Enter Blanket Sale Order

Specify Blanket Sale Order

This page allows you to specify details of long-term sale orders involving supply, which can be phased with periodic releases, until the demand commitment made initially is fulfilled. The type of the blanket sale order can be selected. A blanket sale order has a “Value” field, which is the sum of product of the quantity and price. All releases under the BSO are setoff against this value so that at any point a user may know the unspent value of the BSO. The item and shipping details for the BSO can also be recorded using this page.

Select the "Enter Blanket Sale Order” link at the bottom of "Create Contract" page.

The "Specify Blanket Sale Order” page appears.

The system displays the following details:

Status	The status of the contract.
Contract No.	The unique number identifying the contract.
Amendment No.	The number identifying an amendment made on the BSO. Every time the BSO is amended, the system increments the amendment number made on the order.
Contract Date	The date on which the contract was created.
Contract Desc.	The description of the contract.

Enter the following details in the “BSO Details” group box:

BSO Type	Use the drop-down list box to select the type of the blanket sale order. You can select from either “Normal” or “Consignment”.
Numbering Series	Use the drop-down list box to select the prefix and suffix for the BSO number. The numbering series that are related to Contract number are retrieved from the “Numbering Class” business component.
Sales Channel	Use the drop-down list box to select the sales channel to which the customer is attached. The values are populated from “Category” business component in alphabetical order.
Currency	Use the drop-down list box to select the code identifying the currency. The system populates valid values from “Currency” business component. The system displays base currency by default on launch of the page.
Exchange Rate	The exchange rate of the currency with respect to the company's base currency (Integer). The system retrieves the exchange rate based on the base currency selected.
Pay Term Code	The code identifying the pay terms applicable to the sale order (Alphanumeric, 18) Mandatory. The system checks for the validity of the pay term code specified in the sale order from the “Pay Term” business component.
	Help facility available.
Effective Date From	The date from which the blanket sale order is valid (Date Format).
Effective Date To	The date up to which the blanket sale order is valid (Date Format).
Pricing Date	A pricing effective date for defaulting price lists (Date Format). The pricing date should be defined in the "Pricing” business component.

Enter the following fields in the “Default Information” group box:

Required Date	The date on which the customer requires the item specified in the blanket sale order at his/her location (Date Format). The system ensures that the required date is not be less than order date.
Promised Date	The promised date of delivery of items in the blanket sale order (Date Format). The system ensures that the promised date should not be less than order date.
Transportation Mode	Use the drop-down list box to select the mode of transportation for the ordered goods. The values are dynamically populated from the “Category” business component in alphabetical order.
Shipping Point	Use the drop-down list box to select the point from where the goods are shipped to the delivery area specified by the customer. The system populates all the shipping point with permitted organization units. The system displays “Login Organization Unit” by default on launch of the page.
	Press <Enter> key.
	The system loads all the valid warehouses for the default shipping organization unit from “Storage Administration” business component.
Warehouse Code	Use the drop-down list box to select the code identifying the warehouse at which the specified quantity of the item is available.
Ship To Customer Code	Use the drop-down list box to select the code of the customer to whom the item is to be shipped. The system loads the ship-to customer ID for the contract number and customer code combination.
	Press <Enter> key.
	The system loads valid values for ship-to address ID from “Customer” business component.
Ship To Address Id.	Use the drop-down list box to select a number identifying the customer address to which the items are to be shipped.

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

BSO Value	The total value of the blanket sale order. It is calculated as sum of product of rate and BSO quantity for each line, for all lines.
BSO Value Till Date	The total value of all the sale orders placed till date against the blanket sale order. The BSO value till date is equal to sum of product of quantity ordered till date and item rate, for all lines.
No. Of Sale Orders Till Date	The total number of sale orders placed till date against the blanket sale order .

Enter the following details in the multiline:

Schedule Type	Use the drop-down list box to select the type of schedule in which the goods are to be shipped. You can select from either “Single” or “Staggered”. The system displays “Single” by default on launch of the page.
Customer Item Code	A customer code identifying the item (Alphanumeric, 32). A customer item code gets mapped to an item code in the “Customer” business component. The system ensures that this field is not left blank.

