Purchase Order > Blanket Purchase Order > Create Blanket Purchase Order

The Information page is displayed automatically when you access the Blanket Purchase Order function. This page allows you to 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.

Perform the following procedures in this page:

1.You may click the Expand () button in the Vendor Details area to display read-only vendor-related information such as vendor address, current and accumulated transactions with the vendor, total credit limit granted by the vendor and available credit limit as of the current date. Open orders and unpaid balances are considered in computing for the available credit limit. You may also click the underlined field label to view detailed information that comprises the balances displayed in the applicable fields.

1.Review the default values in the editable fields. Accept, amend or enter values in the following fields, if applicable:

oShip Via

Ship via codes determine the shipping method or shipping carrier that will be used to ship the inventory items. You can add a ship via code by clicking the underlined field label to access the Ship Via type option of the Miscellaneous Code Maintenance function. The default value comes from the vendor record.

oFOB

An FOB code determines the point at which title for goods shipped passes to you. You can add FOB codes by clicking the underlined field label to access the FOB type option of the Miscellaneous Code Maintenance function. The default value in this field is from the vendor record.

oBuyer

This is the name of the person placing the order with the vendor. You can add a new buyer by clicking the underlined field label to access the Buyer Type option of the Miscellaneous Code Maintenance function.

oSO#

Enter in this field the appropriate sales order number, if the blanket purchase order you are creating is to fill a customer’s sales order.

oConfirmed with

This is the name of person from the vendor’s company with whom you can confirm the order.

oShort Remark

This is a brief explanation about the order. It could be any remark that you deem necessary for the purchase order.

oValid Until

Enter in this field the date until when the blanket purchase order is to remain valid in the system and available for generation of purchase orders. You can no longer release a blanket purchase order that goes beyond its validity date. If you do not want to set an expiration date for this blanket purchase order, leave this field blank.

oCustomer PO#

This is a read-only field that shows the customer's purchase order number of the sales order entered in the SO# field.

oWarehouse

This will be the warehouse where all the items in the purchase order will be received once shipped by the vendor. You can select from multiple warehouses if you have activated the Inventory Control module; otherwise, you are limited to warehouse “Main”.

oPay Code

This is the pay code applicable to the method of payment agreed upon for the blanket purchase order. The default value comes from the vendor record. You can only enter a pay code that is set up to be used in the Purchase Order and Accounts Payable modules.

oDiscount %

This is the purchase discount rate offered to you by the vendor. This value will be reflected in the Discount field of the Line Item Detail window. The discount is applied to the pre-tax value of discountable items on the order.

oApply Tax

Mark this checkbox if the blanket purchase order you are creating is subject to sales tax. This checkbox is accessible only if no line items are entered in the Line Items tab. To change the setting for this checkbox, you must first delete all the line items in the Line Items tab or cancel this transaction and start over.

2.You may also add blanket purchase order remarks by directly typing the comments in the PO Remark area or by entering a remark number in the PO Remark # field. The system will then display the corresponding remarks defined through the System Remark Maintenance function. You may amend these remarks if necessary.

Q. I encountered the error “The Blanket PO has expired” when releasing a blanket purchase order. How do I resolve this?

A. Verify if the date entered in the Valid Until field of the Blanket Purchase Order function is not earlier than the current system date..

Information Page

Information Page

See Also