Purchase Order > Blanket Purchase Order > Release Blanket Purchase Order

The Information page automatically opens when you access the Release Blanket PO function. There are several read-only fields in this page that display information such as vendor address and vendor balances.

Perform the following procedures in the Information tab, if necessary:

1.You may click the Expander () 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.

2.Review the values in the read-only fields. Accept, amend or enter values in the editable 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. This read-only field default value comes from the blanket purchase order.

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. This read-only field's default value is from the blanket purchase order.

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#

This read-only field refers to the sales order number, if the blanket purchase order you are creating is to fill a customer’s sales order.

oConfirmed with

This read-only field refers to the name of person from the vendor’s company with whom you can confirm the blanket purchase order.

oShort Remark

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

oValid Until

This read-only field refers to the validity date 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 in the Blanket Purchase Order.

oOrder Date

This refers to the date the blanket purchase order was created. Accept or amend the date on this field, as necessary.

Note: The order date should fall on or before the date displayed in the Valid Until field; otherwise, the system would not allow you to release the blanket purchase order.

oRequest Date

Accept or amend the default which is the system date. This typically refers to the date when items from a blanket purchase order is released.

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.

3.Accept or amend, or enter purchase order remarks in the blank area at the bottom part of the Information page. Alternatively, you may enter a remark code in the PO Remark # field or click the List box button to select from existing remark codes. Any changes you make in this area will only affect the purchase order created after the release of the blanket purchase order.

Information

Information

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