Adding service details to blanket orders

Add service details to blanket orders. Create a service line for a set quantity and certain number of hours and at a defined price and rate.

Note: You can only add service details to a blanket order if the status of the blanket order header is Unfinished.

You can only modify service details if the blanket order status is Unfinished.

If the installation parameter POCURR is set to NO, the system copies the currency of the blanket order header to all blanket order lines and protects Currency. The currency of the service lines must match the currency of the blanket order header. However, if the installation parameter POCURR is set to YES, the currency of the service lines may be different than the currency on the blanket order header. Contact your system administrator for more information.

To add service details to blanket orders:

Open the Blanket Orders form.
Select the blanket order to which to add service details, and then click the Services tab. The system automatically populates Line, Type, Status, the currency, and Exchange Rate.
Click Add Service Line.
Line—Enter a line number.
Type—Select one of the following service detail options:
Fixed Price or Hours from Service—Select if the service line references a work order activity that is flagged for external service.

Note: Hours Requested for a line type of Fixed Price must be 1.
Contractor Hire—Select if the service line will be completed by contract. If you select Contractor Hire, you must enter a Trade.
Trade—Enter a trade if the service will be contracted.
Price—Enter the cost of the service. The system automatically populates the currency of the price.

Note: If the POCURR installation parameter is set to YES, you can change the currency. Contact your system administrator for more information.
Exchange Rate—Enter the exchange rate for the currency.
Task Qty.—Enter the amount of units of service, and then enter the unit of measure in the adjacent field.
Task—Enter a task if the service will be contracted. The system automatically populates Price, the currency, and the unit of measure. If the Task is associated with a Trade on the Task record, the system automatically populates Trade. Also, if Hours Requested has not been entered, the system automatically populates Hours Requested from the Task record’s Estimated Hours.
Hours Requested—Enter the number of hours required to perform the service.
Delivery Address—Enter the address to which to deliver any needed items.
Maximum Hours—Enter the maximum amount of hours allowed for the service.

Note: Maximum Hours must be greater than or equal to Hours Requested.
Maximum Value—Enter the maximum monetary value allowed for the service.

Note: You must enter either Maximum Hours or Maximum Value. You cannot enter both values.
The Maximum Value of the line must be less than or equal to the Maximum Value of the header.
Click Submit.The system automatically populates Number Released with the number of times the service line has been released by the blanket order, Released Hourswith the total number of released hours for the service line released to the blanket order, Released Value with the total monetary value of units released by the blanket order, and Last Order with the number of the last purchase order that was released for the service line.

Note: To delete a service line, select the service line to delete, and then click Delete Service Line. You can only delete service lines from a blanket order if the status of the blanket order header is Unfinished.