Costpoint Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Create a Blanket Order

Use the Manage Purchase Orders screen to create a blanket order.

To create a blanket order:

  1. From the Type drop-down list in the Manage Purchase Orders screen, select Blanket Order.
  2. Authorization for this procedure occurs on the Manage Buyers screen. In the PO Entry Authorization group box on this screen, select the Blanket Order check box.
  3. Value of purchase order and PO lines cannot exceed maximum limits as determined on the Manage Buyers screen.
  4. Option One: On the Create Blanket Purchase Order Releases screen, use the Search Criteria or click to load the blanket order for which a release order is to be created.
    1. Use the Manage Buyers screen to authorize people to enter release orders. Select the Release Order check box in the PO Entry Authorization group box.
    2. The values of purchase orders and PO lines cannot exceed maximum authorization limits set on the Manage Buyers screen.
    3. A release order is created for all lines with a copy flag of Y. Release quantity or release amount (depending on the type of line) must be greater than zero.
    4. Validations may occur depending on the check boxes in the Blanket PO Restrictions group box in the Blanket Info tab of the Manage Purchase Orders screen for the blanket order.
    5. To maintain the release order, use the Manage Purchase Orders screen. Use or to load the release order you wish to maintain.
  5. Option Two: You can also create blanket release orders on the Manage Purchase Orders screen. Click to load the blanket order, and click the Create Release button to generate your next release. Maintain the release information on the same screen.

Validations may occur depending on the values in the Blanket PO Restrictions group box in the Blanket Info tab of the Manage Purchase Orders screen for the blanket order.

You cannot add new lines to the release order when the Restrict Release Items to Items on Blanket drop-down list is Yes in the Blanket Info tab.