Creating Blanket Purchase Order

Create Blanket Purchase Order

This page allows you to create blanket purchase order. Blanket Orders are essentially long-term contracts or agreements with a Supplier, for the supply of certain materials. This kind of long term contracts helps the buyer as well as the Supplier - It helps the buyer in getting a consistent supply of materials with very little chances of delay by the Supplier since he is informed well in advance. For the same reason, it helps the Supplier as well in planning his resources properly.

The Blanket Purchase Orders (BPOs) can be created easily and generating release slips against them is available to support long-term planning of materials. Blanket Orders would not talk about the exact schedules of dispatch of the said items. This detail is actually communicated later when "Release Slips" are generated against the blanket orders.

Select the “Create Blanket PO” link under the “Blanket Purchase Order” business component.

The “Create BPO” page appears.

Enter the following in the “Blanket PO Details” group box:

Blanket PO No.

A unique number identifying the Blanket Purchase Order. (Alphanumeric, 18). Mandatory.

The system displays the following:

Amendment No.

A unique number identifying the amendments done to the Blanket PO. (Alphanumeric, 18).

Enter the following fields:

Numbering Series	Use the drop-down list box to specify the numbering type based on which the BPO number must be generated. This system lists the numbering types defined in the “Create Numbering Class” activity under the “Document Numbering Class” business component. All the numbering types set for the transaction type “Blanket Purchase Order” are available for selection.
Date	The Date in which the Blanket Purchase Order document was created. (Date Format). Mandatory.
Type	Use the drop-down list box to assign a user-defined status for the BPO, which can be “General”, “Capital”, “Dropship”, or “Consignment”.
Folder	Use the drop-down list box to specify the Folder in which the Blanket PO details are saved.
Contract Type	Use the drop down list box to specify the Contract Type of the Blanket PO. The various contract types are “Quantity”, “Rate” or “Value”.
	Rate - Item(s) are bought at a fixed price for a specified period.
	Value - BPO is generated for a particular allocated amount (value). The total order value of all Release slips for all items cannot exceed the specified value. This is valid for the specified period.
	Quantity - The agreement basis is the quantity of item(s) to be bought. This is also valid for the specified period.
Valid From	The Date from which the Blanket PO is valid is entered. (Date Format).
Valid To	The Date up to which the Blanket PO is valid is entered. (Date Format).
Supplier Code	The code or identification number of the supplier.
	Help Facility Available

The system displays the following:

Name

The Name of the supplier associated with the supplier code.

Enter the following:

Contact Person	The Name of the contact person is entered.
Buyer	Use the drop-down list box to select the code or identification number of the buyer.
Rate Control	Use the check box to enable the rate control over the Blanket PO.
LOI	Check, this box if the Blanket PO has to be considered as Letter Of Intent (LOI).
Remarks	Comments or notes referring to the Blanket PO.
Hold	Check the box if the document has to be put in hold for Approval.
Approval Date	The Date in which the document is being approved. (Date Format).

The system displays the following in the “Amount Details” group box:

Blanket PO Value	Sum of the total value of all the line item present in the Blanket PO.
Additional Charges	Document level TCD’s of basis Flat defined for the Document Supplier of the Blanket PO
Total Value	The sum of the Blanket PO value and the additional charges incurred for the items forms the total value. Total Value = Blanket PO value + Additional Charges.

Enter the following:

Currency	Use the drop down list box to select the currency in which the transactions are carried out with the supplier.
Exchange Rate	The Exchange Rate between the Blanket PO Currency and the base Currency (If the Blanket PO Currency is in Base Currency, Exchange Rate will always be One).

The system displays the following:

Base Currency Value

The value of the Blanket PO in base currency.

