CREATE BLANKET PURCHASE ORDER RELEASES

Use this screen to create a release from a blanket purchase order (PO). You must already have established the blanket PO on the Manage Purchase Orders screen.

If the vendor is flagged as a payroll vendor, if its Vendor Status for PO is On Hold, or if the vendor has an Approval Code of Not Approved, the release cannot be created.

If the vendor has an Approval Code of Pending, Costpoint displays a warning, and the purchase order release is saved with a status of Pending for both the PO line and PO header.

This screen has the following tabs:

When you open the screen, a search criteria screen displays for you to select a blanket PO.

Location

Identification

Blanket PO

This field displays the Blanket PO from which the release will be created.

PO Type

This field displays the type of PO from which the release will be created.

Table Window

Line

Line numbers associated with the blanket lines display in this field and cannot be modified.

Copy

If you have selected the Copy All Blanket Lines check box, this check box is selected. You can select this check box to allow this line item to be copied to the release.

Item

This field loads the value from the PO blanket line and can be modified if the Restrict Release Items to Items on Blanket drop-down list in the Blanket Info tab of the Manage Purchase Orders screen is No.

Rev

This field displays the revision that is associated with this item.

Description

This field displays the item description.

Part Security

This field is visible only if the Use Part Data Security Controls check box is selected on the Configure Product Definition Settings screen, which indicates that the item is subject to data security restrictions, as defined in the International Traffic in Arms Regulations (ITAR) or the Export Administration Regulations (EAR).

If enabled, this field displays one of the following values to indicate whether the item you are accessing is subject to part data security restrictions and whether you have the necessary authorization to access information for that item:

If you are unauthorized to access parts or revisions that are subject to data security restrictions, then you will not be able to create or edit PO lines for that restricted part/revision. In addition, you will not be able to view Line Documents, Substitute Parts, and Manufacturer/Vendor part information for those restricted items.

The features in this release relating to Part Data Security are intended to assist your company in achieving ITAR compliance. However, it is each company’s responsibility to confirm that it is meeting its obligations with respect to ITAR or other applicable requirements. Deltek does not warrant that use of this functionality will result in compliance.

Part Security

This field is enabled only if the item on the PO line is subject to data security restrictions, as defined in the International Traffic in Arms Regulations (ITAR) or the Export Administration Regulations (EAR).

If enabled, this field displays one of the following values to indicate whether the item you are accessing is subject to part data security restrictions and whether you have the necessary authorization to access information for that item:

If you are unauthorized to access parts or revisions that are subject to data security restrictions, then you will not be able to create or edit PO lines for that restricted part/revision. In addition, you will not be able to view Line Documents, Substitute Parts, and Manufacturer/Vendor part information for those restricted items.

Line Type

This non-editable field displays the line type. The values can be:

Misc Type

Enter, or click to select, a valid miscellaneous charge type, as applicable.

This field is only accessible when the Item field is left blank and the Line Type field displays M.

You must have established the type in the Manage Line Charge Types screen.

Status

This non-editable field displays the purchase order line status. This data defaults from the Status field in the Header tab of the Manage Purchase Orders screen.

This field can display any of the following system-defined options:

U/M

These fields display information from the Manage Purchase Orders screen.

Unreleased Blkt Qty

This field displays the blanket quantity that has not been released and is system-calculated.

Release Qty

Enter the quantity to be released for this item.

Gross Unit Cost

This field displays information from the PO blanket line which you can modify if you select No in the Do Not Exceed Blanket Gross Unit Cost on Rel Line drop-down list in the Blanket Info tab of the Manage Purchase Orders screen.

Volume Discount

This field displays information from the PO blanket line which you can modify. Changing this value will cause the Net Unit Cost field to be recalculated.

Net Unit Cost

This field displays information from the PO blanket line and can be modified. Changing this value will cause the Volume Discount field to be recalculated.

Unreleased Amt

This field displays the blanket amount that has not been released and is system-calculated.

Release Amt

If this is an amount-only blanket line, enter the amount of this release.

Due Date

The due date from the blanket PO displays here which you can modify. Enter, or click to select, a due date.

Original Due Date

The original due date from the blanket PO displays here which you can modify. Enter, or click to select, a date.

Desired Date

The desired date from the blanket PO displays here. Enter, or click to select, a different date.

Delivery Schedule Exists

If selected, this check box indicates that there are multiple delivery schedules that exist for the PO line. This check box is cleared and disabled for new lines.

