Deltek Vantagepoint Help

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

Use a release order to purchase items under a blanket purchase order or to change a blanket purchase order.

One of the following rules controls the limit on the amount of the blanket order:
  • The collected total amount of all items in all releases for this blanket order is controlled by the Not to Exceed amount, if you specified it on the Agreement tab when creating the blanket order, or
  • The collected net amount for each item in all releases for this blanket order is controlled by the item's Net Amount on the Line Items tab of the blanket order.

If you use multiple currencies, the currency used for the release order is the same as the currency used for the blanket order.

To create a release for a blanket purchase order:

  1. In the Navigation pane, select Purchasing > Purchase Orders.
  2. At the top of the Purchase Orders form, enter a partial or complete name or number in the Find purchase order lookup field to find and select the blanket order for which you are creating a release.
  3. On the Actions bar, click Other Actions > Release Blanket PO.
  4. In response to the confirmation prompt, click Yes.
  5. In the Description field on the General tab, enter a description of the release.
  6. Click the Line Items tab and choose one of the following actions:
    • If you entered data for line items in the Line Items grid when you created the blanket order, this grid displays a copy of the blanket order and you can now edit the data for the items as needed.
    • If you created this blanket order from one or more requisitions or requests for price quote, this grid displays data for the items that you transferred and you should review them.
    • If you did not enter data for line items when creating the blanket order, this grid is empty and you now must click + Add Line Item to add the line items.
  7. 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.