Pathway: Accounts > Blanket PO Management
Use the Blanket Purchase Order Management screen to review active and expired Blanket PO's for all accounts. This screen also includes the option to export 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.
| Permission ID | Permission Name |
| 439 | Blanket Purchase Order Management |
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:
|
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. |
Related Articles
Add Photos, Attachments and Blanket Purchase Orders to an Account