Blanket Purchase Orders - New Tool Available in Account Attachments (14035) [Enhancement]

Create a Blanket Purchase Order for an account to bill recurring services, manual charges and on call orders to. Blanket Purchase Orders can be limited to a specific site under the account, or be made available to all sites. After a Blanket PO has been created, the option to delete will be unavailable if any records are linked to it. Use the Blanket PO Management tool under the Accounts module to view all Blanket PO's for all accounts.



Pathway: Accounts > Search > Account Screen > Attachment Icon

Articles: Blanket Purchase Orders, Blanket PO Management, Video-Blanket Purchase orders