CREATE BLANKET RELEASES

Use this screen to create a Release for a Blanket Purchase Order. You must have already established the Blanket Purchase Order in the Enter POs screen, where new lines can be maintained.

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," you will receive a warning, and the purchase order release is saved with a status of "Pending" for both the PO line and PO header.

PO Blanket Info

Select, using Find or Query, the Blanket Purchase Order from which the release will be created.

Blanket, Change Order, Last Release, Trans Currency, Buyer, Vendor

These non-editable fields display the Blanket ID, Change Order number, Last Release number, Trans Currency, Buyer ID and Name, and Vendor ID, Name, and Location for the Blanket Purchase Order selected.

PO Release Info

Use the fields in this group box to enter information regarding this purchase order release.

New Release No

The system will automatically assign the next number to this release, but it can be changed. To manually assign a new release number, enter a number containing up to three numeric characters (highest number allowed is 999). This release number must be greater than the last release number.

Buyer

The buyer assigned to the blanket order will default here but can be changed. To assign another buyer to this release, enter or use Lookup to select one to be associated with this Purchase Order Release.

Copy All Blanket Lines

Select this checkbox to have all of the line items from this blanket order copied to this release. If you do not select this checkbox, the blanket order lines will not be copied, but the user will have the ability to copy one or several specific lines from the Blanket Purchase Order for this new release.

Table Window

Line

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

Copy

If you have selected the Copy All Blanket Lines checkbox, this field will display the value "Y" (Yes); otherwise, the default value "N" (No) will display. You can change this value to "Y" to allow this line item to be copied to the release.

Item

This field defaults from the PO blanket line and can be changed if the Restrict Release Items to Items on Blanket checkbox in the Header Information subtask of the Enter POs screen is not selected.

Rev, Description

The item revision and description associated with this item will display here.

Line Type, Misc Type, Status, U/M

These fields display information from the Enter POs screen.

Unreleased Blkt Qty

This non-editable 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 and can be changed if you have not selected the Do Not Exceed Blanket Gross Unit Cost on Rel Line checkbox in the Header Information subtask of the Enter POs screen.

Volume Discount

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

Unreleased Amt

This non-editable 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 will display here and can be changed, if necessary.

Orig Due Date

The original due date from the blanket PO will display here. If the due date has been changed, this date will change to match the new date.

Desired Date

The desired date from the blanket PO will display here. If the due date has been changed, this date will change to match the new date.

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

These fields display information from the blanket PO and can be changed, if necessary.

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 Unreleased Amt

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

Func Currency Release Amt

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

Blanket Info

Select this pushbutton to open a subtask where you can review the blanket purchase order header information and change the period of performance dates, if necessary.

Exchange Rate

Select this pushbutton to open a subtask where you can review blanket POs that have been entered in a currency that is different from your company's functional currency.