Creating blanket order headers

Create blanket order headers.

  1. Select Purchasing > Blanket Orders.
  2. Click New Record.
  3. Specify this information:
    Organization
    Specify the organization to which the blanket order belongs if you use multi-organization security. The system automatically populates Date Created.
    Blanket Order
    Specify a description of the blanket order in the adjacent field. The system assigns an order number after you save the record.
    Status
    Select the status value of the blanker order.
    Note: Your authorization level determines the values available for Status.

    You must add line items to the blanket order before you approve it. After lines are added to the blanket order, the system populates Remaining Value.

    Store
    Specify the storeroom to which to deliver parts.
    Buyer
    Specify the buyer responsible for the blanket order.
    Maximum Value
    Specify the maximum value for the blanket order. The system displays the total monetary amount released against the blanket order to date in Released Value. You cannot update this field.
    Note: The Maximum Value of the header may be less than the total of all lines, but it cannot be less than the Maximum Value or Price of an individual line.
    Class
    Specify the class of the blanket order.
    Start Date, End Date
    Specify the dates between which purchase orders can be generated from the blanket order. The system displays the number of purchase orders released from this blanket order in Number Released. You cannot update this field.
    Supplier
    Specify the supplier from whom to order the parts.
    Currency
    Specify the currency you use to purchase the parts.
    Exchange Rate
    Specify the current exchange rate.
    Note: You can update Currency if there is an exchange rate defined for the currency and if the installation parameter POCURR is set to YES. If the installation parameter POCURR is set to NO, you can update the currency, and the system automatically populates Exchange Rate with 1. You can update Exchange Rate if the EXRTUPDT installation parameter is set to YES.
    Approve Order
    Select to automatically approve a purchase order generated from the blanket order.
  4. Click Save Record.
    Note:  Click Create Complete PO to create a purchase order from the blanket order.

    You cannot delete a blanket order. If you no longer need the blanket order, change the Status to canceled. Once canceled, you cannot change the status of a blanket order.

Parent topic: Creating and using blanket orders