Release specific blanket order line items to a purchase order and indicate the quantities of a part and/or the number of hours requested for services that are to be added for each generated purchase order line.
The Blanket order line association form (PDPORB) enables you to create partial orders from a blanket order rather than releasing all of the lines on a blanket order, and it also enables you to associate or create work orders/activities for any SF and ST service lines on a blanket order and release them.
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You cannot relate order lines of type PD (Direct materials) from blanket order lines to a purchase order. |
When you are releasing specific lines to a purchase 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 relate specific blanket order lines to a purchase order.
Open the Blanket orders form (PMBORD).
Query for the blanket order from which to relate order lines.
Click the Record view tab. Datastream 7i displays the Record view page.
Originator—Click to select the employee requesting the blanket purchase order.
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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. |
For store—Click to select the storeroom to which to deliver the parts.
Click Create partial order. Datastream 7i displays the Blanket order line association form (PDPORB) and retrieves the part and service lines from the blanket order.
Click the Parts tab. Datastream 7i displays the Parts subpage.
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You can also select the Blanket order line association form (PDPORB) using direct selection in Address at the top of the form and then query for the purchase order for which to relate blanket order lines. However, you must have already created the purchase order header for the order for which to relate the lines on the blanket purchase order. |
Attach—Select to add the part to the purchase order. To select to add all the parts on the blanket purchase order to the purchase order, click Select all.
Status—Click to select the status of the purchase order.
Update the Quantity issued for the part as necessary.
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If Inspection is selected for the part, it indicates that the part must be inspected when it is received on-dock. If Inspection is selected for the part on the Parts form (SMPART), you cannot unselect it. However, if Inspection is not already selected for a part, you can select it as necessary. |
Click OK. Datastream 7i adds the selected parts to the purchase order.
Click the Services tab. Datastream 7i displays the Services subpage.
Attach—Select to add the service to the purchase order. To select to add all the service lines on the blanket purchase order to the purchase order, click Select all.
Update the Hours requested, Delivery address, and Units for each service line as necessary.
Work order and Activity—Enter the work order and activity as necessary. Service lines of type SF and ST must be associated with a work order/activity. You can create work orders/activities for SF and ST lines as necessary.
Choose one of the following options for Work order and Activity as necessary:
To select an existing work order and activity for a service line—Select the line for which to enter an existing work order and activity, and then click to select the Work order and Activity.
To create a work order and activity for a service line—Select the line for which to create the work order, enter the Equipment, and then click Create WO.
To create an activity for an existing work order for a service line—Select the line for which to create the activity, enter a valid Work order, and then click Create activity.
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Work order, Activity, and Equipment are disabled for service lines of type SH. |
Click OK. Datastream 7i adds the selected services to the purchase order.