How_do_I_enter_a_blanket_purchase_order_

How do I enter a blanket purchase order?

There are two types of purchase orders in this application: regular purchase orders and blanket purchase orders. A regular purchase order is a document that lists item type, quantity, and price for products, services, or both products and services. A blanket purchase order authorizes a vendor to provide goods and services to a customer on an ongoing basis. The blanket purchase order specifies the type of goods and services provided, unit price, and terms of payment.

Entering a blanket PO

1. Open Connect Accounts Payable > Purchases and Requisitions > Enter Purchase Orders.

The current date is the default input date. The current GL period is the default GL period. The next available PO number is assigned to the PO. The current date is the default PO date.

 

2. Use the PO Type menu to select Blanket.

PO type is Blanket PO

3. Enter a Vendor.

Click the Vendor menu to view additional information, add a new vendor, modify an existing vendor, or search.

4. Enter a Remit To.

Click the Remit To menu to view additional information, add a new remittance address, modify an existing remittance address, or search.

5. Set up the section titled Requisitions.

Set up this section to create a purchase order for an existing requisition. Using this option will copy the requisition detail to the purchase order detail.

6. Enter a Department.

Assign the purchase order to a department.

7. Enter the purchase order details.

If the purchase order items have been transferred from a requisition, then a quick review may be all that is needed. However, if you're creating a new purchase order that is not based on an existing requisition, you'll need to add the purchase order items.

Click the Details tab > Detail tab to add items to the purchase order.

Specify the type of goods and services, unit price, and terms of payment that will be provided by the vendor.

Purchase order details

If the purchase order is assigned to an approval process, click the Approvals tab to view the approval process information.

Purchase order approvals

8. Click Save (CTRL+S).

The blanket purchase order is saved.

 

 

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