16 Work with Blanket Orders

This chapter contains these topics:

• Section 16.1, "Entering a Blanket Order,"

• Section 16.2, "Creating a Sales Order from a Blanket Order,"

• Section 16.3, "Releasing a Blanket Order."

You use a blanket order when a customer agrees to purchase a quantity of an item over a specified period of time. At agreed-upon times, you create sales orders for partial quantities of the blanket order.

You can enter a sales order directly to deduct the partial quantity from the blanket order, or you can release the blanket order. You can view the original quantity ordered on the blanket order, the associated released orders, and the remaining quantities.

You can set the commitment control processing option in sales order entry so that the system does not commit inventory when you create blanket orders. If you set this processing option, the system ignores the Inventory Commitment Preference.

Before You Begin

• Verify that you have set the processing option in the Sales Order Entry - Detail program to process blanket orders and releases

See Also:

• Locating On-Hand Quantity Information in the JD Edwards World Inventory Management Guide for information about committing inventory.

16.1 Entering a Blanket Order

Navigation

From Sales Order Management (G42), choose Sales Order Processing

From Sales Order Processing (G4211), choose Blanket Orders

You use a blanket order when a customer agrees to purchase a quantity of an item over a specified period of time. You can enter the blanket order as one line with a requested date that reflects the last day of the agreement. At agreed-upon times, you create sales orders for partial quantities of the blanket order.

You can create a blanket order in the same way that you enter a sales order, except that the quantity that you enter represents the entire quantity to release during the blanket order period. In the same way, the requested date that you enter represents the last date on which the blanket order is effective.

To enter a blanket order

On Blanket Orders

Complete the following fields:

• Branch/Plant

• Document Type

• Ship To

• Quantity

• Item

See Also:

• Section 63.1, "Sales Order Entry (P4211),"

• Section 64.6, "Order Release (P420111)."

16.2 Creating a Sales Order from a Blanket Order

From Sales Order Management (G42), choose Sales Order Processing

From Sales Order Processing (G4211), choose Enter Orders (Page Mode)

You can create a sales order and have the system deduct a partial quantity from an existing blanket order and apply it to the sales order. The system maintains any remaining balance on the blanket order for future orders.

You can use this process if there are multiple orders for a customer. If there is a single blanket order, the system automatically processes the sales order that you enter against the outstanding blanket order.

You can create a blanket order in the same way that you enter a sales order, except that the quantity that you enter represents the entire quantity to release during the blanket order period. In the same way, the requested date that you enter represents the last date on which the blanket order is effective.

16.2.1 Before You Begin

• Verify that you have created a blanket order for the customer and the item

To create a sales order from a blanket order

On Enter Orders

1. Complete the following fields:

   • Branch/Plant

   • Order Number

   • Document Type

   • Sold To or Ship To

   • Requested

2. Access Sales Order Entry.

3. On Sales Order Entry, complete the following fields:

   • Quantity

   • Item

   Figure 16-1 Blanket Release screen

   
   Description of "Figure 16-1 Blanket Release screen"
   
   

4. On Blanket Release, review the following field and make necessary changes:

   • Quantity

5. Add additional line items to the sales order, if necessary.

16.2.2 What You Should Know About

Topic	Description
Creating a sales order from a blanket order	You must set up a user defined code for blanket orders in table 40/BT and set the blanket/quote processing option in Sales Order Entry - Detail program to process blanket orders and releases. If there is an outstanding blanket order for a customer, the Blanket Order Release form automatically appears when you enter the customer's address book number in the sales order entry form.
Using corresponding units of measures	To create a sales order from a blanket order, you must use the unit of measure in the original blanket order. If the units of measure in the sales order does not match the unit of measure in the blanket order, the system does not initiate blanket order release.
If order quantity exceeds blanket quantity	If your order quantity exceeds the quantity that is available on the blanket order, the system splits the sales order line and inputs the excess quantity on another line. If the blanket order price is different from the regular selling price, the system will price the two order lines accordingly.
Kits and blanket orders	If an item on the blanket order is a kit you can select it like a non-kit item. However, you will not see the components on the kit selection window (V40216) since the component quantities may not be changed at this point.

16.3 Releasing a Blanket Order

Navigation

From Sales Order Management (G42), choose Additional Order Processes

From Additional Order Processes (G4212), choose Release Blanket Orders

You can create sales orders at one time for all of your customers with blanket orders. You use the Release Blanket Orders program to manually deduct item quantity from a blanket order. The system creates a sales order for the quantity that you specify.

The Order Release program (P420111) calls the Sales Order Entry program (P4211) to create orders. Based on the version of the P4211, you designate processing options for P420111. You can control the following:

• Line Types and Status Codes

• Availability Checking

• Commitments and Sourcing

• Creation of Work Orders

• Preferences

• Additional Order Holds

To release a blanket order

On Release Blanket Orders

Figure 16-2 Release Blanket Orders screen

Description of "Figure 16-2 Release Blanket Orders screen"

1. Complete one of the following fields:

   • Order Number

   • Sold To

   • Item Number

2. Choose the blanket order from which to obtain inventory.

3. To order less than the available amount, type the amount in the following field:

   • Quantity

4. To release the order on a specific date, complete the following field:

   • Requested

5. To release the item and create the sales order, choose the release option.

16.3.1 What You Should Know About

Topic	Description
Multiple blanket orders	If you have more than one blanket order for the same customer and item, all blanket orders appear in the Blanket Release form. The Quantity fields do not contain values. You must enter the quantity next to the appropriate blanket order.
Releasing blanket orders by related addresses	You can release a blanket order by the Ship To or the Sold To address.
Kits and blanket orders	If an item that is released from the blanket order is a kit, you will not see the kit selection window since the component quantities may not be changed at this point. If the processing option is set to show the components of the kit, the quantities may be updated on the release program.
Import/Export	This program supports Import/Export Functionality. See the JD Edwards World Technical Foundation Guide for more information.
Credit Orders	The system restores customer returns to a blanket order after invoicing with a credit order from history, allowing the original blanket order to be released again.

See Also:

• Section 15.4, "Releasing a Quote Order" for a list of the processing options,

• Section 16.1, "Entering a Blanket Order."