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Invoice a Blanket Order

  • Updated

The Blanket Order functionality allows customers to create a pre-approved order for unspecified products/services, over a specified time frame. Suppliers can create invoices against these orders, which are sent for customer approval. Upon approval, a matching release order is generated, drawing down from the Blanket Order's total value.

 

Prerequisites

  • Audience: Supplier (Existing User)

  • Intent: Create and submit an invoice against a customer's Blanket Order.

  • Access: The Blanket Order must be available within your supplier profile.

 

Step 1: Locate the Blanket Order

  1. Click Transactions on the left panel.

  2. Select View Orders.

 

  1. In the filters section, select the desired customer in the Customer field.

  2. In the Order Type filter, select Blanket Order.

  3. Click Search.

  4. Select the desired blanket order to invoice.

Note: When the Blanket Order you are searching does not appear, try to back date the Order Date From filter. The default selection is the last 90-days of orders, and some Blanket Orders may be older than this default period.

 

Step 2: Initiate the Invoice Creation

  1. The Order Detail screen will populate. Select Invoice Order on the top right.

  2. Key in the mandatory header information: Invoice Number and Invoice Date.

 

Step 3: Add Invoice Items

  1. Select +Add Invoice Item.

  2. The Add Invoice Item pop-up box will appear. Key in information in all required fields marked with a red asterisk.

Note: When entering item details, the price is exclusive of GST. The Code and Category fields are not mandatory.

  1. If there are additional items to add, select Add More.

  2. Once all items are entered, click Add.

 

Step 4: Finalize and Submit

  1. Shipping: If shipping charges are required, key in the amount in the Shipping field. If shipping tax is required, click the pencil icon in the Shipping Tax field to update the shipping tax.

  2. Attachments: Upload a copy of the original invoice in the Attachments field by selecting Browse.

  3. Click Create to submit the invoice and send it to the customer for approval.

 

Results/Validation

The invoice will be submitted to the authorized users on the Blanket Order for approval. If approved, a matching release order is automatically generated, and the Blanket Order value is reduced accordingly.