Merge RFQ

Merge Orders Action

Select two or more purchase orders which is in RFQ or RFQ sent state and in 'Action' tab there is an option 'Merge Orders'.

Merge Orders Wizard

When click on the Merge Orders in 'Action' it will open a Wizard.

Merge Type

In the wizard there is four options in Merge Type.
1.Cancel all selected purchase order and Create new order.
2.Delete all selected purchase order and Create new order.
3.Merge order on existing selected order and cancel others.
4.Merge order on existing selected order and delete others.

Cancel/Delete all selected purchase order and Create new order

Select the purchase order to cancel/delete.

Also select other purchase orders to cancel/delete. After selecting the purchase orders, Click the Merge Orders from the Action option.

Select the option "Cancel all selected purchase order and Create new order" from the wizard. And also there is an option for selecting new vendor and click on button MERGE ORDERS, it will cancel the all selected purchase order and create new order with the selected vendor and if select delete all selected purchase order and create new order, it will delete the all selected purchase order and create new order with the selected vendor

The user can see a new purchase order is created. And the other purchase orders were in cancelled state.

The selected purchase order is merged together and created a new purchase order and hence the order lines are combined.

Merge order on existing selected order and cancel/delete others

Select the orders to merge the purchase order.

When select merge order on existing selected order and cancel others there is an option for selecting the RFQ and click on button merge orders, it will merge the order lines to the selected RFQ and cancel others and if select merge order on existing selected order and delete others, it will merge the order lines to the selected RFQ and delete others.

You can see the selected RFQ is remaining and other RFQ is cancelled.

At least two purchase orders

Select one purchase order.

At least two purchase order must be selected, otherwise ith show an error.

Orders of RFQ or RFQ Sent sate

Orders should be in state RFQ or RFQ Sent, otherwise it shows an error.