Enter the following in the “Default Entries” group box:

Receipt At	Use the drop-down list box to Specify the Receiving OU (GR OU) in which the line items will be received.
Warehouse Code	Code or identification number of the warehouse where the goods are stored for future consumption.
	Help Facility Available.
Drop Ship ID	The Unique identification number assigned for the drop ship details.
	Help Facility Available.
Budget ID	The Unique identification number assigned for the budget details of the item.
	Help Facility Available
Proposal No.	The Unique identification number assigned for the proposal details of the item.
	Help Facility Available
Accounting Unit	Use the drop down list to select the Financial Book also known as Accounting Unit. There are various Finance books mapped for an OU. You can specify a particular Financial Book for the line item.
Customer Code	Code or identification number of the customer.
	Help Facility Available.

Click the “Default” push button to default the values in the “Line Details” multiline:

Enter the following in the “Line Details” multiline:

Item Code	Code or identification number of the item, which has to be procured by raising a BPO (Alphanumeric, 32). Mandatory.
	Help Facility Available
Variant Code	Name of the variant associated with the item code. (Alphanumeric, 8).
Desc.	Description stating the nature of the item. (Alphanumeric, 150).
Quantity	The Quantity required for consumption is mentioned. (Integer).
UOM	The Unit Of Measure in which the items are measured.
	Help Facility Available
Cost	The Cost of the items associated with that particular line.
Per	The unit associated with the UOM for the specified cost.
Receipt At	Use the drop-down list box to select the name of the receiving OU where the line items will be received. . This field will be filled automatically if the “default entries” push button is accessed.
Warehouse Code	Code or identification number of the warehouse where the goods are stored for future consumption. This field will be filled automatically if the “default entries” push button is accessed.
	Help Facility Available
Accounting Unit	Use the drop-down list box to select the Finance Book also known as Accounting Unit. This field will be filled automatically if the “default entries” push button is accessed.
Customer Code	The unique code or identification number of the customer.
	Help Facility Available

The system displays the following:

Customer Name

Name associated to the Customer code

Enter the following:

Drop Ship ID	Unique identification number of the Drop ship details of the Customer code. (Alphanumeric, 16).
	Help Facility Available
Contact Person	The Name of the contact person is entered.
Ref Doc No.	Identification number of the reference document for the line item.. (Alphanumeric, 18).
Ref Doc Line No.	Line number of the Reference Document. (Numeric).
Drg Revision No	Unique identification number of the revisions done to the engineering drawing of the item. (Alphanumeric, 3).

The System displays the following:

Basic Value	The Basic value of the line items based on the Quantity, cost and Per ratio. Basic Value = (Quantity * Cost) / Per
Total Value	Basic Value of the line item and value of all line & Document level TCD’s defined for the Line item.

Enter the following:

Adhoc Item Class	Use the drop down list to select the user defined value for the adhoc item class
Rate Tolerance +Ve	The rate tolerance percentage is entered and this must be positive and less than 100.
Remarks	Comments or notes referring to the Blanket PO can be entered in this field.

Click the “Print” pushbutton in the Print Document group box to print the Blanket PO details.

To proceed, carry out the following

Select the “Item Details” link at the bottom of the page to view the item related details.

Select the ”Warehouse Details” link at the bottom of the page to view the warehouse address information.

Select the “Specify Utilization Details” link at the bottom of the page to specify utilization details for the items.

Select the “Specify Terms & Conditions Details” link at the bottom of the page to enter the terms and conditions specific to the Blanket Purchase Order.

Select the “Specify Taxes Charges & Discounts” link at the bottom of the page to enter the taxes, charges and discounts pertaining to the item.

Select the “Tax Calculation - Summary” link at the bottom of the page, to specify the Tax details.

Select the “Specify Budget Details” link to enter the budget related details.

Select the “Specify Quality Details” link to enter the Quality attributes of the items specified in the Blanket Purchase Order.

Select the “Attach Notes” link to attach a note to the Blanket Purchase Order.

Select the “Supplier Details” link to view the supplier related information.

Select the “Budget Details” link to view the budget related information related to the items.
Select the "Specify Checklist" link to record the check list required for the blanket purchase order.

Prerequisites

Definition of Item details in Item Administration by Inventory Setup
Definition of Supplier details in Supplier Component by Purchase Setup
Definition of Buyer codes In Buyer Component by Purchase Setup