> For the complete documentation index, see [llms.txt](https://kb.bevica.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://kb.bevica.com/documentation/guides/paid-reserves-and-fine-wine/splitting_paid_reserves.md). # Splitting Paid Reserves Split Paid Reserves across cases/bottles or units of measure while preserving ownership. {% hint style="info" %} Bevica Fine Wine is a separate extension. Please contact your system administrator or your TVision contact if you would like further information or would like to install Bevica Fine Wine. {% endhint %} A Paid Reserve (PR) record should be split when you need to differentiate a number of units for some reason from the original PR. New Paid Reserves can be created into a smaller quantity of the same unit of measure or split into additional PR of smaller units of measure. Possible reasons for splitting a Paid Reserve: * Your customer wants to withdraw a bottle from a case Paid Reserve. * A number of units on a PR have been assigned to a separate **Nominee**. * You need to split a PR into two **Rotation No.s**. * After receipting, you need to set **Provenance** or **Condition** specifically on some cases or bottles. {% hint style="warning" %} **Prerequisites** Knowledge of how to manage paid reserves. {% endhint %} ## How to split a Paid Reserve record Paid Reserves are split using the Paid Reserve Jnl, selecting an existing record and setting new **Quantity, Unit of Measure** and **Paid Reserve Split** fields. In the ![Search (Tell me) icon](https://2932934759-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FfUgpGDVvyqBWVvwVIy9a%2Fuploads%2Fgit-blob-d08791d5454211f4ad6c103dcb698478e14f0cc7%2F4jTGMotfGb5MMrpTW-k9D9Oc3aJuyItDEw.png?alt=media) area, search for **Paid Reserve Journal**. 1. Open the page and select the Journal Batch you want to use. 2. Once the batch number is selected populate the **Customer No.** filter field with the customer who's Paid Reserve(s) you want to split. 3. Select the Line ribbon option Process then **Get Paid Reserves to Split**. 4. On the **Paid Reserve Selection** page that appears, select **Edit List**, find or search for the Paid Reserve record you want to split and enter the **Quantity** from this record you want to split. 5. Click OK to copy the Line(s) back onto the Paid Reserve Journal. {% hint style="info" %} Note Multiple lines can be selected by clicking the Paid Reserve No. column's **Show more Options** and after marking multiple lines clicking **Autofill Quantity Selected** on the page ribbon. {% endhint %} From the Paid Reserve Journal you now decide what type of split you want. The **Existing Quantity** and **Existing Unit of Measure** fields display what will be removed from the existing PR, the **Paid Reserve Split**, **Quantity** and **Unit of Measure** fields determine how the new PR will be created. You can personalise your page if you are unable to see these columns. **Paid Reserve Split options:** * None: One PR record created for the new quantity * Unit of Measure: One PR record created for each Unit * Base Unit of Measure: One PR record created for each of the item's base unit * Convert to Base: One PR record created in Base quantity for the original quantity selected **Scenario**: 5 x 6x70cl has been selected from a Paid Reserve containing 100 cases 6x70cl... | Existing Qty. | Existing UoM | Paid Reserve Split | Outcome | | ------------- | ------------ | ------------------ | ------------------------------------------------ | | 5 | 6x70cl | None | 1 new PR record, Qty = 5, UOM = 6x70cl | | 5 | 6x70cl | Unit of Measure | 5 new separate PR records, Qty = 1, UOM = 6x70cl | | 5 | 6x70cl | Base UoM | 30 new separate PR records, Qty = 1, UOM = 70cl | | 5 | 6x70cl | Convert to Base | 1 new PR record, Qty = 30, UOM = 70cl | After posting, in all cases the original PR will display a **Remaining Quantity** of 95 cases 6x70cl. **Scenario**: 1 x 6x70cl has been selected from a Paid Reserve containing 100 cases 6x70cl... | Existing Qty. | Existing UoM | Paid Reserve Split | Outcome | | ------------- | ------------ | ------------------ | ---------------------------------------------- | | 1 | 6x70cl | None | 1 new PR record, Qty = 1, UOM = 6x70cl | | 1 | 6x70cl | Unit of Measure | 1 new PR record, Qty = 1, UOM = 6x70cl | | 1 | 6x70cl | Base UoM | 6 new separate PR records, Qty = 1, UOM = 70cl | | 1 | 6x70cl | Convert to Base | 1 new PR record, Qty = 6, UOM = 70cl | After posting, in all cases the original PR will display a **Remaining Quantity** of 99 cases 6x70cl. {% hint style="info" %} Note The total volume in the **Quantity** and **UoM** fields must match the total volume in **Existing Qty.** and **Existing UoM.** {% endhint %} ## New Paid Reserve Records The newly created records have a reference to their original Paid Reserve in the **Orig. Paid Reserve No.** field and the following fields are copied from it: * Unit Price / Total Price (recalculated for the new Unit of Measure & Quantity) * Unit Cost / Total Cost (recalculated for the new Unit of Measure & Quantity) * Provenance * Condition * Nominee * Exp. Delivery Instruction * Exp. Delivery Ship-to --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://kb.bevica.com/documentation/guides/paid-reserves-and-fine-wine/splitting_paid_reserves.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.