Use the fields in this tab to view the blanket purchase order restrictions and enter period of performance information.
Use this screen to view blanket purchase order restrictions and totals. You can also use this tab to enter or view period of performance information.
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.
In addition, you must have established the blanket purchase order in the Enter Purchase Orders screen (Materials\Transactions\Purchase Orders).
Use the non-editable fields in this group box to view blanket purchase order restrictions.
The restriction defaults display from the Blanket Info tab of the Enter Purchase Orders screen (Materials\Transactions\Purchase Orders). The same checkboxes are available in the Purchasing Settings screen (Administration\Configure\Materials) and allow you to establish overall defaults during initialization.
The CIS code default displays from the Other Information tab in the primary screen of the Enter Purchase Orders screen (Materials\Transactions\Purchase Orders).
Restrict Release Items to Items on Blanket
This non-editable checkbox displays a default selection based on the data in the Restrict Release Items to Items on Blanket field in the Blanket Info tab of the Enter Purchase Orders screen (Materials\Transactions\Purchase Orders).
If this checkbox is selected, items are restricted on the release to those that are on the blanket order.
If this checkbox is not selected, the release items can differ from those on the blanket order.
Restrict Release Line Totals to Blanket Line Totals
This non-editable checkbox displays a default selection based on the data in the Restrict Release Line Totals to Blanket Line Totals field in the Blanket Info tab of the Enter Purchase Orders screen (Materials\Transactions\Purchase Orders).
If this checkbox is selected, the release line total cannot exceed the blanket line totals.
If this checkbox is not selected, the release line total can exceed that of the blanket line.
Do Not Exceed Blanket Gross Unit Cost on Release Line
This non-editable checkbox displays a default selection based on the data in the Do Not Exceed Blanket Gross Unit Cost on Rel Line field in the Blanket Info tab in the primary screen of the Enter Purchase Orders screen (Materials\Transactions\Purchase Orders).
If this checkbox is selected, the release line gross unit cost total cannot exceed the blanket line totals.
If this checkbox is not selected, the release line gross unit cost can exceed the blanket gross unit cost.
This non-editable field displays the CIS (Construction Industry Scheme) code for the blanket order and defaults from the Header Information subtask of the Enter Purchase Orders screen (Materials\Transactions\Purchase Orders).
The CIS Withholding field (in the table window of the Enter Purchase Orders screen - Materials\Transactions\Purchase Orders) for this purchase order line must be selected in order for CIS Withholding to be enabled for the blanket release line.
Each CIS Code is linked to a withholding account/organization and is initialized in the CIS Codes screen.
You can optionally assign a CIS Code to a vendor during vendor setup using the CIS Info subtask of the Vendor User Flow screen (Materials\Maintain\Vendors).
You are required to select a valid vendor term during vendor setup in the Defaults tab of the Vendor User Flow screen (Materials\Maintain\Vendors).
If you have assigned a default CIS Code to the vendor, the CIS Code will display in this field as a default and can be changed, as needed.
Vendor terms are used to calculate the invoice due date when you enter vouchers.
Use the non-editable fields in this group box to view details specific to blanket amounts.
Do Not Allow Sum of Release Amts to Exceed Total Blanket Amt
This non-editable checkbox displays a default from the Do Not Allow Rel Amts to Exceed Total Blanket Amt field in the Blanket Info tab of the Enter Purchase Orders screen (Materials\Transactions\Purchase Orders) and cannot be changed.
The same checkbox is available in the Purchasing Settings screen (Administration\Configure\Materials) and is used to establish overall defaults during initialization.
If this checkbox is selected, the release amount cannot exceed the total blanket amount.
If this checkbox is not selected, the release amount can exceed the total blanket amount.
This non-editable field displays the total blanket amount which defaults from the Total field in the Blanket Info tab of the Enter Purchase Orders screen (Materials\Transactions\Purchase Orders).
This non-editable field displays the system-calculated amount that has not been released for this blanket order.
Use the fields in this group box to view or change the starting and ending dates for the period during which the blanket purchase order should be active.
This field displays the date in the Starting field in the Blanket Info tab of the Enter Purchase Orders screen (Materials\Transactions\Purchase Orders).
Enter, or use Calendar Lookup to select, a different 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. The system compares the order date against the period of performance date.
This field displays the date in the Ending date field in the Blanket Info tab of the Enter Purchase Orders screen (Materials\Transactions\Purchase Orders).
Enter, or use Calendar Lookup to select, a different ending date for the time period during which this blanket purchase order should be in effect.
The date from this field will default into the End Date field in the Table Window when you enter a new purchase order line for a purchase order that has not yet been saved.
The system displays a warning message for releases created after this date. The system compares the order date against the period of performance date.
* A red asterisk denotes a required field.
Changes to this screen update the PO_HDR (Purchase Order Header) and PO_LN (Purchase Order Line) tables.