Note: If system parameter is set to “Yes”, and if Customer Item Code is not NULL, then the system checks for its validity from “Customer” business component. If it is valid, then the system retrieves a valid Item Code and Variant Code, Item Variant Description mapped to it. If it is not valid, then it displays an error message. If the system parameter is set to “No”, Customer Item code should not be validated.

Item Code	The code identifying the item (Alphanumeric, 18) Mandatory. If not null, the system checks for existence and validity of the item code for the shipping point mapped to the ordering organization unit.
	Help facility available.
Variant Code	The code identifying the variant of the item (Alphanumeric, 8) Mandatory. The system checks if the item-variant combination is available at the shipping point from “Item Administration” business component. It also checks for the validity of the variant code for the item code.
	Press <Enter> key.
	The system retrieves the item variant description based on the item code and variant code entered.
UOM	The unit of measurement of the item (Alphanumeric, 15) Mandatory. The system checks for the validity of the UOM.
	Help facility available.
Rate	The sale price of the item (Integer) Mandatory.
BSO Qty.	The quantity of the item ordered in the blanket sale order (Integer) Mandatory. The system ensures that this field is not zero. If the item type is “Model” or “Kit” the quantity cannot contain decimal values.

The system displays the following details:

Qty. Ordered Till Date	The total quantity of the item released through release orders.
Total Item Price	The value for the item that is calculated as product of item rate and BSO quantity for each line item.

Enter the following fields:

Required Date

The date on which the customer requires the item in the blanket sale order at his/her location (Date Format).

Note: If this field is left blank, then the system populates the default value specified in the header to this field.

Promised Date

The promised date of delivery of items in the blanket sale order (Date Format)

Note: If this field is left blank, then the system populates the default value entered in the header into the multiline.

Ship To Customer Code	The code of the customer to whom the item is to be shipped (Alphanumeric, 18) Mandatory. The system checks if the entered value is valid for the customer code.
	Help facility available.

Note: If this field is left Null, then the system populates the value specified in the header into the multiline.

Ship To Address Id.	The number identifying the customer address to which the items are to be shipped (Alphanumeric, 6) Mandatory. The system checks for the validity of the ship-to address ID for the ship-to customer.
	Help facility available.

Note: If this field is left null, then the system populates the value specified in the header into the multiline.

Shipping Point	Use the drop-down list box to select the point from where the goods are shipped to the delivery area specified by the customer Mandatory. In addition to valid values loaded in the drop-down list box, it also adds “NULL” as one of the value.
Warehouse Code	The code identifying the shipping location warehouse at which the specified quantity of the item is available (Alphanumeric, 10) Mandatory.
	Help facility available.
Transportation Mode	Use the drop-down list box to select the mode of transportation for the ordered goods Mandatory. The values are dynamically populated from the “Category” business component. In addition to these values, the system adds “NULL” as one of the values.

Note: If this field is blank, then the system retrieves and displays the value specified in the header into the multiline.

The system displays the following field:

Item Variant Desc.

The description of the item variant.

Click the “Get Item Details” pushbutton to retrieve the details of the item code entered.
Check the box in the “Select” column of the multiline to select the contract for which the schedule details are to be specified .

Click the “Add Blanket Sale Order” pushbutton to create a new blanket sale order.

The system updates the status to “Fresh” if all mandatory fields are entered and if schedule type is "Single". If all mandatory fields are provided and if the schedule type is "Multiple", then the status is set to “Draft" if no schedule level data is available for the line item.

If Schedule level data is available, then the status is updated to "Fresh".

If all the mandatory fields are not entered, then the system sets the status to "Draft".

If on launching the screen, the status is "Fresh" or "Returned", and if any mandatory information is removed, then the system throws an error message.

For each line item on the main page, if it has a “Multiple” schedule, the system checks if the total quantity on the Main page = Sum of individual schedule line items.

For an Authorized blanket sale order, if a release slip is generated against a Blanket Sale Order, the existing data cannot be amended. Only quantity can be increased or can be decreased up to the total quantity released through a generated Release Slip.

To proceed, carry out the following

Select the “Specify Schedule” link at the bottom of the page to specify the schedule details.
Select the "Specify Checklist" link to record the check list details.