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.