Go to Order ➔ Entries ➔ Blanket orders ➔ Enter, and then click Open or New. Next, click Columns at the Blanket orders screen.
This document provides the information on the columns in the order lines. If you want certain columns to be available in the order lines, select the relevant check boxes for the columns. For example, if you want the Description column to be available in the order lines, select the Description check box.
Type a description for the item. By default, the description of the selected item displayed is based on the Description defined at the item maintenance (go to Order ➔ Items ➔ Maintain and select the relevant item).
The long description of the selected item displayed is based on the Text defined at the item maintenance (go to Order ➔ Items ➔ Maintain and select the relevant item), under the Basics tab. This column cannot be edited.
Type the contracted quantity of item that you want to order.
Type or select the unit of the selected item. By default, the unit displayed is based on the Sls. unit defined at the item maintenance (go to Order ➔ Items ➔ Maintain and select the relevant item), under the Basics tab. This information is mandatory.
Type or select the start date of the blanket order. By default, the current date is displayed.
Type or select the expiry date of the blanket order. By default, the current date is displayed.
This column displays the sales price of the selected item. By default, the sales price displayed is based on the Sls. price defined at the item maintenance (go to Order ➔ Items ➔ Maintain and select the relevant item), under the Basics tab. This column can be edited only if the Sls. price is not defined.
This column displays the quantity of items that has been released. This column cannot be edited.
This column displays the quantity of item to be released. This column cannot be edited.
Type the amount of the selected item. By default, the amount displayed is based on the Net price excluding VAT * Ordered (the percentage in the VAT column X the quantity in the Ordered column).
Note: This column for the selected item is enabled only if the No discount check box at the item maintenance (go to Order ➔ Items ➔ Maintain and select the relevant item), under the Purchase/Sales tab is not selected.
This column displays the quantity of item that has been fulfilled. This column cannot be edited.
Type the instruction for the selected item.
In this section, you can set messages that you want to be displayed in the blanket order entry for certain changes made to the blanket order to warn the person creating/maintaining the blanket order of the changes before proceeding with the changes. Select Always to always proceed with the changes without displaying a message, select Never to never proceed with the changes and no message will be displayed, or select Ask user if you want message to be displayed for the changes made to the blanket order before proceeding with the changes.
This message is displayed if changes are made to the Invoice to, if the changes made differs from what has been defined for the debtor at the debtor maintenance (go to Finance ➔ Accounts receivable ➔ Maintain and select the relevant debtor). Click Yes if you want the changes made to be updated at the debtor maintenance for the debtor, or click No to only change the details in the blanket order.
This message is displayed if the Currency in the Blanket orders screen is changed. Click Yes to recalculate the sales price and amount of the blanket order lines based on the defined currency, or click No to change the currency of the blanket order but the blanket order amounts in the blanket order lines will not be changed.
This message is displayed if the Invoice to debtor is changed to an inactive debtor. Click Yes to continue (the inactive debtor selected will be the Invoice to debtor), or click No to change the Invoice to debtor to another debtor.
Note: If Ask user is selected at the Invoice debtor: Status, a warning message will be displayed if the debtor defined at the Invoice to box in the blanket order header is blocked or inactive. If Always is selected at the Invoice debtor: Status, a warning message will not be displayed if the debtor defined at the Invoice to box in the blanket order header is blocked or inactive.
This message is displayed if the Ordered by debtor is changed to an inactive debtor. Click Yes to continue (the inactive debtor selected will be the Order by debtor) or click No to change the Ordered by debtor to another debtor.
Note: If Ask user is selected at the Order debtor: Status, a warning message will be displayed if the debtor defined at the Ordered by box in the blanket order header is blocked or inactive. If Always is selected at the Invoice debtor: Status, a warning message will not be displayed if the debtor defined at the Order by box in the blanket order header is blocked or inactive.
This message is displayed if the exchange rate at Currency in the Blanket orders screen is changed. Click Yes to recalculate the sales price and the amount of the blanket order lines based on the defined exchange rate (if the exchange rate is different from the exchange rate defined previously), or click No to change the exchange rate of the blanket order but the blanket order amounts in the blanket order lines will not be changed.
This message is displayed if the item defined in the blanket order lines is of type Asset. Click Yes to continue, or click No if you do not want the item to be created in the blanket order.
This message is displayed when the ESC key is pressed at the selected blanket order line. Click Yes to delete the order line, or click No to return to the blanket order entry screen (the order line will not be deleted).
Click this to reset the column(s) selected in the Line section to the default column(s) defined by the authorized employee. A message “Restore defaults will remove all existing user-defined layouts. Continue anyway?” will be displayed. Select Yes to reset all the columns, or click No to return to the Define columns screen.
Note: This button will reset all the columns to the columns defined by the authorized employee only if the authorized employee has defined default columns. Otherwise, the columns will reset to the default columns defined by Exact Globe. It is enabled only if the employee has been given the “Define default layout columns” role at System ➔ HR & Security ➔ Security roles (select a role and click Open, under the Rights tab).
Click this to set the selected column(s) in the Line section as the default column for all employees. A message “This will set the default layout as default to all users. Continue anyway?” will be displayed. Select Yes to set the selected columns as default, or select No to return to the Define columns screen.
Note: This button is enabled only if the employee has been given “Define default layout columns” role at System ➔ HR & Security ➔ Security roles (select a role and click Open, under the Rights tab).The default column(s) defined by the authorized employee will be reflected for all the employees only if the employees have not defined their own default columns. However, employees are still able to set their own default columns.
Click this if you want the default columns to be displayed in the blanket order lines such as Description, Ordered, Unit, Start date, End date, Sales price, and Amount.
Click this to save and return to the blanket order entry screen.
Click this to select all check boxes in the Line section.