Declined 5/6/2026 Lavel Brito

1

Votes

Add option to Split Purchase Orders by Date

I am requesting the option to split POs by date as well to avoid the extra unnecessary step of adding placeholder vendors.  See my quick fix for recurring purchase orders below.

My workaround is to use a separate line for each recurring period. I created a UDF to flag the PO as a “Recurring PO” so it doesn’t need to be opened every week. Once the PO completes the approval process, the accounting clerk splits the PO. To do this, I temporarily use placeholder vendor names in the line items to split the PO, then correct the vendor name in the primary field. I prefer this approach over using Partial Pay, since partial invoices do not include the approval information from the original PO and require an extra document to be added to the approved check packet.


R
Rickie 5/7/2026 11:00 AM Tech
Split document should not be used for the process outlined. Partial Payment for the specific month is your best option. Another is to use the Recurring Payment task to automatically generate the payment requests each cycle. These are more training type question, and your Microix Consultant should be able to provide guidance on best practice for these types of transactions.

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