Blanket Purchase Order

The Blanket Purchase Order listing page outlines the details regarding the blanket purchase orders. The listing includes:

BPO No
Posting Status which can be set to “Draft” if the order is not confirmed or “Final” if it is confirmed.
Updated Date
Creation Date
Company
Supplier Name
Purchaser
Amount
Transaction Date
Status

Creating a Blanket Purchase Order

The Add Button

First click on the “+” button to create an order.

Main Details Tab

Fill in the form in the “Main Details” tab. Please note that the following fields are compulsory to fill in:

Status
Start Date
Purchaser
Validity in Days
Valid

Add Line Item

Next, click on the “Lines” tab and then click on the “+” button.

Line Item Listing

Next, click on a line item from the list. Details about the item will be displayed under the “Main Details” tab as shown below.

The form under this tab will be filled with the details of the selected item. Users fill in the form for:

UOM
Pricing Scheme
Unit Price STD for both excluding and including tax d
Unit Discount
Quantity Base and Quantity by UOM
UOM to Base Ratio
Unit Price STD by UOM for both excluding and including tax
Unit Discount by UOM, Unit Price Net by UOM
Unit PriceTransaction by UOM and Unit Price Net
STD Amount
Discount Amount
Amount Net
SST Code and SST/GST/VAT rate
Tax Amount
WHT Code, WHT and WHT Amount
Unit Price Transaction and Transaction Amount
Last Purchase Price
Remarks

Blanket Purchase Order Bin Number

Items with the “Bin Number” are for items that exist as part of a batch. Users can add a bin number. They need to click on the “Bin Number” tab, then on the “Bin Code” and select a code. Next fill in the Container Measure, Container Quantity and Quantity. Next click on the “ADD” button.

Enabled Create Button

After the addition of the line item, the “CREATE” button should be enabled in the “Create Blanket Purchase Order” page.

Updated Listing

Click the“CREATE” and the new blanket purchase order will be added to the listing as shown below. It is set to “DRAFT” posting status upon creation.

Edit A Blanket Purchase Order

Editing Draft Orders

Users can edit a blanket purchase order as they see fit and click on the “SAVE” button once they are satisfied with the changes. For blanket purchase orders in “DRAFT” status, the Location and Branch of the company can still be edited along with the other fields.

Editing Final Blanket Purchase Order

Click on an existing order in the blanket purchase order listing. For orders in “FINAL” status, the Location and Branch of the company can no longer be edited. This is because the order has been finalized.

Reset Draft Order

Clicking on the “RESET” button will remove all the data for the selected order that is in “DRAFT” status.

Finalize Order

Click on “FINAL” to finalize the order. Subsequently, users can click on “SAVE” to save the edited order as a draft.

The finalized order will have the “FINAL” posting status.

Finalize Order from Listing

Users can use the listing page to finalize an order as well: First, select an order from the listing. The selected order will be marked with a tick mark. Next, click on the “FINAL” button. This will finalize the order.

The changes will be reflected in the listing as shown below.

Linked Order Documents

During editing, users can select the “Doc Link” tab and view the “Copied From” documents.

During editing, users can select the “Doc Link” tab and view the “Copied To” documents.

Export Invoice as PDF

Users can use the “Export” tab to download the selected order as an invoice in PDF format.

Blanket Purchase Order

Creating a Blanket Purchase Order﻿

Blanket Purchase Order Bin Number﻿

Edit A Blanket Purchase Order﻿

Creating a Blanket Purchase Order

Blanket Purchase Order Bin Number

Edit A Blanket Purchase Order