To create a new Blanket Purchase Order record:
- Navigate to the Company Workspace tab, Company Logs > Blanket Purchase Orders. The Blanket Purchase Order log opens.
- From the BP log page, click Create.Complete the Upper form according to the Upper form table below. You must enter a value in all required fields before you can save the form or add line items. See Adding Line Items
Upper Form
In this field | Do this |
|---|---|
General block | |
Record Number | This is a read-only field that Unifier populates the first time you save the form. |
Title* | This is a required field - Enter a name for the record. |
Record Last Update Date | This is a read-only field that Unifier populates when you save a record. |
Creator | This is a read-only field that identifies the person that created the record. The field appears as a link to the creator's contact information. |
Creation Date | This is a read-only field that Unifier populates when you initially saved the form and it became a record. |
Status | This is a required field - Select the status of the record - Pending or Approved - neither of which is a terminal status. |
Contract Number | Enter the contract number. |
Amount | This is an auto-calculated field that shows the total amount of the line items. |
Contract Type | Select the contract type from the drop-down menu. |
Vendor* | This is a required field - Click Select and choose a Vendor from the Vendors log. You can only pick one vendor. This selection becomes the vendor reference. |
Vendor Name | This field is auto-populated with the vendor selection. It is an editable field in which you may change the vendor name. Changing the vendor name does not change the vendor reference. |
Address 1 | Enter the vendor's address. |
Address 2 | Use this field as needed. |
Address 3 | Use this field as needed. |
City | Enter the vendor's city. |
State/Province | Select the vendor's state or province. |
Zip/Postal Code | Enter the vendor's zip or postal code. |
Country | Select the vendor's country |
Primary Contact | Enter the name of the vendor contact. |
Enter the vendor contact's email. | |
Phone | Enter the vendor contact's phone number. |
Fax | Enter the vendor contact's fax number. |
Description | Enter up to 4000 characters in this text box. |
Item Logs
Line Items Tab
Provides general information about the record.
Work Releases Tab
Use to create a new record as well as view, copy, or find existing records.