Sales Order > Blanket Sales Order > Create Blanket Sales Order

The Blanket Sales Order function allows you to create blanket sales orders. You may convert these blanket sales orders into regular sales order by releasing the ordered quantities using the Release Blanket Sales Order function. This function also allows you to amend, cancel or void the blanket sales order template you have created.

Creating a blanket sales order and a regular sales order follow the same procedures except that a blanket sales order becomes a valid sales order only when it is released.

Various drillable fields are available in this function screens. When you click any drillable fields in this function, the corresponding Maintenance window is automatically displayed. There are exceptions such as the following:

•If the Inventory Control module is not activated, you cannot drill-down on the Warehouse field as the Warehouse Maintenance function is not available. You also cannot drill-down on the In-transit field in the Line Items page.

•If the Manufacturing module in not activated, you cannot drill-down on the In-process field in the Line Items page.

•If the Purchase Order module is not activated, you cannot drill-down on the On-order field in the Line Items page.

To create a blanket sales order, perform the following steps:

1.Access the Blanket Sales Order function from the Blanket Order group in the Transactions menu of the Sales Order module. Click the New button to create a new blanket sales order template.

Note: If the Blanket SO function is accessed for the very first time and there are no existing sales order records, the Information Page is automatically displayed; otherwise, the Search screen is displayed.

2.In the Customer # field, enter the number of the customer for whose blanket sales order you want to create. Alternatively, you may click the Lookup button to search for customer record; then, double-click the customer code to select. Once a customer number is entered in the field, information pertaining to the customer will be displayed in the respective fields across the pages.

3.Access the Information Page to review the relevant information coming from the customer’s record and the SO Module Setup function. You may also accept or enter values in the editable fields that you want to apply to the blanket sales order template that you are creating. Refer to the Information Page section for more information.

4.Access the Line Items Page to enter the line items for the blanket sales order. For more information, refer to the Line Items Page section.

5.Access the Payment / Bill / Ship Page to enter the terms of payment, and the billing and shipping addresses. In this page, you can also enter the sales tax code to be applied to the blanket sales order. For more information, refer to the Payment / Bill / Ship Page section.

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

7.Access the Notes Page to enter narrative information about the customer and the blanket sales order. See the Notes Page section for more details.

8.When you are ready to save the blanket sales order, click the Save button in the function toolbar to proceed. In the Blanket Sales Order save confirmation window that is displayed, perform these steps:

•If the User Input (Numeric) option is selected for Blanket SO Numbering in the AR Module Setup function, follow these steps:

5.1. Enter a blanket sales order number in the Blanket SO # field.

5.2. Click the Save button to save the transaction; otherwise, click the Cancel button.

Note: If the Automatic option is activated for Blanket SO Numbering in the AR Module Setup function, AccountMate will automatically provide a blanket sales order number in the Blanket SO # field, and both the Save and Cancel buttons are disabled.

9.When you have saved the transaction, you can choose to perform any of the following options:

oNew

Click the New button to create another blanket sales order transaction.

oPreview

Click the Preview button if you want to view the blanket sales order document before you print it.

oPrint

Click the Print button if you want to print the blanket sales order document. You may also print the blanket sales order using the Print Blanket Sales Order function.

oClose

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

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

Q. How are the quantities on blanket orders affected when you cancel open order quantities of a sales order that was generated from those orders?

A. The cancelled quantities are added back to the unreleased quantities on the blanket order from which the sales order came.

Create Blanket Sales Order

Create Blanket Sales Order

See Also