Sales Order > Blanket Sales Order > Release Blanket Sales Order

You can release the ordered quantities of your blanket sales orders using the Release Blanket SO function. A regular sales order will be generated for every release that you will make on the blanket sales order. The release of a blanket sales order will affect the following records:

•It will increase the open order balance on the customer record.

•It will increase the booked quantities on the affected inventory item records.

The following conditions must be met so that you can release a blanket sales order:

•There are still unreleased quantities of the inventory item in the blanket sales order.

•The blanket sales order has not yet expired, which means that the release date is the same or earlier than the date displayed in the Valid Until field.

Note: You can no longer release line item quantities for a blanket sales order during a period that is beyond the blanket sales order’s validity date.

To release ordered quantities in a blanket sales order, perform the following steps:

1.Select the Release Blanket SO button from the Blanket Order group in the Transactions tab of the Sales Order module. The Search screen is automatically displayed.

2.Enter in the Search field the number of the blanket sales order. You may also enter in this field any value that represents either customer #, salesperson, order date, or currency to filter the blanket sales orders displayed in the Search grid. Locate in the grid the blanket sales order that you want to release; then, double-click the blanket sales order number to select.

3.When a blanket sales order number is selected, the customer number and other blanket sales order information is automatically displayed in the respective fields across the pages in this function. You can then proceed to release the blanket sales order. The values in fields that are grayed out or unclickable cannot be changed.

4.In the Information Page, review and accept or amend the values in the Order Date, Request Date, SO Remark # and Inv Remark # fields. For more information, refer to the Information Page section.

5.In the Line Items Page, enter in the Release Quantity field the quantity that will be released from the blanket sales order. You may also review the line item transaction. For more information, refer to the Line Items Page section.

6.In the Payment/Bill/Ship Page, review the method of payment, the billing and shipping addresses, and sales tax code. You may change the billing and shipping addresses and sales tax code in this tab. For more information, refer to the Payment/Bill To/Ship To Page section.

7.View or update the customer activities in the Activity Page. Refer to the Activity Page section for more information.

8.In the Notes Page, review and/or accept or enter narrative information about the customer and the blanket sales order. For more information, refer to the Notes Page section.

9.When you are done with your entries for the release of this blanket sales order, click the Save button in the function toolbar to proceed. In the Release Blanket SO dialog window that is displayed, you can choose to perform any of the following options:

oPreview

Click the Preview button if you want to view the receipt before you print it.

oPrint

Click the Print button if you want to print the Payment Receipt.

oApply Payment

Click this button to access the Apply Payment function directly from this window in order to record customer payments.

oNew

Click the New button to create another AR invoice transaction.

oClose

This is the X button in the upper right corner of the save confirmation window. Click this button to close the window.

Note: The Preview, Print and Apply Payment buttons are enabled only if the user has the necessary access rights to these function. To manage user access rights, use the Groups access rights function in the System Administrator module.

Q. How does a blanket sales order affect the quantity balances of inventory items?

A. Creating a blanket sales order does not affect the quantity balances of inventory items until the order is released; then, the released portion will increase the booked quantity of the items.

Q. How can I amend a sales order that was created from the release of a blanket sales order?

A. You cannot amend a sales order that was created from a blanket sales order. If you want to make changes, cancel the sales order so that the system will return it to the blanket sales order from which it came; then, amend the sales order details using the Blanket Sales Order function.

Release Blanket Sales Order

Release Blanket Sales Order

See Also