Adding a Blanket Purchase Order Line/Release

  1. After you have completed your blanket purchase order header, click the Lines button. If you have selected Blanket in the Type field on the Purchase Orders form, clicking the Lines button takes you to the Purchase Order Blanket Lines form.
  2. To enter a line, on the Purchase Order Blanket Lines form, select Actions > New. Enter data in these fields:
    • Status: Enter the line status or accept the default of Planned. The options are:
      • Planned: The order is in the planning stage and a firm order has not been made.
      • Ordered: The order is ready to begin processing.
    • Item: Select an item to include on the purchase order. You may select a non-inventory item that has already been defined, or enter a new number to create a non-inventory item dynamically.
    • Vend Item: Enter or select the number that the vendor uses to identify the item.
    • Qty: Enter the blanket quantity. This is the total quantity of the above item for this PO.
    • U/M: Select the unit of measure.
    Note:  Unit cost can include landed cost (freight, duty, and so on). Determine whether the vendor already includes landed cost in the item's price. If so, don't include landed cost in your unit cost.
  3. Select the General tab. Enter data into these fields:
    • Effective Date: Enter the earliest date on which releases are due or accept the default of the current system date.
    • Expiration Date: Enter the latest date on which a release is due to be received.
    • Acct: Enter an account number to be used as the debit account for posting as items are received. The account number defaults to the Purchases account in the Vendor Master. If no Purchases account exists, then the system defaults to A/P Parameters.
      Note:  This field is only active for items that are not in Items.
    • Material: Enter the price for the material.
  4. Save the record.
  5. To enter a release, click the Releases button. You are taken to the Purchase Order Blanket Releases form.
  6. On the Purchase Order Blanket Releases form, select Actions > New.
  7. Enter data in these fields:
    • Rel: Enter the next available release number or accept the default provided.
    • Status: Enter the release status or accept the default of Planned. The options are:
      • Planned: Use this status when the order is in the planning stage and a firm order has not been made.
      • Ordered: Use this status when the commitment to the order has been firmed and it should begin to be processed.
    • Released Quantity: Enter the quantity released.
  8. Select a Reference type. Valid entries are:
    • Inventory
    • Order
    • Job
    • Transfer
    • Project
Note:  Purchase orders can be automatically cross-referenced only from Items, Customer Orders, Shop Floor Jobs, and Warehouse & Site Transfers. From other areas of the system, the references must be entered manually on both sides of the cross-reference.
Related topics
Purchasing Overview
Purchasing Steps
Adding a Blanket Purchase Order Header