Create blanket order headers to specify detailed information that is used for each release of a blanket order.
Enter the start and end date for the blanket order and/or the maximum value to specify the length of time that the blanket order is valid and the value limits for the blanket order. Enter additional details to indicate the originator of the order and the store for which the order is being released as necessary.
Before approving a blanket order, you can update the Blanket Details for the order as necessary. However, once a blanket order is approved, you can only update the Release Details for each release of the blanket order.
When you are satisfied with the blanket order, approve the blanket order by changing the Status to A (Approved). You must then be authorized to release the blanket order.
Follow these steps to create blanket order headers.
Open the Blanket orders form (PMBORD).
Click the Record view tab. Datastream 7i displays the Record view page.
Blanket order—Enter a description of the blanket order in the adjacent field. Datastream 7i assigns an order number after you save the record.
Organization—Click to select the organization to which the blanket order belongs if you use multi-organization security.
Status—Select the status of the blanket order as necessary. Datastream 7i automatically assigns Unfinished or equivalent user status when creating the blanket order number.
Approve order—Select to indicate that generated purchase orders are to be created with Approved status when you create a complete order by clicking Create complete order.
Class—Click to select the class of the blanket order. The classes shown belong to the BORD entity.
Maximum value—Enter the maximum value for the blanket order. This value cannot be less than the value of any blanket order line.
Datastream 7i displays the total monetary amount released against the blanket order to date in Released value. You cannot update this field.
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If you update the Maximum value for the header, the Unit price or Maximum value for any line cannot exceed the Maximum value on the header. |
Start date and End date—Enter the dates between which purchase orders can be generated from the blanket purchase order.
Datastream 7i displays the number of purchase orders released from this blanket purchase order in Number released. You cannot update this field.
For store—Click select the default storeroom for the blanket order. You should only select a storeroom here if the blanket purchase order will always be released for the selected store. If you do not wish to designate a default store for the blanket order, do not enter a value for this field. Instead, specify your storeroom in the Release Details section each time the blanket purchase order is released.
Supplier—Click to select the supplier from whom to order the parts or services.
Buyer—Click to select the buyer responsible for the blanket purchase order.
Originator—Click to select the employee requesting the current release of the blanket purchase order. Datastream 7i requires that you enter this value each time the blanket purchase order is released.
For store—Click to select the storeroom for the current release of the blanket purchase order. The value specified for For store in the Release Details is only applicable to the current blanket order release. Datastream 7i does not save this value after the current blanket order is released. If you have already specified a default storeroom in the Blanket Details section of the form, Datastream 7i automatically populates this field with the default storeroom, and you cannot modify the value.
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Double-click in Released value to view price, currency, and exchange rate information. If the installation parameter POCURR is set to NO, Datastream 7i creates blanket order lines with the same currency of the purchase order header. |
Choose File | Save from the menu bar. Datastream 7i saves the information to the database.