Creating a Blanket PO Header Step-by-Step

From the Purchasing module:

To establish the header:
 

1. Type PH1 in the NEXT FUNCTION field and press ENTER to access the PO Header Information (PH1) screen. 
2. Type your buying entity (XXBG) in the BUY ENTITY field.
3. Type B in the PO TYPE field to indicate that this is a blanket order. 
4. Type your trade paying entity (XXPT) in the PAY ENTITY field. 
5. Type the vendor number in the VENDOR NO. field. 
6. Type the vendor's group number in the VENDOR GROUP NO. field. 
7. Type your buyer ID in the BUYER ID field.
8. Type X (or any other character) in the DSP DEFAULTS field 
9. Type the ship-to code in the SHIP-TO CODE field. 
10. Type the ship-via code in the SHIP-VIA CODE field. 
11. Type the freight code in the FOB CODE field.
12. Type the payment terms in the PAYMENT TERMS field and press ENTER to validate the data and display default information. Review all default information to make sure it is applicable to this transaction. 
13. Press ENTER again to continue to the PH2 screen. 
  
For an amount-limited blanket order:
 
14. Type A in the TYPE field to indicate an amount type blanket order. 
15. Type the maximum dollar value allowed for the total of all releases against this blanket order in the QTY(UOP)/AMT field and press ENTER to process the data entered. 

For a quantity-limited blanket order:
 

16. Type Q in the TYPE field to indicate an quantity type blanket order. 
17. Type the maximum quantity allowed for the total of all releases against this blanket order in the QTY(UOP)/AMT field and press ENTER to process the data entered. 

For a date-limited blanket order:
 

18. Type D in the TYPE field to indicate a date type blanket order. 
19. Type the expiration date of the blanket order agreement in the EXPIRES field. 
20. Type the number of days needed to renegotiate the agreement in the LEAD TIME field.  

Note:  Quantity and amount type blanket orders may also be limited by date by entering the expiration date in 
          the EXPIRES field. 

To enter comments for the blanket order:
 

21. Type PCM in the NEXT FUNCTION field and press ENTER to access the PO Header and Line Comments (PCM) screen. 
22. Type A in the A/B/C/D column.  

Note:  Leave the PO LINE column blank so that the comments will apply to both the header and the line(s). 
23. Type a sequential number (010, 020, 030, ...) in the SEQ. NO. column. 
24. Type your comments in the COMMENTS/SPECIFICATIONS field.
25. Type Y or N in the PRINT column, depending upon whether you want the comments printed out.
26. Repeat steps 22-25 until all comment lines have been added. 
27. Press ENTER to add the comments.
 
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