Purpose
Depending on your business model, you may want to use a Blanket Purchase Order and create an umbrella agreement with a vendor who will provide services across multiple projects. You can have one vendor per Blanket Purchase Order. The Blanket Purchase Order is released on a per-project-period basis; work authorizations are billed against a set maximum cost amount.
Business process characteristics
The Blanket Purchase Order is a non-workflow, company-level, cost-type business process. Each Blanket Purchase Order refers to one Vendor. You can create more than one Blanket Purchase Order for your company. The item logs section of the Blanket Purchase Orders (BPO) record displays a query tab, Work Releases. An individual help file is available for this business process.
Groups associated with this business process
Members of the Company Administrators group can create and edit this business process.
Statuses
Pending or Approved, neither of which are terminal statuses.
Additional Information
- You can add and remove attachments to this business process. You can add, remove, or copy line items, as well as add attachments to line items.
- Enabled for integration.
- Enabled for publish path.
Files attached to business process forms or to line items will be automatically published to pre-defined folders in Unifier's Document Manager. Attachments in company-level business processes will be published to specified folders in Company Documents and those in project-level business processes will be published to folders in a project's Documents log.
Benefits
In Unifier, files that are attached to a business process form or to its line items from your computer or local system are uploaded, by default, to the Unpublished Documents folder in Document Manager when sent to the next workflow step or by clicking Submit in non-workflow business processes. It requires administrators to publish them from there to the Documents folder. By establishing a publish path, file attachments are directly published to pre-designated folders in the Document Manager for team members to view, comment and collaborate.
Location
To view the published file attachments of a project-level business process record: In a project's Navigator, click Document Manager and select Documents. In the Folder panel, locate the pre-defined folder with the same name and view the published documents.
To view the published file attachments of a company-level business process record: In the Company Workspace Navigator, click Document Manager and select Company Documents. In the Folder panel, locate the pre-defined folder with the same name and view the published documents.