If a buyer is does not see the Increase Amount option on a Blanket order, the steps below may assist a Community Administrator with troubleshooting.
Troubleshooting Step #1:
Check to make sure the Valid To date is not in the past. If the Valid To date has passed, the buyer will not see the Increase Amount option in the More Actions menu.
Note: If the Valid To date has passed and the Community desires to create a new blanket order to increase the amount, refer to help article Copy a Blanket Order. |
Troubleshooting Step #2:
Copy the supplier's name on the Blanket Order to review the supplier's State.
Go to the Administration module > click Suppliers > in the Search Suppliers field, key in the supplier name > clear State field, by selecting the "x" > select the magnify glass to search.
If the supplier is Disconnected, the buyer will not see the Increase Amount option in the More Actions menu.
Resolution: If the community desires to reconnect the supplier, refer to help article Connecting a Supplier.
Troubleshooting Step #3:
Review the Buyer Group(s) assigned to the supplier, by going to the Administration module > Suppliers > search the supplier that the order is with > click the supplier's name listed on the Blanket Order > select the Settings tab > view the Buyer Groups assigned to supplier.
If the supplier does not have a buyer group, the buyer will not see the Increase Amount option in the More Actions menu.
Resolution: If the community desires to assign a buyer group, refer to help article Buyer Groups.
Troubleshooting Step #4:
Ensure the buyer has Create Blanket Order role, by going to the Administration role > select Users > in the User Name field, enter the buyer's name > select the magnify glass to search.
Select Edit in for the desired buyer > in the Roles section, ensure the user is assigned the Create Blanket Order role.
Resolution: If the community desires to assign the Create Blanket Order role to the user, refer to help article Unimarket User Roles.
Troubleshooting Step #5:
Ensure the buyer's buyer group matches the supplier's buyer group.
Buyer's Assigned Buyer Group:
Go to the Administration role > select Users > in the User Name field, enter the buyer's name > select the magnify glass to search.
Select Edit in for the desired buyer > in the Buyer Groups section, to confirm the buyer group assigned.
Supplier's Assigned Buyer Group:
Go to the Administration module > Suppliers > search the supplier that the order is with > click the supplier's name listed on the Blanket Order > select the Settings tab > view the Buyer Groups assigned to supplier to ensure it is identical to the buyer's.
Note: If the end user does not have the same buyer group as the supplier, the Increase Amount option will not appear in the More Actions menu. A Community Administrator will need to review and decide if the end user's buyer group or the supplier's buyer group needs to be updated. |