Use this tab to enter and view data applicable to blanket purchase orders, including the period of performance, blanket amounts, and preferences relative to blanket PO restrictions.
Use this tab to add or modify data relative to the period of performance, blanket amounts, and preferences relative to blanket PO restrictions on blanket purchase orders.
You must initialize the Employee User Flow (People\Maintain\Employee), Buyers (Materials\Configure\Purchasing), Project User Flow (Projects\Maintain\Project), Accounts (Accounting\Maintain\Accounts), Organization Elements (Accounting\Maintain\Organizations), Vendor User Flow (Materials\Maintain\Vendors), and the G/L Settings screens before you add records in this tab.
Use the fields in this group box to set the starting and ending dates for the period during which the blanket purchase order should be active.
Enter, or use Calendar Lookup to select, the period of performance starting date. You must enter the date in the MM/DD/YYYY format.
This date represents the beginning date for the time period during which this blanket purchase order should be in effect.
The system displays a warning message for releases created before this date.
There is no automatic default for this field. The Calendar Lookup will default to today's (system) date, which can be changed as necessary.
Enter, or use Calendar Lookup to select, the ending date for the time period during which this blanket purchase order should be in effect. You must enter the date in the MM/DD/YYYY format.
The system displays a warning message for releases created after this date.
Use the fields in this group box to set a restriction on the blanket purchase order amount and to view the remaining blanket amount available.
Enter the total blanket order amount.
Enter the maximum total blanket amount permissible, including all line items, miscellaneous charges, and sales tax.
This non-editable field displays the maximum blanket amount permissible less the cumulative amount of all releases issued to date.
Use the checkbox selections in this group box to set restrictions on purchase order items, purchase order line totals, and unit cost.
The same checkboxes are available in the Purchasing Settings screen (Administration\Configure\Materials), and the selections made there automatically default into these fields, where they can be changed, if necessary.
Restrict Release Items to Items on Blanket
Select this checkbox to restrict the items on the release to those that are on the blanket order.
This is a soft warning restriction.
If you do not select this checkbox, the release items can differ from those on the blanket order.
Restrict Release Line Totals to Blanket Line Totals
Select this checkbox to prevent the release line total from exceeding the blanket line totals.
This is a soft warning restriction.
If you do not select this checkbox, the release line total can exceed that of the blanket line.
Do Not Exceed Blanket Gross Unit Cost on Rel Line
Select this checkbox to prevent the release line gross unit cost from exceeding that of the blanket.
This is a hard edit restriction.
If you do not select this checkbox, the release line gross unit cost can exceed the blanket gross unit cost.
Do Not Allow Rel Amts to Exceed Total Blanket Amt
Select this checkbox to prevent the release amount from exceeding the total blanket amount.
This is a hard edit restriction.
If you do not select this checkbox, the release amount can exceed the total blanket amount.
Changes to this screen update the PO_HDR (PO Header) and PO_LN (PO Line) tables.