Create Blanket Purchase Order Releases

Use the Create Blanket Purchase Order Releases screen to create a release from a blanket purchase order (PO).

You must already have established the blanket PO on the Manage Purchase Orders screen.

Note: 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, Costpoint displays a warning, and the purchase order release is saved with a status of Pending for both the PO line and PO header.

This screen has the following tabs:

• Details: Use this tab to view buyer, vendor, and change order information for the blanket purchase order and release.
• Restrictions: Use this tab to view the blanket purchase order restrictions and totals.
• Security Requirements: Use this tab to enter the security requirements of any resources that are used for the purchase order.

When you open the screen, a search criteria screen displays for you to select a blanket PO.