Issue/Symptom/Question

How to generate a blanket purchase Order

Applies To

Purchasing > Purchase Orders - Grid Options

Resolution/Fix/Answer

Blanket purchase orders are used if you have a one line item distribution and you are unsure about what the distribution will be and Accounts Payable will pick the distribution when entering the invoice. This functionality is only for Account, Job, and Fixed Assets.

1. In the Purchase Order -  Grid Option window enter your Purchase Order information in the header and then down below in Other change the PO Type to Blanket Purchase Order
   
   
2. On the Detail tab enter your lump sum amount and the distribution, close the window and your blanket purchase order is created
3. Now in Accounts Payable when the invoice comes in the AP Clerk can enter this Purchase Order # on the PO Distribution tab and can enter a new distribution. Note this new distribution will then add a line item to the Purchase Order.