Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
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Create a Blanket Purchase Order

Create a blanket purchase order to set up multiple purchases from one vendor that will occur over a specified amount of time, up to a specified monetary amount.

To create a blanket purchase order:

  1. In the Navigation pane, select Purchasing > Purchase Orders.
  2. On the Purchase Orders form, click + New Purchase Order > New PO.
    The Type option is set to Standard by default on the General tab.
  3. Change the Type option to Blanket.
  4. Complete the fields on the General tab.
    If you do not specify a purchase order number in the P.O. Number field, Vantagepoint assigns a number, followed by (Blanket).
  5. Enter data on the Agreement tab.
    • You must specify the start and end date of the blanket agreement.
    • If you specify line items on the Line Items tab, the value inAmount for each item is its limit. As an alternative, specify the blanket order's Not to Exceed amount.
    • Excess Receiving is not used for blanket orders, because they are agreements and not purchase orders.
  6. On the Shipping tab, select a ship-to code.
  7. Optional. Enter information on the Line Items tab.
    It is not necessary that you specify items or services, if they or their quantities are not known at this point. If you do specify items or services, Vantagepoint copies them to each release order that you make under the blanket order, reducing each item quantity by the quantity received, and uses the net amount of each of the original items or services in the blanket order as the limit for total purchases of that item under the blanket order.
  8. On the Billing tab, specify the bill-to code and the payment terms.
  9. On the Clauses tab, select any clauses to print on the top or bottom of the purchase order form.
  10. On the Default Distribution tab, specify at least one project.
  11. On the Actions bar, click Save.
Next Steps: On the Actions bar, click Submit and proceed with the approval of purchase order records:
  • If you use approval workflows for approving purchase orders, send the purchase order to an approver. (You turn on the use of approval workflows for purchase orders on the General tab in Settings > Purchasing & Inventory > Company Settings.)
  • If you do not use approval workflows for approving purchase orders, change the purchase order status from In Progress to Approved.