Generate purchase orders from approved blanket orders by releasing blanket order lines. You can release a complete set of lines from a blanket order, or you can create a partial order containing only the lines that you specify.
When generating purchase orders from blanket orders, you can release both parts and services. You can release service lines of type SH (Contractor hire), SF (Fixed price), or ST (Hours from service). However, to release a service line of type SF or ST, you must create a new work order/activity or associate an existing work order/activity during the release process.
|
If you attempt to create a complete order by clicking Create complete order, Datastream 7i does not release the SF and ST service lines. Clicking Create complete order only releases part and service lines that do not require any additional user input. Therefore, when SF and ST lines exist on a blanket order, Datastream 7i releases only the part lines and service lines of type SH and displays a message indicating that some service lines on the blanket order have not been released. However, you can then associate and release SF and ST service lines on the Blanket order line association form (PDPORB). |
When you are generating an order, consider the following rules:
For each line, the total value combined with its current Released value cannot exceed the Maximum value specified for the line.
For each parts line, the Order quantity combined with current Released quantity cannot exceed the Maximum quantity specified on the line.
For each service line, the Hours requested combined with the current Released hours cannot exceed the Maximum hours specified on the line.
The total value of all lines combined with the header’s current Released value cannot exceed the Maximum value specified on the header.
If the LIMITLEV installation parameter is set to L, then the total value of any individual line cannot exceed the Purchase order limit specified for the user on the Users form (BMUSER). However, if the LIMITLEV installation parameter is set to H, then the total value of all lines cannot exceed the Purchase order limit or PO auth limit specified for the user on the Users form (BMUSER).
If Approve order is selected on the blanket order, the total value of all lines cannot exceed the PO Auth limit specified for the user on the Users form (BMUSER).
If you have entered a Start date and End date on the blanket order header, the current system date must fall within the specified date range.
Follow these steps to generate purchase orders from blanket orders.
Open the Blanket orders form (PMBORD).
Query for the blanket order from which to generate a purchase order.
Click the Record view tab. Datastream 7i displays the Record view page.
Status—Verify that the status is Approved/completed.
Choose one of the following options:
Create a purchase order header—Click Create order header to create a purchase order header based only on the blanket order header. Datastream 7i creates a purchase order and populates Last order and Order date with the purchase order number and the creation date. You can then relate part and service lines to the purchase order as necessary.
|
You can view the created purchase order header on the Purchase orders form (PMPORD). |
Create a purchase order header with which to associate specific lines from the blanket purchase order—Click Create partial order. Datastream 7i generates a purchase order header and displays the Blanket order line association form (PDPORB) enabling you to select the part and service lines you want to add to the purchase order from the lines on the blanket order. Use the Create partial order feature when a blanket purchase order contains SF or ST service lines.
Create a complete purchase order—Click Create complete order to copy all blanket order line details.
|
Only authorized users can create purchase orders from blanket orders. |