Adding a Blanket Purchase Order Release
- Follow the steps in Adding a Blanket Purchase Order Header to set up a blanket purchase order on the Purchase Orders form.
- Click Releases to open the Purchase Order Blanket Releases form.
- Select Actions > New.
-
This information is displayed based on the purchase order header
and line:
- PO number
- Vendor number and name
- Vendor PO
- PO status
- Date of creation
- PO change number
- Change order status
- Line number
- Item number and name
- Item quantity and U/M
- Vendor item
- Quote cost
- Unit cost
-
Specify this information:
- Release
- The next sequential release number is displayed. Optionally, specify a different number.
- Status
- Select the status of the release:
- Planned
- Ordered
- Filled
- Complete
- Release Quantity
- Specify the quantity of the item for this release.
-
Specify this information on the
General tab:
- Warehouse
- Select the warehouse at which the purchase order is to be received.
- Release Date
- The current date is displayed by default. Optionally, select another date as the date this line/release was added.
- Due Date
- The current date is displayed by default. Optionally, select another date as the date the release is due.
- Promise Date
- Select the date by which the line or release was promised to be received from the vendor.
- Reference
- Select the reference type:
- Inventory: The item is being purchased so that it can be placed in inventory.
- Order: The item is being purchased to satisfy a sales order requirement.
- Transfer: The item is being purchased for a transfer.
- G/L Account
- The G/L account associated with the item is displayed.
-
On the
Costs tab, specify the price
to pay for each portion of the item:
- Material
- Freight
- Duty
- Brokerage
The sum is displayed on the Item Cost field.
-
This additional information is displayed on the
Costs tab:
- Currency: The vendor's currency
- Overridden: This check box is selected if the allocated landed costs have been updated
- Extended Cost: The total cost for this release of this line
- Received: The total quantity received for the line/release
- Rejected: The total quantity rejected for the line/release
- Vouchered: The total quantity voucher for the line/release
- Last Received: The date that the line/release was last received
-
On the
Drop Ship tab, select where
you want to send shipments. The system prompts for additional information based
on the selection:
- When you select Warehouse, the system prompts for the Warehouse in which to fill the purchase order.
- When you select Drop Ship To, the system prompts for the drop ship to number associated with the desired address.
- When you select Customer, the system prompts for the associated customer number and the ship to sequence number for the desired address.
- When you select Partner, the system prompts for the associated Partner ID for the desired partner to pickup.
- When you select Hold, system does not prompt for anything as the customer picks up the item.
-
Specify this information on the
Tax Info tab:
- Taxable
- Select the tax code that identifies the tax rate that applies to this item in an item-based tax system, or the exemption code for this item in an area-based tax system.
- Tax Code 1
- Select the tax code to specify the tax due for Tax System 1 on this purchase order.
- Tax Code 2
- Select the tax code to specify the tax due for Tax System 2 on this purchase order.
- (Tax Code Description)
- A description of the tax code is displayed.
- Purch Req
- Perform one of these actions:
- To let the system assign the next available requisition number, leave the field blank.
- To use a prefix other than the default, specify a new requisition prefix.
- Specify an existing requisition.
-
If applicable, specify this information on the
EC Vat tab:
- NOTC
- Specify the nature of transaction code used in the European Community.
- Delivery Terms
- Specify the code for the terms of delivery.
- Process Indicator
- Specify the code for the process indicator, which is used in setting up the EC Sales List Report for companies in European Community (EC) countries.
- EC CODE
- Specify the European Community (EC) code.
- Origin
- Specify the code for the country where the item originated and is only required in certain European Community (EC) countries.
- Commodity
- Specify the code to be used for this particular commodity.
- Suppl Units
- Specify the multiplication factor to use when converting from the standard unit of measure to the supplementary unit of measure for this commodity.
- SSD Value
- Specify the Supplementary Statistical Declaration (SSD) Value, which is used in some European Community (EC) reports.
- Unit Weight
- Specify the weight of one unit (as defined by the U/M field) of the item.
- Consignments
- Specify the number of consignment shipments.
- Save the record.
Use the buttons on the form as described here:
- Click Lines to open the Purchase Order Lines form.
- Click PO to open the Purchase Orders form.