Blanket PO Usage for Inbound / Outbound Orders
Last Modified on 10/07/2026 11:10 am PDT
Pathway: Operations > Inbound / Outbound > Create Inbound Order | Create Outbound Order
Blanket Purchase Orders (POs) allow scale operators to associate recurring inbound and outbound transactions with a specific PO. The operator can quickly search or select a Blanket PO when creating or editing an Inbound or Outbound ticket. The selected Blanket PO is saved to the work order and can be used to control which charges are available, the rates used, and the quantity limits that apply.
The Blanket PO is used to determine which account, site, operation type, charges and rates apply. It can also track quantity limits for charges and prevent charges from being used after their limits are reached. Operators can view the service history for charges linked to a rate. The Blanket PO process applies to both Inbound and Outbound transactions.
Setup Requirements
Before using Blanket POs for tracking inbound and outbound orders, proper configuration is required.
Facility
The facility with the scale that will be processing the hauls, either inbound, outbound, or both must be enabled for such transactions.
Account
The account or site must have an active Inbound or Outbound service and an unexpired Blanket PO.
Default Charge Codes and Quantity Limits
Charge codes and quantity limits are entered on the Blanket Purchase Order. These will be used automatically if an inbound or outbound order falls under this PO number.
Blanket PO Functionality
Charge Codes
When a Blanket PO has associated Default Rate charges, eligible charges associated with that Blanket PO are defaulted.
Note:
- The Blanket PO rate is used by default.
- Charges associated with another Blanket PO are excluded.
- Unassigned Default Rate charges are not defaulted when the selected Blanket PO has its own Default Rate charges.
- Site Service charges are used only when the Blanket PO has no associated Default Rate charges.
- If all Blanket PO Default Rate charges have reached their limits, no replacement charges are defaulted.
Quantity Limits
- A positive Quantity Limit is tracked separately for each Default Rate.
- A charge remains available for new transactions as long as the quantity already used is less than the quantity limit. Once the quantity used reaches or exceeds the limit, the charge is no longer available for future transactions.
- The system checks the limit before adding the new transaction. If the quantity used is below the limit at that time, the entire transaction is allowed - even if adding it causes the total quantity to exceed the limit. For example:
- Quantity Limit: 100
- Existing quantity: 95
- New transaction quantity: 15
- New total: 110
In the above example, the transaction is allowed but the charge becomes unavailable on subsequent transactions.
Editing a Ticket
When a Blanket PO is added or changed on an existing Inbound or Outbound ticket:
- If the Blanket PO has associated Default Rate charges, existing charges are replaced with eligible charges from the selected Blanket PO.
- Charges from the previous Blanket PO are not retained.
- If the new Blanket PO has no associated Default Rate charges, existing charges remain unchanged.
- If all associated charges have reached their limits, existing charges are removed and no replacement charges are added.
- If the ticket already has material and weight information, charge quantities and amounts are recalculated.
- Editing a ticket without adding or changing its Blanket PO does not re-default or remove existing charges.
Charges Menu
Without a Blanket PO, the Charges menu includes:
- Generic Site Service charges
- Default Rate charges with no Blanket PO assignment
With a Blanket PO selected, the Charges menu includes:
- Generic Site Service charges
- Default Rate charges with no Blanket PO assignment
- Default Rate charges associated with the selected Blanket PO
Additionally:
- Charges associated with other Blanket POs are excluded.
- A Blanket PO charge is displayed using the Charge Code and Default Rate Note, such as: Styrofoam (Entered By KR)
- The Default Rate ID is not displayed.
- When a charge reaches its quantity limit, it remains visible but cannot be selected. It is displayed as:
- Styrofoam (matthew123) - Quantity limit reached
Work Order and Service History
The selected Blanket PO is saved to the resulting Work Order.
The Work Order retains:
- Blanket PO relationship
- PO Number, if entered
- Defaulted charges
- Blanket PO rates
- Default Rate relationships
- Calculated quantities and amounts
Additionally:
- Charges linked to an Account Default Rate appear as links in the Charges grid.
- Selecting the link opens Service History filtered to Work Orders using that exact Default Rate record.
- Charges using the same Charge Code through a different Default Rate are not included.
