Add a Blanket Purchase Order

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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 review and manage all Blanket PO's for all accounts.

Permissions

The following permissions are necessary to create and edit blanket purchase orders for an account:

Add a Blanket Purchase Order

In the Add Blanket Purchase Order popup editor, only the PO Number is a required field. Complete all additional fields based on the signed contractual agreement for the PO.

Add to an Account

Assign to a Work Order

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Blanket Purchase Order Management