The Blanket Order functionality provides buyers with the ability to create a Blanket Order (or contract) of unspecified products and services, over a specified time frame with suppliers. The Blanket Order is pre-approved using the standard approval process. From there, the products and services are provided on a purchase-on-demand basis.
Suppliers can create invoices against a Blanket Order that are sent to the authorized users on the Blanket Order for approval. If approved, a matching release order is automatically generated that draws down from the Blanket Order value.
Invoicing a Blanket Order
Go to Transactions on left panel > select View Orders.
Once completed, the Orders screen will populate.
Select desired customer in the Customer field > in the Order Type filter, select Blanket Order > select the desired blanket order to invoice.
The Order detail screen will populate > select Invoice Order.
Key in the Invoice Number and Remittance Address and Invoice Date > select +Add Invoice Item to invoice items.
The Add Invoice Item pop-up box will appear to key in information in all required fields marked with a red asterisk.
| Note: When entering the invoice item details, the price is exclusive of GST and the Code and Category fields are not mandatory. |
If there are additional items to add, select Add More. Once completed, click Add.
If shipping charges are required, key information Shipping field. If shipping tax is required, click the pencil in Shipping Tax field to add shipping tax > Upload a copy of the original invoice, in the Attachments field by selecting Browse. Once completed, click Create to submit the invoice and send to customer for approval.