Pathway: Accounts > Blanket PO Management

Use the Blanket Purchase Order Management screen to manage active and expired Blanket PO’s for all accounts. This screen also includes the option to export to Excel.

Blanket PO Management

Fields and Filters

Field/Filter Name	Description

Field/Filter Name	Description
Filter Fields
Division	Option to filter what displays by Division.
Status	Filters to only display Blanket PO’s by the status selected. Status options include: All Default setting upon entry. Expired Row will display in red for Blanket PO’s with an End Date in the past. Billed Amount Exceeds PO Amount Row will display in yellow for Blanket PO’s when the value in the ‘Amount Billed to Date’ column is higher than the value in the ‘Amount’ column.
Fields
PO Number	Identifies the Blanket PO.
Account ID	Identifies the account the Blanket PO belongs to. To go to the account, double click within the row.
Account Name	Identifies the account the Blanket PO belongs to. To go to the account, double click within the row.
Site ID	Identifies the site the Blanket PO belongs to. Blanket PO’s can be created and assigned to specific sites.
Site Name	Identifies the name of the site the Blanket PO belongs to.
Amount	Indicates the amount the Blanket PO
Amount Billed To Date	Displays the total amount that has been billed against the purchase order amount.
Start Date	Displays the Start Date entered when the Blanket PO was created.
End Date	Displays the End Date entered when the Blanket PO was created.
Note	Displays Notes that were added to the Blanket PO.
Created Date	Displays the date the Blanket PO was created in the system.
Created By	Displays the name of the user who created the Blanket PO.

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Blanket Purchase Order Management

Fields and Filters

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