Creating a blanket PO and release

Use these steps to create a Blanket Order (BL) purchase order and Blanket Release (BR).

  1. Create a purchase order in Purchase Order Entry as a Blanket Order (BL) type.
    See Creating a purchase order.
  2. Select Purchase > Entry > Blanket Release.
  3. Specify the BL PO you just created in the Blanket Purchase Order # field.
  4. Click Search.
  5. Click New to create the first release.
  6. Specify this information:
    Next Release
    For the first release, 1 defaults. You can change it if you anticipate multiple releases, and you want to create a later release.
    Order Date
    Specify the date you are placing the order with the vendor. This is the date the release will convert and place the inventory on order.
  7. Specify any ship from, shipping method, or shipping instructions, if necessary.
  8. Click Continue.
  9. The Purchase Blanket Release Entry-Details window is displayed, showing the new blanket release in Entered stage. Make any necessary changes to the information on the Header view and click Save.
  10. Click the Line Items view.
  11. Select each line item to include on the release and specify the amount to release in the Quantity to Release field.
  12. Press Tab.
    An error is displayed if you specify more than is available to allocate on any line.
  13. Repeat steps 5-12 to create additional releases of the BL.
  14. To change a line item that exists on multiple releases, on the Line Items grid, click UPDATE BY RELEASE. This allows you to edit the product's quantity on each release from the Update By Release window.
  15. Close the Purchase Blanket Release Entry-Details window.
  16. To convert the blanket releases that have reached their order date, run Purchase Entry Processing Convert POs Report or Purchase Entry RRAR Merge Process Report, selecting the Convert Purchase Orders option.
    If the Order Date on a Blanket Release (BR) is less than or equal to the current date, the BR's stage is changed to Stage 1 (Ordered). The Quantity Ordered is added to the On Order quantity in Product Warehouse Product Setup.