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Authorizing blanket purchase orders

Introduction

Blanket purchase orders can be authorized for ensuring validity and correctness of the order. Authorization of purchase orders is determined by whether the setting for purchase order authorization is selected at System ➔ General ➔ Settings, under Purchase settings. The Blanket purchase orders check box (under Authorize) is selected, and then authorization becomes mandatory. Otherwise, the blanket purchase orders created will be authorized automatically.

Menu path

Purchase ➔ Entries ➔ Blanket purchase orders ➔ Authorize

Fields

You can filter the blanket purchase orders that you want to display. To search for blanket purchase orders, you can specify one or more of the following criteria and click Search. The blanket purchase orders that match the specified search criteria are then displayed. A list of items appears if you click at Blanket PO and Creditor number. From the list, make your selection and click Select.

Search

Click this to display the blanket purchase orders based on the specified search criteria.

Clear

Click this to clear the specified search criteria.

Number of rows

Type the number of rows of blanket purchase orders that you want to display for each page. If you have set the default number of rows to 10, then 10 rows will be displayed. Therefore, if you have more than 10 rows listed, the Previous and Next buttons become available.

Next

Click this to display the next screen of blanket purchase orders.

Previous

Click this to display the previous screen of blanket purchase orders.

Warehouse

Select a warehouse to display blanket purchase orders for the selected warehouse. By default All is selected to display blanket purchase orders for all warehouses.

Blanket PO

Type or select the blanket purchase order number to display the selected blanket purchase order.

Blanket PO date

Type or select a range of dates to display the blanket purchase orders with the selected date range. By default, the All check box is selected to display blanket purchase orders with any date.

Note: Typing or selecting only the start date will display blanket purchase orders with the selected date and later dates. Typing or selecting only the end date will display blanket purchase orders with the selected date and earlier dates.

Creditor number

Type or select a supplier’s account number to display the blanket purchase orders for the selected supplier.

Authorization

Select All to display both authorized and unauthorized blanket purchase orders, select Authorized to display authorized blanket purchase orders or select Not authorized to display unauthorized blanket purchase orders.

Note: It is possible that not all the columns in the example are displayed. You can add or delete columns as required. For more information, see Inserting and deleting columns.

Buttons

Note

Click this to type a new note or to view the notes that are recorded for the blanket purchase order. For more information, see Creating and maintaining notes.

Note: This is enabled only if a blanket purchase order is selected.

Attachment

Click this to attach a new document or to view documents that are attached to the blanket purchase order. For more information, see Overview of attached documents.

Note: This is enabled only if a blanket purchase order is selected.

Card

Click this to view the creditor’s transactions. For more information, see Viewing creditor card.

Note: This is enabled only if a blanket purchase order is selected.

Auth.

Click this to change the authorization status (to authorize or to remove authorization) for the blanket purchase order. Once you click the Auth. button, a message "Change authorization status?" is displayed. Click Yes to change the authorization status or No to exit. 

Note: A green check mark at the selected blanket purchase order’s Auth. column indicates that the blanket purchase order has been authorized.

Reject

Click this to reject the selected blanket purchase order. Once you click Reject, you can send an e-mail to the resource that created the blanket purchase order. Fill in the resource’s e-mail address and subject, and then click Send.

Delete

Click this to delete the blanket purchase order. A message “Delete the data selected?” will be displayed. Click Yes to delete the blanket purchase order or No to return to Purchase ➔ Entries ➔ Blanket purchase orders ➔ Enter.

Note: This is enabled only if a blanket purchase order is selected.

Open

Click this to view and/or edit the blanket purchase order. For more information, see Creating and maintaining blanket purchase orders.

Note: This is enabled only if a blanket purchase order is selected.

Close

Click this to exit.

Related documents

     
 Main Category: Attachments & notes  Document Type: Online help main
 Category:  Security  level: All - 0
 Sub category:  Document ID: 12.884.837
 Assortment:  Date: 26-09-2022
 Release:  Attachment:
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