Line Items containing multiple quantities of the same Item can be split into multiple lines within a Quote. For example, if there are different purchasing needs for the same part, or you need to group specific quantities for different rooms on a Project
To split Line Items in a Quote, complete the following steps:
- Open a Quote record and click the Line Items tab
- Highlight the Line Item you want to split. Note that the Quote does not have to be in Edit mode to split Items
- From the Line Items grid Extended Menu, select one of the following options:
- Split This Line Item – Specify the quantity that you want the new line to be split into. The remaining quantity remains in the original row
- Split This Line Item Into Singles – The Item is split into individual lines based on the quantity of the original Line Item
Also note the following information when splitting Quote Line Items:
- Only one Line Item can be split at a time
- Canceled Line Items cannot be split
- Only Line Items that are type L or M can have decimals
- If a Line Item has negative quantity, the split quantity must be negative. A split quantity cannot be less than the Item quantity
- If an Item has positive quantity, the split quantity must be positive. The split quantity cannot be more than Item quantity
- A split quantity cannot be the same as a Item quantity
- A split quantity cannot be zero