Adding Lines to a Blanket Order

You can also add releases to the blanket lines. By adding releases to individual lines, you determine the ship dates of the items. A blanket order can have multiple lines, or items. A blanket line can have multiple releases, or ship dates.

To add a new blanket order, define the header of the order. On the Customer Orders form, select Blanket in the Type field. After you add the header, click the Lines button to view the Customer Order Blanket Lines form.

When you add a line/release with a Planned status, the system does not perform any customer credit checks or update customer balances. However, when you change the line/release status from Planned to Ordered, the system performs a credit check, and updates the customer balance to reflect the domestic currency on the line/release being changed. As a result, the system does not increase customer balances for future shipments.

The Actions menu includes options to display several types of self-explanatory lists, in addition to these options:

• Use List Configuration to list selections made with the Features and Options configurator of SyteLine.
• Use List Configuration Values to display the configuration date, status, and model name, along with components and attributes for the configuration. This option is used with Infor CPQ Configurator.
• Use the Post Configuration Status utility to process those post configuration records with a status of not completed.
• Use Remove Config Hold to indicate that the configuration for an order line is no longer on hold. This option is enabled only when the Config Hold check box is selected for the order line.

The Features tab appears on the Customer Order Lines, Customer Order Blanket Lines, and Estimate Lines forms. This tab is disabled if the item on the order or estimate does not require the configuration string.