Blanket Purchase Order Management

Pathway: Accounts > Blanket PO Management

Access the Blanket Purchase Order Management screen to review active and expired blanket purchase orders for all accounts. Blanket POs are managed at the account or site level, and any necessary edits must be made directly at the account or site. This screen also offers the option to export data to Excel.

This screen offers a summary of accounts and their associated blanket purchase orders. It does not allow for adjustments to the Amount or Start Date and End Date values directly. Any necessary edits must be done through the respective account, which can be accessed by clicking on the account or site name.

Permissions

The following permission is required to view the Blanket Purchase Order Management screen:

Fields and Filters

The following descriptions apply to the filters and fields found on the Blanket Purchase Order Management screen.

Field/Filter Name	Description
Filter Fields
Division	Option to filter what displays by Division.
Status	Filters to only display Blanket PO's by the status selected. Status options include: All Default setting upon entry Expired Row will display in red for Blanket PO's with an end date in the past. Billed Amount Exceeds PO Amount Row will display in yellow for Blanket PO's when the value in the 'Amount Billed to Date' column is higher than the value in the 'Amount' column.
Fields
PO Number	Identifies the Blanket PO.
Account ID	Identifies the account the Blanket PO belongs to. To go to the account, double click within the row.
Account Name	Identifies the account the Blanket PO belongs to. To go to the account, double click within the row.
Site ID	Identifies the site the Blanket PO belongs to. Blanket PO's can be created and assigned to specific sites.
Site Name	Identifies the name of the site the Blanket PO belongs to.
Amount	Indicates the amount of the Blanket PO.
Amount Billed To Date	Displays the total amount that has been billed against the purchase order amount.
Start Date	Displays the Start Date entered when the Blanket PO was created.
End Date	Displays the End Date entered when the Blanket PO was created.
Note	Displays Notes that were added to the Blanket PO.
Created Date	Displays the date the Blanket PO was created in the system.
Created By	Displays the name of the user who created the Blanket PO.

Add Photos, Attachments and Blanket Purchase Orders to an Account

Permission ID	Permission Name
439	Blanket Purchase Order Management

Permissions

Fields and Filters

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