Enter General Blanket Purchase Order Information

Explanation

A Blanket Purchase Order is a type of supplier agreement that is used for supplier agreement releases. A blanket purchase order is most often used when there is a need for someone other than a buyer to purchase something. Usually, the purchase is for expensive parts, e.g., for spare parts that are needed quickly, with the service staff making the purchase. With the use of a supplier agreement release (which uses a blanket purchase order), a released purchase order will be created immediately with no need for authorization, since this is done by entering a blanket purchase order.   

You need to enter information in both the blanket purchase order header and on the General tab. A blanket purchase order can be connected to the purchase parts with specified conditions regarding price, discount, and additional costs. Only purchase orders created in the Create Supplier Agreement Release dialog box will use blanket purchase orders.

For a supply chain relation, the ship-via code is retrieved from the supplier as specified on the Supplier/Address/Purchase Address Info tab. If the supplier agreement is generated from an agreement quotation, and a ship-via code is specified, that ship-via code will be used. The ship-via code on a supplier agreement overrides the other ship-via codes when a purchase order line is manually entered or when the purchase order originates from a purchase requisition (which does not originate from a customer order).

Prerequisites

• The supplier must have been entered.
• The responsible buyer must have been entered in Procurement Basic Data/Buyers.
• The ship-via code used in the supplier agreement must have been specified for all the supplier addresses that will be used, or else the lead time calculations will not work.
• Supply chain parameters can be defined for the supply chain relation. For external suppliers this can be done in the Supplier to Site Supply Chain Parameters window, and for internal suppliers this can be done in the Site to Site Supply Chain Parameters window.

System Effects

• A blanket purchase order header is created, and the supplier agreement can be used for entering periods, sites, and parts. The status of the supplier agreement is Planned.
• For a company using the VAT tax regime, the tax calculation basis for the supplier agreement is based on whether or not the Use Price Incl Tax check box is selected on the Supplier Agreement header.
• If the Use Gross Amounts check box is selected, the value entered in the Maximum Amount field on the Supplier Agreement/ Periods tab will be inclusive of tax. Also, the amounts inclusive of tax will be printed on the Supplier   report. 

Window

Supplier Agreement

Related Window Descriptions

Supplier Agreement
Supplier Agreement/General

Procedure

1. Open the Supplier Agreement window, and click New.
2. Enter a number for the blanket purchase order; if you do not enter a number, the system will assign one to the supplier agreement.
3. Enter the supplier for which the supplier agreement is valid, either by entering the short code or by using the List of Values.
4. Enter the responsible buyer, either by entering the short code or by using the List of Values.
5. Select Blanket Purchase Order in the Agreement Type field on the General tab.
6. Enter and change the values in all the appropriate fields in the header and on the General tab. 
7. If the value of the Maximum Amount field of the Supplier Agreement/Periods tab is to be inclusive of tax, and you want to print the amounts inclusive of tax on the Supplier Agreement Report, select the Use Gross Amounts check box.
8. Save when completed.