Enter General Blanket Purchase Order Information
Explanation
A Blanket Purchase Order is a type of supplier agreement that is used for
supplier agreement
releases. A blanket purchase order is most often used when there is a need for someone
other than a buyer to purchase something. Usually, the purchase is for expensive parts,
e.g., for spare parts that are needed quickly, with the service staff making the purchase. With
the use of a supplier agreement release (which uses a blanket purchase order), a released purchase
order will be created immediately with no need for authorization, since this is done by
entering a blanket purchase order.
You need to enter information in both the blanket purchase order header
and on the General tab. A blanket purchase order can be connected to
the purchase parts with specified conditions regarding price, discount, and additional
costs. Only
purchase orders created in the Create Supplier Agreement Release dialog box will use
blanket purchase orders.
For a supply chain relation, the ship-via code
is retrieved from the supplier as specified on the
Supplier/Address/Purchase Address Info tab. If the supplier agreement is
generated from an agreement quotation, and a ship-via code is specified, that
ship-via code will be used. The ship-via code on a supplier agreement overrides
the other ship-via codes when a purchase order line is manually entered or when
the purchase order originates from a purchase requisition (which does not
originate from a customer order).
Use the Step Pricing Basis list to specify the type of pricing for the
agreement, whether Cumulative or Order Line. This will help align
the supplier agreement better with the customer agreement in the flow keeping
them consistent. In Cumulative pricing, the price is calculated on a
cumulative basis, considering the previous supply quantities. This is the
default value for the supplier agreement and can be changed manually. Order
Line pricing is used for prices calculated per order line quantity.
Prerequisites
- The supplier must have been entered.
- The responsible buyer must have been entered in
Procurement Basic Data/Buyers.
- The ship-via code used in the supplier agreement must have been specified for
all the supplier addresses that will be used, or else the lead time calculations will not work.
- A purchase agreement with the least Priority value will
fetch the price into purchase order if more than single Agreement exists
with the same attributes for a given period.
- Supply chain parameters can be defined for the
supply chain relation. For external suppliers this can be done in the
Supplier
to Site Supply Chain Parameters window, and for internal suppliers
this can be done in the
Site to Site Supply Chain Parameters
window.
System Effects
- A blanket purchase order header is created, and the supplier agreement can be used for entering
periods, sites, and parts. The status of the supplier agreement is Planned.
- The tax
calculation basis for the supplier agreement is based on whether or not the Use Price
Incl Tax check box is selected on the Supplier Agreement header.
- If the Use Gross Amounts check box is
selected, the value entered in the Maximum Amount field on the
Supplier
Agreement/ Periods tab will be inclusive of tax. Also, the amounts inclusive of tax will be printed on the Supplier report.
Window
Supplier Agreement
Related Window Descriptions
Supplier Agreement
Supplier Agreement/General
Procedure
- Open the Supplier Agreement window, and click New.
- Enter a number for the blanket purchase order; if you do not enter a
number, the system
will assign one to the supplier agreement.
- Enter the supplier for which the supplier agreement is valid, either by entering the short code or
by using the List of Values.
- Enter the responsible buyer, either by entering the short code or by using
the List of Values.
- Enter a priority value to give priority among equally applicable
agreements for an instance.
- Select Blanket Purchase Order in the Agreement Type field on the
General tab.
- Enter and change the values in all the appropriate fields in the header and on the
General
tab.
- If the value of the Maximum Amount field of the
Supplier
Agreement/Periods tab
is to be
inclusive of tax, and you want to print the amounts inclusive of tax on the
Supplier Agreement Report, select the Use Gross Amounts check box.
- Save when completed.