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• has a quantity greater than one

• is the most recent version

• is not an ATO or part of an ATO configuration

• is not currently reserved for update or upgrade

• is not currently pending service

• is not currently reserved for order creation

• is not associated with a service reserved for termination

Splitting a customer product isolates a particular quantity for additional processing such as transfer between customers or locations, additional service programs or cancellation. After splitting customer products, you can transfer the split quantity, terminate service programs, and add or renew service programs to the split quantity.

You can track products through their splits and view the resulting changes in quantity.

For example, a need to split customer products may arise when products are sent to a central distributor, then are divided between subsequent customers. 100 office security systems are purchased by the distributor. After negotiations, 25 security systems are sent to customer A, 50 to customer B, and the rest remain at the distributor. Another example is where customer A orders 10 personal computers. The first five computers are used only five days a week, while the second five are used seven days a week. The computers are split into groups of five to allow the application of different service programs.

New customer products created from a split retain the same attributes as the parent customer product. Total order amounts are split according to each new quantity. For example; a quantity of five with a order value of $5000.00 split into quantities of two and three becomes $2000.00 and $3000.00, respectively. Revisions and audit history are automatically created along with the associated split amounts.

   To split customer products:

1. Enter search criteria in the Find Customer Products window and choose Find to navigate to the Customer Products window.

2. Select the record to split, then choose Split Product from the Special menu.

3. Enter a quantity in the First Quantity field without exceeding the total quantity of the line item in the Customer Products window.

Note: If you are splitting the quantity into items of one each, leave the First Quantity field blank before checking Split into Quantities of One Each.

4. Select the Split Reason.

5. Confirm the split by choosing OK.

   To view history of splits for a customer product:

1. Navigate to the Customer Products window.

The Find Customer Products window appears.

2. Enter search criteria, then choose Find.

3. Choose the record (customer product) whose historical split information you need.

4. Choose Audit.

5. Navigate to the Split Customer Products window to view the history of product splits.