Blanket purchase orders are used for recurring purchases of a specific service or product when the total quantity or frequency of delivery cannot be confirmed at the time when the purchase orders are prepared. In this screen, all the created blanket purchase orders are displayed. From this overview, you can:
Purchase ➔ Entries ➔ Blanket purchase orders ➔ Enter
You can filter the blanket purchase orders that you want to display. To search for blanket purchase orders, you can define one or more of the following criteria and click Search. The blanket purchase orders that match the search criteria you have defined are then displayed.
Click this to search for entries based on the defined criteria.
Click this to clear the defined criteria.
Type the number of rows to be displayed for each page. If you have set the default number of rows to 10, then 10 rows will be displayed. Therefore, if you have more than 10 rows listed, you will see the Previous and Next buttons.
Click this to return to the previous page.
Click this to display the next page.
Select the warehouse to search for blanket purchase orders belonging to the warehouse. Alternatively, select All to search for blanket purchase orders belonging to any warehouse. By default, All is displayed.
Note: This box is available only if E-Warehouse management is in your license.
Type or select a range of dates to display blanket purchase orders with the selected date range. By default, the All check box is selected to display blanket purchase orders with any date.
Note: Typing or selecting only the start date will display blanket purchase orders created on or after the selected date. Typing or selecting only the end date will display blanket purchase orders created on or before the selected date.
Type or select the blanket purchase order you want to display.
Type or select the ID or name of the creditor whom you will be purchasing from to search for purchase orders with the selected creditor. You can leave this blank to search for purchase orders with any creditor.
Click Advanced to expand the search criteria. You will see Resource, Description, PO method, and Selection code.
Click Simple to hide the search criteria.
Type or select the name or person ID to display the blanket purchase orders belonging to the selected person.
Type or select a purchase order method to display the blanket purchase orders with the selected purchase order method.
Type a reference number to display the blanket purchase orders with the entered reference number.
Type or select a selection code to display the blanket purchase orders with the selected selection code. After defining the search criteria, click Search to display the blanket purchase orders.
Note: It is possible that not all the columns will be displayed. You can add or delete columns as required. For more information, see Inserting and deleting columns.
Click this to type a new note or to view the notes that are recorded for the blanket purchase order. For more information, see Creating and maintaining notes.
Note: This is enabled only if a blanket purchase order is selected.
Click this to attach a new document or to view documents that are attached to the blanket purchase order. For more information, see Overview of attached documents.
Click this to view the creditor’s transactions. For more information, see Viewing creditor card.
Click this to view the changes that have been made to the blanket purchase order.
Note: This is available only if you have selected the Logbook check box at System ➔ General ➔ Settings under Order settings in the Entry section. This button is enabled only if a blanket purchase order is selected.
Click this to delete the blanket purchase order. A message “Delete the data selected?” will be displayed. Click Yes to delete the blanket purchase order or No to return to Purchase ➔ Entries ➔ Blanket purchase orders ➔ Enter.
Click this to view and/or edit the blanket purchase order. For more information, see Creating and maintaining blanket purchase orders.
Click this to create a blanket purchase order. For more information, see Creating and maintaining blanket purchase orders.
Click this to exit.