Splitting a line
Prerequisites:
- The line to split must not contain any discount in fixed amount.
- The Scheduled box on the line to split must not be checked.
A line can be split in order to divide this line by distributing its quantity or amount on multiple new separate lines. Information from the initial line is copied to the new lines, except information specified in the splitting window.
| 1 | From the quotation, check the line to split. |
| 2 | Click on  at the top right of the lines then on Split selected line. |
| 3 | Select the Splitting type: |
- Select Quantity to split the line and distribute its quantity. The Quantity to split field shows the quantity to split from the initial line.
- Select Amount to split the line and distribute its amount. The Amount to split field shows the amount to split from the initial line. In this splitting type, the quantity of each line created will always be 1 (even if the total quantity after splitting does not match the quantity of the initial line).
| 4 | In the Splitting section: |
- Click on
to add a line. You can add as many lines as you need. - Specify the information of each line added: Quantity or Amount, Label, Additional label, Expected delivery and Expected billing dates. The sum of the quantities or amounts specified must be equal to the Quantity to split or the Amount to split.
Note
The Expected delivery and Expected billing dates can be modified only when the Periodicity of the line to split is Unique, or when the Billing method is different form Service.
- Click on
if you want to delete a line.
| 5 | Click on Validate and save the quotation. |
The line is split. The initial line is deleted and the new lines are created.
Note
If a cost is linked to the quotation line, a message is displayed when validating and asks you to confirm the split. If you confirm the split, the cost will not be deleted but it will no longer be linked to any quotation line.
