Setting up the Blanket Purchase Orders Feature
To use blanket orders, you must enable the feature and set preferences.
Enabling Features
To use blanket purchase orders, you must enable both the Purchase Orders feature and the Blanket Purchase Orders feature.
After it is enabled, the Blanket Purchase Orders feature can be disabled only if all entered Blanket Purchase Orders have a Closed status.
To enable the Blanket Purchase Orders feature:
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Go to Setup > Company > Setup Tasks > Enable Features.
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On the Transactions subtab, check the Blanket Purchase Orders box.
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Verify that the Purchase Orders box is checked.
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Click Save.
After the feature is enabled, you can create blanket purchase orders and use them to order items.
Set Preferences
You can choose whether to allow expenses to be associated on blanket purchase orders.
For example, you might be contracting an associated service, such as a number of hours of consulting or maintenance on capital equipment. Then, you can specify that during the blanket purchase order period, you plan to spend a set amount on a certain account. Then, you can pre-schedule the expenditure. In this way, you can budget for the expense as a set amount per month or per week.
To set blanket purchase order preferences:
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Go to Setup > Accounting > Preferences > Accounting Preferences.
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On the Order Management subtab, check the Allow Expenses on Purchases box.
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Click Save.
After you enable this preference, the Items subtab on the Blanket Purchase Order form contains an additional Expenses subtab.
Related Topics
- Purchase Contracts
- Enabling the Purchase Contracts Feature
- Creating Purchase Contracts
- Using Purchase Contracts on Purchase Orders
- Purchase Contract Approval Workflow
- Blanket Purchase Orders
- Creating a Blanket Purchase Order
- Releasing Items on a Blanket Purchase Order
- Blanket Purchase Order Approval Workflow
- Purchase Contracts and Blanket Orders