Menu Path: Purchasing Purchase Processing Blanket Purchase Order and Direct Ship Release Create
Create blanket purchase order releases for direct-ship orders.
Use Blanket Purchase Order and Direct Ship Release Create to create blanket purchase orders and releases for direct-ship order line items.
To create a blanket purchase order and release for a direct-ship order:
Enter the sales order for which to create a blanket purchase order and release in the Sales Order # field.
Enter the supplier code or name for the blanket purchase order in the Supplier Code or Name field.
Enter the purchase class for the blanket purchase order in the PO Class field.
Enter a date for the blanket purchase order in the PO Date field.
Enter a release date for the blanket purchase order release in the Release Date field.
Enter a ship date for the blanket purchase order and release in the Ship Date field.
Enter a delivery date for the blanket purchase order and release in the Delivery Date field.
Enter the shipper for the blanket purchase order and release in the Shipper ID field.
If necessary, enter a FOB and/or project number for the blanket purchase order and release in the FOB and/or Project # field.
If you want to prepare the created release for labels, select the Prep Release for Labels check box.
Click the Print Options tab, and select output options for the Blanket Purchase Order and Direct Ship Release Creation Report that will output when you create the blanket purchase order and release.
Click the Process button in the ribbon. The blanket purchase order and release are created. If you selected the Prep Release for Labels check box in step 10, the release is also prepared for labels. The Blanket Purchase Order and Direct Ship Release Creation Report displays summary information for the blanket purchase order and release.
Button |
Description |
Exit |
Click this button to close the Blanket Purchase Order and Direct Ship Release Create window. |
Process |
Click this button to create a blanket purchase order and release for unreleased quantities of line items for the selected sales order. |
Field or Button |
Description |
Enter a sales order number for which to create a blanket purchase order, or click the Lookup button to select a sales order number. |
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Enter a supplier code for the blanket purchase order, or click the Lookup button to select a supplier code. |
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Enter a supplier name for the blanket purchase order, or click the Lookup button to select a supplier name. |
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Enter a purchase class for the blanket purchase order, or click the Lookup button to select a purchase class. For information on setting up purchase classes, see Purchase Class Maintenance. |
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Enter a purchase order date for the blanket purchase order, or click the drop-down arrow to select a purchase order date. This defaults to the current date. If you are outputting the report via Scheduling Assistant, you can select a virtual date for this field. |
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Enter a release date for the blanket purchase order release, or click the drop-down arrow to select a release date. This defaults to the current date. If you are outputting the report via Scheduling Assistant, you can select a virtual date for this field. |
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Enter the date products will ship from the supplier, or click the drop-down arrow to select a ship date. This defaults to the current date. If you are outputting the report via Scheduling Assistant, you can select a virtual date for this field. |
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Enter the date products will be delivered for the blanket purchase order, or click the drop-down arrow to select a delivery date. This defaults to the current date. If you are outputting the report via Scheduling Assistant, you can select a virtual date for this field. |
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Enter the shipper ID of the carrier that will deliver the ordered products, or click the Lookup button to select a shipper ID. For information on setting up shipper ID's, see Shipper Maintenance. |
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Enter an FOB for the blanket purchase order, or click the Lookup button to select an FOB. For information on setting up FOB's, see Freight On Board Maintenance. |
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Enter the general ledger project number for the order if one is associated with the order, or click the Lookup button to select a project number. Projects are defined in Project Maintenance. |
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Select this check box to prepare the release for labels. A release must go through the preparation stage before certain processes can occur. This check box is cleared by default. |
Field or Button |
Description |
Output Option |
Select one of the following output options:
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Save Report File |
Select this check box to save the Crystal Reports report (.rpt) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the report file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button. |
Save Access Database File |
Select this check box to save the Access database (.mdb) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the Access database file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button. |
Output File Type |
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Specify File Name |
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Output Directory |
Enter the location for the output report, or click the Lookup button to navigate to and select a location. This field is only available if the Specify File Name check box is cleared. |
Output File Name |
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Excel Format Name |
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Format Maintenance |
Click this button to display Excel Format Maintenance, which allows you to set up Excel formats. This button is only available if you select the Excel radio button. |
Save As Type |
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Include header |
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Delimiter |
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Enclosing Character |
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Printer |
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Subject |
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Report File Prefix |
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Add Additional Comments |
Select this check box if you want to include additional comments with the emailed report. If you select this check box, the Additional Comments window appears after you click the Print button in the ribbon, and allows you to enter the comments. This check box is only available if you select the Email radio button. |
Print Full Heading on All Pages |
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Print Title Line on All Pages |
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Report Language 1 |
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Report Language 2 |
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Horizontal Shading |
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Collate |
Select this check box to collate the printed copies of the report (if you are printing multiple copies of the report). This check box is cleared by default, and is only enabled if you select the Printer radio button and enter a value greater than 1 in the Number of Copies field. Example You are printing five copies of a 20 page report to distribute to five different people. Leave this check box selected, so that pages 1-20 of the first copy prints, then pages 1-20 of the second copy, etc. If you clear this check box, five copies of page 1 prints, then five copies of page 2, etc. |
Horizontal Shading Color |
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Number of Copies |
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Process |
Select whether the task is run now or run by Scheduling Assistant. If you select the Schedule radio button, you can specify when the task occurs, and optionally set up an alert to be created when the task completes. These radio buttons are only enabled if the Disable Scheduling Assistant check box is cleared for your user ID in User Profile Maintenance. Note If you select the Schedule radio button, you cannot output to the screen. |
Time |
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Date |
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Task Occurs |
Select one of the following options:
These radio buttons are only enabled if you select the Schedule radio button. |
Frequency |
These radio buttons are only available if you select the Every radio button. |
Day of Week |
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Repeat Every X Days |
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Repeat On |
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Repeat Every X Minutes |
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Triggering Task Id |
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Triggering Task Name |
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Triggering Task Description |
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Task Description |
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Scheduling Assistant Queue |
Enter an active Scheduling Assistant queue for the task, or click the Lookup button to select a Scheduling Assistant queue. This defaults to the default queue for your user ID. This field is only enabled if you select the Schedule radio button, and you are assigned to a queue other than the Default queue. |
External Email |
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Screen Alert |
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Internal Email |
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Report Files |
This grid displays report files set up for the report, and is only available if report files are set up for the program in Report File Maintenance. This grid includes the following columns:
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