Start Date, End Date, Inv Abbrev, Warehouse, Manufacturer, BOM Configuration, Ship ID, Deliver To, Requisition Number

These fields display information from the blanket PO and can be modified.

Func Currency Gross Unit Cost

This field displays the gross unit cost from the blanket PO. It is displayed in your company's functional currency.

Func Currency Net Unit Cost

This field displays the net unit cost from the blanket PO. It is displayed in your company's functional currency.

Func Currency Release Amt

The amount of this blanket PO that has been released displays in this field in your company's functional currency.

Func Currency Unreleased Amt

The amount of this blanket PO that has not yet been released displays in this field in your company's functional currency.

Resource Exists

This check box indicates whether or not there is at least one row in the Resources subtask for the corresponding PO line. This check box is selected if one or more resources exist in the subtask.  This check box is cleared if no resource exists in the subtask.

US Citizenship Required

Select this check box to indicate whether the resource requires US citizenship.

ITAR Authorization Required

Select this check box to indicate whether the resource must be authorized for International Traffic in Arms Regulations (ITAR) restricted items.

Security Clearance System ID

Enter, or click  to select, the security clearance required for the resources associated with this purchase order.

Description

This displays the description of the security clearance that the resource associated with the purchase order needs to have.

Security Clearance Level

This displays the level of security clearance that the resource associated with the purchase order needs to have. This field indicates whether the level is Top Secret and Secret.

Issuing Agency

Enter the name of the agency that issued the security clearance.

SCI

This check box indicates the security clearance that the resource associated with the PO has been cleared for Sensitive Compartmented Information (SCI). This is cleared if the security clearance selected has no SCI selected.

SAP

This check box indicates the security clearance that the resource associated with the PO has been cleared for Special Access Program (SAP). This is cleared if the security clearance selected has no SAP selected.

Business Size

This field displays the business size. Valid options are:

This field defaults from the Default Size group box option assigned for this vendor in the vendor classification on the Manage Vendors screen. This field is modifiable.

Woman-Owned

This check box indicates that the vendor met this classification when the PO line was created.

HUBZone

This check box indicates that the vendor met this classification when the PO line was created. HUBZone is a United States Small Business Administration (SBA) program for small companies that operate and employ people in Historically Underutilized Business Zones (HUBZones).

Veteran-Owned

This check box indicates that the vendor met this classification when the PO line was created.

Service-Disabled Veteran-Owned

This check box indicates that the vendor met this classification when the PO line was created.

Disadvantaged (Include Minority-Owned)

This check box indicates that the vendor met this classification when the PO line was created.

Historical Black Colleges and Universities/Minority-Owned

This check box indicates that the vendor met this classification when the PO line was created.

Alaskan Native Corporations (ANC) and Indian Tribes

This check box indicates that the vendor met this classification when the PO line was created.

8(a) Certified

This check box indicates that the vendor met this classification when the PO line was created.

AbilityOne Non-Profit Agency

This check box indicates that the vendor met this classification when the PO line was created.

Action

From the drop-down list, select the action you want to take. For a new release where the line is not yet ready for the supplier, the Action field defaults to blank. The buyer can later change this to Pending Supplier Acknowledgment when it is ready. If the buyer leaves the Action field blank, this can be changed on the Manage Purchase Orders or on the Expedite Purchase Orders screen.

Notes

Enter any free-form text to communicate to the supplier.

Subtasks

Subtask

Description

Header Text

Click this link to open the Header Text subtask to specify standard text codes for the purchase order.

Header SOW

Click this link to open the Header SOW subtask to view the relevant statement of work (SOW) for the purchase order (PO).

Exchange Rates

Click this link to open the Exchange Rates subtask to view exchange rate information.

Header Documents

Click this link to open the Header Documents subtask to assign documents to the purchase order header.

Link SCI/SAP Security Codes

Click this link to open the Link SCI/SAP Security Codes to view the code and description of the sensitive compartmented information (SCI) and special access program (SAP).

Line Text

Click this link to open the Line Text subtask to establish standard text codes to the PO line.

Line SOW

Click this link to open the Line SOW subtask to

Resources

Click this link to open the Resources subtask to

Line Documents

 

Click this link to open the Line Documents subtask to assign documents to the purchase order line.

Link SCI/SAP Security Codes

Click this link to open the Link SCI/SAP Security Codes to view the code and description of the sensitive compartmented information (SCI) and special access program (SAP).

Delivery Schedule

Click this link to open the Delivery Schedule subtask to split the PO quantities to multiple due dates.