Purchase Order > Blanket Purchase Order > Create Blanket Purchase Order

The Blanket Purchase Order function allows you to create blanket purchase orders to lock in any special price and/or discount offered by the vendor. You can convert these blanket purchase orders into regular purchase orders by releasing the ordered quantities through the Release Blanket Purchase Order function.

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

To create blanket purchase orders, perform the following procedures:

1.Access the Blanket Purchase Order function from the Blanket Order group in the Transactions menu of the Purchase Order module.

2.Enter in the Vendor # field the number of the vendor for whom you want to create the blanket purchase order. Alternatively, you may click the Lookup button to search for the vendor record; then, click the vendor number to select.

3.When you have entered a valid vendor number, the system displays in the Information page a variety of relevant information from the vendor record. In the Information page, define the blanket purchase order’s shipping information and validity date. You can also enter remarks or comments that you want to be reflected in the purchase order document. For more details, see the Information Page section.

4.Access the Line Items page to add inventory items for the blanket purchase order as well as enter detailed information pertaining to the line items included in the blanket purchase order. You may manually enter line items or copy them from an existing blanket purchase order. For more information, refer to the Line Items Page section.

5.Access the Order From/Ship To page to specify the ordering and shipping address information for the blanket purchase order. You can also specify to use the sales order’s shipping address, if you are creating the blanket purchase order to serve a sales order. For more details, see the Order From/Ship To Page section.

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

7.Access the Notes page and review the information in this page, if necessary. For more details, see the Notes Page section.

8.When you are ready to save the blanket purchase order you are creating, click the Save button from the function toolbar to proceed; otherwise, click Cancel to clear the fields in all function screens. If you clicked Save, the Save Blanket Purchase Order confirmation window is displayed. Perform the following in this window:

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

8.1. Enter a number in the Blanket Purchase Order # field.

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

Note: If the Automatic option is selected for Blanket PO Numbering in PO Module Setup, AccountMate will automatically provide a blanket purchase order number in the Blanket Purchase Order # field based on the number entered in the Next Blanket PO # field. Both the Save and Cancel Save buttons are disabled.

9.When you have saved the transaction, you may choose to perform any of the following options in the save confirmation window:

oPreview

Click this button if you want to view the blanket purchase order before you print it.

oPrint

Click this button if you want to print the blanket purchase order document. You may also print the blanket purchase order document using the Print Blanket PO report function.

oExport

Click this button to export the blanket purchase order to a PDF file which is the default file format. This will only be available if the blanket purchase order created is for a vendor whose maintenance record has a marked Enable PO Export checkbox setting.

oNew

Click this button to create a new blanket purchase order transaction.

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

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

Q. How are the quantities on blanket purchase orders affected when you cancel open order quantities of a purchase 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 purchase order came.

Create Blanket Purchase Order

Create Blanket Purchase Order

See Also