Creating Blanket Orders

A blanket order is an overarching agreement of a single quantity of a product to be delivered in smaller quantities over time. For example, a buyer might want to purchase a large quantity of product A in order to receive bulk order discounts but needs to receive the order in monthly shipments.

Complete the following steps to create blanket orders:

  1. L og in to the ONE system.

  2. Click Menus/Favs > Contract Mgmt > New Blanket Order.
    In the NEO UI, users can click on the Menus/Favs icon on the left sidebar and type in the name of the screen in the menu search bar. For more information, see "Using the Menu Search Bar."
    The New Blanket Order screen appears.

    images/download/attachments/131833770/image2022-4-12_11-2-25-version-1-modificationdate-1676562655000-api-v2.png

  3. Enter values for fields described in the table below. Fields with an asterisk ( * ) are required.

    Section

    Field Name

    Description

    General Details

    Name

    Enter the name for the new blanket order.

    * Effective Date Range

    Select the validity period for the new blanket order.

    Vendor

    Enter the vendor name for the new blanket order. Start typing the first few letters to see relevant vendors and select.

    Max Amount

    Enter the maximum amount for the new blanket order.

    * Currency

    Select the currency to consider for the maximum amount specified.

    * Buyer Code

    Enter the buyer code for the new blanket order. Start typing the first few letters to see relevant buyer codes and select.

    Management Org

    Enter the management organization for the new blanket order. Start typing the first few letters to see relevant organizations and select.

    Settlement Currency

    Select the currency to consider for the order settlement.

    Blanket Order Description

    Enter a brief description of the new blanket order.

    Transportation Details

    * Ship To Site

    Specify a site or a partner site. Enter the name of the site or the partner site. Start typing the first few letters to see relevant sites and select.

    Storage Site

    Enter the storage site for the new blanket order. Start typing the first few letters to see relevant sites and select.

    Ship From Site

    Specify a site or a partner site. Enter the name of the site or the partner site. Start typing the first few letters to see relevant sites and select.

    * FOB Code

    Select a Free On Board (FOB) code to specify the FOB terms for the new blanket order.

    * FOB Point

    Select whether to apply FOB terms at the Origin or the Delivery location.

    * Trans Mode

    Enter the transportation mode for the order. Start typing the first few letters to see relevant options and select.

    Overshipping Tolerance %

    Enter the acceptable over shipment levels in percentage.

    Shipping Instructions

    Enter any specific instructions for the shipment.

    Invoice Details

    Invoice Active Code

    Select an invoice active code to determine when to generate an invoice.

    Payment Terms

    Enter the payment terms for the order. Start typing the first few letters to see relevant options and select.

    Tax Provider

    Select a tax percentage and provider for the new blanket order.

    Auto Compute Tax

    Select whether to enable automatic computation of taxes for the order.

    Tax Allowed

    Select whether to enable taxes for the order.

    Auto Invoice

    Select the check box to enable automatic generation of the order invoice.

    Generate Detailed Invoice

    Select whether to generate a detailed order invoice.

    Auto Approve Invoice

    Select the check box to enable automatic approval of the order invoice.

    Invoice Tolerances

    Enter tolerance levels for invoice line amounts, unit price, and line quantity.

    Discount Details

    Allow On Product

    Select this checkbox to allow discounts on products.

    Allow On Freight

    Select this checkbox to allow discounts on freight.

    Allow On Fuel Surcharge

    Select this checkbox to allow discounts on fuel surcharges.

    Allow On Tax

    Select this checkbox to allow discounts on taxes.

    Allow On Service

    Select this checkbox to allow discounts on services.

    Addresses

    Purchasing Address

    Click to enter the purchasing address.

    Bill To Address

    Click to enter the billing address.

    Remit To Address

    Click to enter the payment address.

  4. Click Save to save order details.
    A success message appears and the Holds tab becomes active for users to add holds.