Uptempo Documentation Help

Identify split purchase orders (POs)

Purchase order (PO) splitting allows you to associate a PO amount with multiple investments. This provides a more granular and precise view into your actual spend, with the ability to break down and associate your POs to the exact investment.

For later reference, you can identify and view split POs in both the Budgets Budgets and Investments Investments sections.

Identify and view split POs in the Budgets section

  1. In the Budgets Budgets section, navigate to the PO map screen by clicking map (x) in the desired POs column. The Map POs screen is displayed.

  2. You can determine the splits by the Split column. Only split POs will have a View Split button entered in that column. Click View Split to view the split and allocations.

    Identify and view split POs in the Investments section

    1. In the Investments Investments section, click Open Panel Open Panel on the investment item for which you want to view slit POs.

    2. On the details panel, click PO PO to open the PO dialog.

    3. Click the PO line for which you would like to see the investment split percentage.

      • If enabled, you can use the Split % column in the PO dialog table to quickly determine whether a PO is split.

    4. Click Edit Purchase Order. The Edit Purchase Order page is displayed. If the PO is split between multiple investments, the option Is this PO Split? will be set to Yes.

    5. To view the allocation of the PO split, select Manage Split to open the Manage Split for PO page, which shows the percentage allocation to each investment.

      26 May 2026