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Creating a Blanket Order

Blanket orders are basically a type of purchase order template. Each blanket order contains lines for items purchased from a specific supplier. The blanket order includes the same information as a purchase order, such as the supplier’s delivery and payment terms and conditions. You can create as many blanket orders as necessary. Once procurement creates the blanket order using the negotiated prices, quantities, and ordering information, a buyer can place the order when needed by creating a release.

You can also create a blanket order from a contract. Please see Creating a Blanket Order From a Contract.

To Create a Blanket Order

1.	From the site’s Purchasing view, select the Purchase orders tab, and then the Purchase Orders tab. By default, this tab lists all open purchase orders for the site.

2.	Select Open Blanket Orders configuration. The tab now lists the list of open blanket orders for the site.

3.	Click New. The Purchase Order window appears, with Blanket Order selected as the purchase type.

4.	Choose the Supplier for the order.

5.	Enter a Title for the blanket order, select the Priority, and the Buyer.

6.	If the blanket order relates to a contract, select the Contract from the list. If you select a contract, you will only be able to add contracted resources to the blanket order.

7.	Select the Terms tab to enter the Deliver to warehouse, FOB point, Freight, Payment, and Shipping mode applicable to the blanket order.

Note: If the blanket order is linked to a contract, you may not be able to edit these items.

8.	Select the Distribution tab.

9.	Choose Distributed by line. Selecting the account to charge for each line separately enables you to add single lines to blanket releases. Each line contains its own charging information.

10.	Select the Comments tab to enter any comments you would like to include with the blanket release purchase order.

11.	Select the Contact Info tab. Select the Supplier contact, and the method you will use to send the blanket releases to the supplier.

12.	You can now add lines to the blanket order. For detailed instructions, please see Adding Lines to a Blanket Order.

13.	When you are finished, Save the blanket order.

14.	You can now perform the following steps, as necessary:

•	Send the blanket order for approval (see Sending Purchase Orders for Approval)

•	Mark the blanket order as active (see Changing the Status of a Blanket Order)

•	Create a blanket release (see Creating a Blanket Release)

•	Send a blanket release to the supplier (see Sending a Purchase Order to a Supplier)