This article provides information on how to create and manage Blanket Purchase Orders.

  • Nov 12, 2025
  • Article

Title
Blanket POs

Content

Blanket POs are used to set purchasing limits on items or services. Blanket POs can also be received against after they have been approved. This will create a new Purchase Order record linked to the Blanket PO.

 

 

Creating New Blanket POs

To create a Blanket PO use the following steps: 

  1. Select Purchasing.
  2. Select Blanket POs.
  3. Select New.
  4. Enter a Blanket PO ID.
  5. Enter data into all required fields and any optional fields.
  6. Select the Parts tab.
  7. Add all Parts or Services that will be purchased as part of this Blanket PO.
  8. Select Save.

 

 

How to Fill Out a Blanket PO Record

 

General

 

Blanket PO ID: This field displays the name of the Blanket PO record.

Description: This field is used to provide descriptive information about the Blanket PO record.

Release ID: This field displays the unique numerical ID that identifies each specific order made under the Blanket PO.

Status: This field indicates whether the Blanket PO is Approved or Unapproved. 

Vendor ID: This field is used to link a Vendor record to the Blanket PO.

Vendor Description: This field provides a description of the Vendor linked to the Blanket PO.

Start Date: This indicates the first valid date for the Blanket PO.

End Date: This indicates the last valid date for the Blanket PO.

Buyer: This field is used to link a specific user to the Blanket PO. This user will be the Buyer for any POs received to the Blanket PO. 

Purchase Limit: This indicates the maximum total amount that can be spent on the Blanket PO.

Notes: This field is used to provide any additional notes and information about the Blanket PO.

Tax Total: This displays the total amount of Tax cost on the Blanket PO.

Shipping Total: This displays the total amount of Shipping cost on the Blanket PO.

Misc: This displays any miscellaneous cost on the Blanket PO.

Received Total: This displays the total cost received to the Blanket PO.

Grand Total: This displays the grand total of all costs related to the Blanket PO.

Remaining Amount: This displays the unused portion of the Purchase Limit on the Blanket PO.

 

 

Parts

This section will allow you to add Part records that can be ordered from this Blanket PO.

 

 

 

Approval

This section shows the Approval status of the Blanket PO. The number of Approvers required and the Approval limit will be displayed here.

 

 

Receipts

This section displays any receipts made to the Blanket PO.

 

 

Returns

This section will display any returns made to the Blanket PO.

 

 

Purchasing

This section will display any purchases made from the Blanket PO. Release IDs for each order will also be indicated.

 

 

Attachments

This section displays the image attachments that have been added to this record, and allows you to add additional images.

 

 

Audit History

This section will display a history of any edits or changes made to the record. 

 

 

Currency

When adding a line item to a Blanket PO, the Vendor's currency and currency symbol will be reflected on the Blanket PO Line Items. Upon the receipt of a PO the line item cost in the vendor currency will convert, using its exchange rate, to your site currency. This will be reflected on the PO receipt.

URL Name
Creating-a-Blanket-PO
Purchasing