From the Accounts Payable screen, select the Data Entry menu and then Purchase Orders.
Select the desired batch of purchase orders containing the purchase order with the detail lines to be combined by double-clicking on the desired batch description.
Enter the number of the purchase order with the detail lines to combine in the Purchase Order Number field, or click the Find button to select the correct one.
Select the Requisitions menu and then Combine Detail Lines.
The Combine Detail Lines screen will appear listing all the detail line items on the purchase order.
Select the detail lines to merge by clicking the box for the Selected column to the left of each desired detail line item. A checkmark will appear in the box if the detail line item is selected. To select all the detail line items listed on the screen, click the Select All button located at the top of the screen. If desired, change the filters to modify the lines displayed here.
Select the Primary field (column) for the detail line item from which to use the Detail Information (such as the account number and detail description) on the purchase order for the merged line. A checkmark will appear in the box under the Primary column if the field is selected.
Note: If the Primary field is not selected, the fields in the Detail Information for the merged line will use the defaults (if applicable) or will be blank, other than the Purchase Order Detail Quantity field and the Purchase Order Detail Amount field which will reflect the total amounts of the selected detail lines.
Click the Execute button to combine the detail lines as specified.
Note: If the Primary field was not selected for one of the detail lines to be combined, a message will appear; click Yes to continue combining the detail lines without having one designated as the primary, click No to return to the Combine Detail Lines screen in order to select one of the lines as the primary, or click Cancel to return to the Purchase Orders screen without combining the detail lines.
After all the desired changes have been made to the purchase order, click the Save button.