Purchase Orders > Blanket Purchase Orders > Blanket Purchase Order Release

Blanket Purchase Order Release

You use this program to create purchase orders from multiple Blanket Purchase Order Contracts.

The program validates the contracts and displays the Release Options dialog box, for you to make specific selections to view on the Blanket Purchase Order Release listview.

The Blanket Purchase Order Release program purely validates and displays the valid contracts (Multiple), then passes the criteria to the Build Purchase Orders program, to create the actual Purchase Order.

Toolbar and menu

Field Description
Start Review

Select this to display and validate the selected data.

Depending on the selections you made, the data is displayed in release date order, with the contracts intermingled.
Change Criteria Select this to indicate a different set of criteria according to which you want to display blanket purchase orders.
Close Select this to exit the program.

Blanket Purchase Order Review Criteria

Field Description
Contract type The contract type selection defaults to Call-off single and Call-off multiple. You can also select Standing order, as schedules can exist for them.
Call-off single Select this to include call-off single contracts in the review for purchase order creation.
Call-off multiple Select this to include call-off multiple contracts in the review for purchase order creation.
Standing order Select this to include standing order contracts in the review for purchase order creation.
Release dates  
Release date selection

This defaults to the current date, but can be changed.

When carried through to the Blanket Purchase Order Release listview, all outstanding contracts prior to the current date are displayed, but with the status Exclude.

Field Description
All Select this to use all release dates for the review.
Single Select this to enter a single release date to use.
Up to release date This indicates the release date you want to use. This field is only available if you selected to use a single release date.
Contracts  
Contract selection This enables you to indicate the contract number(s) to include in the review.
Suppliers  
Supplier selection This enables you to indicate the supplier(s) for whom you want to include contracts in the review.
Options  
Maximum number of releases to review You use this field to indicate the maximum number of contract lines to display in the Blanket Purchase Order Release listview.

Blanket Purchase Order Release

The blanket purchase orders are displayed in this pane, according to the criteria you indicated, when you select the Start Review function.

You can use your mouse pointer together with the Ctrl or Shift key to highlight multiple lines in the listview.

Field Description
Release Selected Lines

Select this to create purchase orders for the selected lines (i.e. purchase orders are only created for lines which have a tick in the Selected column).

No purchase order are created for suppliers on hold.

Depending on the range selected the program moves through all lines relating to the same contract first.

Select OK to create the purchase orders for the released lines or Cancel to return to the listview.

The Creation of Purchase Orders screen is displayed and shows the Contract and Purchase Order Numbers created or updated. From this screen, you can quit out of processing the remainder of the lines.
Include  
Highlighted Lines Select this to highlight all the lines in the review for selection to create purchase orders. A tick is placed in the Selected column to indicate that the line is selected for release.
All Select this to highlight all the lines in the review for selection to create purchase orders. A tick is placed in the Selected column against all lines to indicate that they are selected for release.
Exclude No purchase order is created for excluded lines (i.e. if no tick exists in the Selected column).
Highlighted Lines Select this to remove all highlighted lines from selection. The tick in the Selected column is removed for these lines.
All Select this to remove all lines from selection. Any ticks in the Selected column are removed.
Selected A tick in this column indicates that the line is selected and will be processed when the Release Selected Lines function is selected.
Blanket p/o contract This indicates the contract number/code.
Supplier This indicates the supplier assigned to the contract. This is the supplier with whom you have entered into a contract with.
Contract type The type of contract determines how purchase orders are generated against the contract. See Contract Maintenance.
Release date This indicates the calculated release date for the purchase order. The factory calendar is used to calculate the release date (i.e.only working days are taken into account).

The No of days before due date to release P/O is used to calculate this date (Contract Maintenance).
Schedule date This indicates the scheduled delivery date for the contract (see Blanket PO Deliveries Scheduled).

Blanket Purchase Orders - Creation of Purchase Orders

This screen is displayed if you selected the Release Selected Lines function and then OK to create the purchase orders for the released lines.

Field Description
Contract This indicates the blanket purchase order contract for which the purchase order was created.
Purchase order nnn created This indicates that the purchase order was created for the selected contract, where 'nnn' indicates the actual purchase order number created.
Cancel Remaining Selections

This function, enables you to quit out of any further processing if a large selection was made.
OK

Select this to first create the purchase order, then:

  • return to the listview, if only one line was released.
  • or create the remaining purchase orders for the next and subsequent contract/line selected for releasing.

Once all purchase orders have been created the program returns to the listview.

Inserting Application Help

You would typically follow this procedure to display help for the current program in a customized pane that can be pinned to the program window.

Information includes step-by-step instructions for the various functions available within the program, including a brief overview of what the program does, what setup options are required and how to personalize the program.

  1. Open the program for which you want to insert application help into a customized pane.

    This functionality is only available for a program that has panes.

  2. Right-click any form field.

    You can also click the triangle menu icon that appears in the title area of a pane.

  3. Select Insert Application Help from the context-sensitive menu.

    The application help appears in a pane within your program. You can reposition the pane using the docking stickers or pin it to the program window.

Removing the Application Help pane

If you no longer want to display application help in a pane for your current program, you can simply remove it.

  1. Select the Close icon in the right-hand corner of the application help pane.

  2. Confirm that you want to delete the pane.