Adding Blanket Purchase Orders

To add a blanket purchase order:

1. In the upper pane, click Purchasing.

2. In the left navigation pane, click My POs. The My Purchase Orders panel is displayed.

3. Click Add in the upper-right corner of the panel. The Edit panel is displayed.

4. In the blanket purchase order header area, complete the required fields.

5. Complete any other fields used by your organization. The Procure-to-Pay application is highly customizable. Your organization may add, remove, or rename fields on the various panels. Also, your organization may configure additional fields to be required.

6. Add or remove line items from the purchase order.

   • Add catalog items to the blanket purchase order (see Adding Catalog Items to a BPO).

   • Delete previously-added items from the order (see Deleting Items from a BPO).

7. Add a note to the order, if needed (see Adding a Note).

Once you have completed the blanket purchase order, do one or more of the following:

• Click Save to save the purchase order.

• Click Save And Close to save the purchase order and close it.

• Click Cancel to close the purchase order.

• Click Submit to submit the request for approval (see Submitting and Recalling Blanket Purchase Orders).

• Click Print to print the purchase order (see Printing PRs, POs, and Invoices).

 

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