Add a Blanket Purchase Order
- Aliena Somers
Pathway: Accounts > Search > Attachments Icon
Create a Blanket Purchase Order for an account to bill recurring services, manual charges and on call orders to. Blanket Purchase Orders can be limited to a specific site under the account, or be made available to all sites. After a Blanket PO has been created, the option to delete will be unavailable if any records are linked to it. Use the Blanket PO Management tool under the Accounts module to review and manage all Blanket PO’s for all accounts.
Add a Blanket Purchase Order
In the Add Blanket Purchase Order popup editor, only the PO Number is a required field. Complete all additional fields based on the signed contractual agreement for the PO.
A Blanket PO can only be deleted if there are no records linked to it.
To Add:
Select the Attachments icon from the Account screen to access the Blanket Purchase Orders tab.
Select the Blanket Purchase Orders tab from the pop up editor.
Click on the green '+' icon.
Enter a PO Number.
Select a Site # if the purchase order is site specific. Leave blank and the purchase order will be available for all sites belonging to the account.
Enter an Amount. Leave blank if the amount will not be capped.
Enter the Start and End Dates the blanket purchase order is active and available. Leave blank if dates do not apply.
Enter any Notes regarding the purchase order (optional).
Upload the purchase order (optional) by selecting within the ‘Choose a file or drag it here’ box.
Click Save when finished.
Assign a Blanket Purchase Order
The Blanket PO drop box has been added to the following locations:
New and Existing Services
On Call Orders
Manual Charges