Creating blanket order headers

To create blanket order headers:

  1. Open the Blanket Orders form.
  2. Click New Record. The system automatically populates the blanket order description, Status, Date Created, and Number of Lines.
  3. Organization—Enter the organization to which the blanket order belongs if you use multi-organization security. The system automatically populates Date Created.
  4. Blanket Order—Enter a description of the blanket order in the adjacent field. The system assigns an order number after you save the record.
  5. 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.

  6. Store—Enter the storeroom to which to deliver parts.
  7. Buyer—Enter the buyer responsible for the blanket order.
  8. Maximum Value—Enter 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.
  9. Class—Enter the class of the blanket order. The system automatically populates Class Org.
  10. Start Date and End Date—Enter 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.
  11. Supplier—Enter the supplier from whom to order the parts. The system automatically populates Supplier Org., Currency, and Exchange Rate.
  12. Currency—Enter the currency you use to purchase the parts.
  13. Exchange Rate—Enter 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.
  14. Approve Order—Select to automatically approve a purchase order generated from the blanket order.
  15. 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 Cancelled. Once cancelled, you cannot change the status of a blanket order.