13 Work with Blanket Orders

This chapter contains these topics:

13.1 Working with Blanket Orders (ECS)

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 release orders, and the remaining quantity.

13.1.1 What You Should Know About

Topic Description
Controlling inventory commitment You can set the commitment control processing option for 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.

See Locating Item Information and Locating Quantity Information in the JD Edwards World Inventory Management Guide for information about committing inventory.

See Chapter 3, "Work with Interactive Sales Orders" for information about the inventory commitment processing option.

13.2 Creating a Blanket Order (ECS)

Navigation

From ECS Sales Order Management (G4910), choose ECS Sales Order Processing

From ECS Sales Order Processing (G491011), 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.

To create a blanket order

On Blanket Orders

Figure 13-1 Blanket Orders screen

Description of Figure 13-1 follows
Description of "Figure 13-1 Blanket Orders screen"

Complete the following fields:

  • Branch/Plant

  • Ship To

  • Quantity

  • Item

See Also:

13.3 Creating a Sales Order from a Blanket Order (ECS)

On the agreed-upon date, you can enter a sales order directly to deduct the partial quantity from the blanket order. The system maintains the remaining balance on the blanket order for future orders.

You can create a sales order from a blanket order in the following ways:

  • Enter a sales order from a blanket order

  • Release a blanket order

When you enter a sales order, the system automatically deducts the quantity from the blanket order. When you release a blanket order, you manually deduct the quantity from the blanket order.

13.3.1 Before You Begin

  • Verify that a blanket order has been created for the customer and item

13.3.2 What You Should Know About

Topic Description
If order quantity exceeds blanket quantity If your order quantity exceeds the quantity 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 prices the two order lines accordingly.

13.4 Entering a Sales Order from a Blanket Order (ECS)

Navigation

From ECS Sales Order Management (G4910), choose ECS Sales Order Processing

From ECS Sales Order Processing (G491011), choose Enter Orders (Page Mode)

When the agreed-upon time arrives to deliver a quantity of the items specified on the blanket order, you create a sales order to deduct the quantity from the blanket order. The system maintains the balance remaining on the blanket order for future orders.

You enter a sales order to deduct a quantity from a blanket order:

  • If you create blanket orders as one of your tasks during basic sales order entry

  • If your customer wants to add items to the sales order in addition to those listed on the blanket order

13.4.1 Before You Begin

  • Verify that the processing options for the Sales Order Entry program are set for automatic blanket order processing

To enter a sales order from a blanket order

On Sales Order Entry

  1. Complete the following fields:

    • Branch/Plant

    • Sold To

    • Ship To

    • Quantity

    • Item

    The system displays the Blanket Release with the quantity that you entered. The Open Quantity field shows the amount of product remaining on the blanket order.

    Figure 13-2 Blanket Release screen

    Description of Figure 13-2 follows
    Description of "Figure 13-2 Blanket Release screen"

  2. On Blanket Release, accept or change the following field:

    • Quantity

    The system closes the Blanket Release.

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

13.4.2 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. The Quantity fields do not contain values because the system doesn't know which blanket order to use. Type the quantity next to the appropriate blanket order.
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.
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.

See Also:

13.5 Releasing a Blanket Order (ECS)

Navigation

From ECS Sales Order Management (G4910), choose Additional Order Processes

From Additional Order Processes (G491012), choose Release Blanket Orders

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

To release a blanket order

On Release Blanket Orders

Figure 13-3 Release Blanket Orders screen

Description of Figure 13-3 follows
Description of "Figure 13-3 Release Blanket Orders screen"

  1. Complete one of the following fields:

    • Order Number

    • Sold To

    • Item Number

  2. Choose the blanket order against which you want to draw.

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

    • Quantity

  4. Choose the Release Item option to release the item and create a sales order.

13.5.1 What You Should Know About

Topic Description
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 do 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 JD Edwards World Technical Tools Guide for more information.
UDC 40/BT This UDC table updates the system regarding commitment values for blanket orders. Typically, availability is not checked for these orders but they do show in the Other quantity 1 & 2 buckets in detailed availability. If the order type is populated, the system updates the commitments when the blanket is released.

See Also: