Creating Quotation based Blanket PO

Create Quotation based Blanket PO

This page allows you to create a BPO based on a quotation. The fields in the search criteria are provided with values and the search button is accessed. The BPO, which the user creates, is provided with a unique number, numbering series, supplier code, contract type, date of creation and the buyer code associated with it. The Search results are displayed in the multiline where all the Quotations, which match the criteria’s given in the search, are displayed. The single quotation listed in the multiline is selected and the “Create Blanket PO” push button is accessed to create a Blanket PO based on the selected quotation.

Select the “Quotation Based Blanket PO” link under the “Blanket PO” business component

The “Create Quotation Based Blanket PO” page appears.

The system displays the status of the document.

Enter the following in the “Search Criteria” group box:

From Quotation No.	Unique identification number of the Quotation generated by the supplier is entered in this field. (Alphanumeric, 18). Based upon the Quotation number entered, the Quotations from that number onwards are listed.
To Quotation No.	Unique identification number of the Quotation is entered. (Alphanumeric, 18). Based upon the Quotation number entered, the Quotations up to that specified number are listed.
Quotation Type	Use the drop-down list box to select the type of the Quotation. There are 3 different types of quotations namely Direct, RFQ Based, and Web Based. The Direct quotations are those created directly without the intervention of other external documents like RFQ. The RFQ based quotations are based on the RFQ sent by the customer. The Web based quotations are created based on the requests posted in the portal or the website. Default value of the Quotation type is set as blank.
Date From	Date of creation of the Quotation. (Date Format). Based upon the date entered in this field, the Quotations created from that date onwards are listed.
Date To	Date of creation of the Quotation. (Date Format). Based upon the date entered in this field, the Quotations created up to that date are listed.
Item Code	Code identifying a particular item requested by the customer for consumption. (Alphanumeric, 32).
Variant Code	Variant code is associated with the Item code present in the activity. (Alphanumeric, 8).
Desc.	Description stating the name/identifier of the variant associated with the item. (Alphanumeric, 80).
Supplier Code	Unique identification number of the supplier who supplies goods for the Blanket PO created by the buyer. (Alphanumeric, 16).
Name	Name of the Supplier who is associated with the Supplier code. (Alphanumeric, 60).

Click the “Search” push button to list all the corresponding values in the multiline.

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

Blanket PO No.

Unique identification number of the Blanket PO. (Alphanumeric, 18).

The System displays the following:

Amendment No.

Unique identification number of the Amendments done to the Blanket PO document. The Amendment document is created whenever any modifications are done to the existing document. This is done to a post approval document.

Enter the following:

Numbering Series	Use the drop down list box to select the numbering type for generating the Blanket PO number. Mandatory. If the Numbering series is manual, then the Blanket PO number should be “Mandatory”. If set as “Non Manual”, the system would generate the Blanket PO number based on the Create Numbering Type activity.
Supplier Code	The code identifying the supplier (Alphanumeric, 16). You can enter the supplier code in full or specify it partially using the “*” character.
	Help Facility Available

The System displays the following:

Name

Name of the Supplier who is associated with the Supplier code.

Enter the following:

Contract Type	Use the drop down list box to select the type of the contract between the customer and the vendor regarding the Blanket PO. They are “Rate”, “Quantity”, and “Value”.
	Rate – The Procurement quantity is not restricted and using the release slip any quantity of item can be procured, but the unit rate is not alterable. The release slip can also be generated from other utilization locations, for the rate contract type of Blanket PO.
	Quantity – The aggregate of the release slip quantities cannot exceed the quantity specified for the Blanket PO. The unit rate of the item can be modified if the system parameter “Can Rate be Modified for BPO Quantity Contracts” is set to “Yes”.
	Value – The aggregate of the release slip values cannot exceed the value specified for the blanket purchase order. The unit rate of the item can be modified if the system parameter “Can Rate be Modified for BPO Value Contract” is set to “Yes”.
Blanket PO Date	The Date of creation of the Blanket Purchase Order. (Date Format)
Buyer	Use the drop down list box to select the code or identification number of the buyer for easy identification at the suppliers end.

The System displays the following in the “Search Results” multiline:

Quotation No.	Unique identification number of the Quotation generated by the supplier is displayed.
Date	Date of creation of the Quotation.
Supplier Code	Code or identification number of the supplier.
Type	The type of the Quotation whether “Direct”, “RFQ Based”, or “Web Based” will be displayed.
Folder	The Folder name in which all the quotation details are present.
Buyer	Unique code/name of the buyer for easy identification in the suppliers end.
Supplier Code	Unique identification number of the supplier who supplies goods for the Blanket PO created by the buyer.
Name	Name of the Supplier who is associated with the Supplier code.
Quotation Line No.	Unique identification number of line, which represents an item. The Quotation can have single or multiple items and a line number identifies those items.
Item Code	Unique identification number of the item requested by the customer.
Variant Code	Variant code is associated with the Item code present in the activity.
Desc.	Description stating the name/identifier of the variant associated with the item.

Enter the following:

Order Qty.	The Quantity that ordered by the customer is entered in this field. (Numeric).
UOM	The Unit of measure in which the items are measured. (Alphanumeric, 15).
	Help Facility Available
Receipt At	Use the drop down list to select the name of the place where the customer receives the goods.

Click the “Create Blanket PO” push button to create a Blanket PO based on the Quotation(s) listed in the multiline.

To proceed, carry out the following

Select the “Edit Blanket PO” link at the bottom of the page to modify the details of the Blanket PO.

Select the “Attach Notes” link at the bottom of the page to attach a note, which specifies additional information about the Blanket Purchase Order.