purchase Order ID’ to the grid, in order to be able to see if a given cost is already a part of a PO.
You can filter the column by double-clicking on the highlighted field under the column (see screenshot below) and choosing ‘Comparison’. Selecting ‘Not Exists/Empty’ will lead to only displaying the unassigned costs.
There are 2 ways to create Partial POs:
1. Simply select different costs (hold CTRL/Shift and select for multiple selections) you can pick the costs you would like to add to a Partial PO. Right-click and select the option 'Create Partial Purchase Order'
2. Select grid options menu (3 dots icon), then Batch Actions and click Create Partial Purchase Order. This will take all of the costs that are eligible and are displayed in the defined grid view (through filters on columns)
Once the partial PO was created successfully, you can view it in the Purchase Orders tab.
By default, the partial POs are grouped based on division and carrier.
If you want to select additional grouping criteria, you can pick it in the Carrier Masterdata. Based on the selection the carriers will be later grouped together accordingly to form Partial PO’s. For example, if ‘service level’ is selected, the selected carriers with the same service level will be automatically grouped together. This is optional and not required to create a partial PO.
Unlike for the final PO, the order does not need to be in status Ready for Billing in order to create a Partial PO. Note, however, that the costs should be approved beforehand.
It is also important to note that it is impossible to create a partial PO if the reroute function is enabled (shown disabled on the screenshot below).
