If the Blanket Order setting is enabled within the community, Edit Blanket Order is another feature that can be enabled. Edit Blanket Orders does not need to be enabled to edit access (users included in the Available To field).
To enable Edit Blanket Order, please reach out to your Unimarket Customer Success Manager.
This feature allows users with the Create Blanket Order role and the approver(s), the ability to edit dates. However, only the creator of the Blanket Order can increase and decrease the amount.
If the change is made during the approval process (while classified as a Blanket Requisition), the requisition will continue to move forward to become a PO (e.g. Blanket Order).
If this change is made after the PO (e.g. Blanket Order) has been created, a new blanket order number will be generated. Carrying over any existing release orders and invoices.
Edit Access
The creator (buyer) of the blanket order and Community Administrators (with or without the Create Blanket Order role) can add additional users in the Available To section. Users in the Available To field can create release order or accept invoices against the blanket order.
To Edit Access, go to the Marketplace module > select Orders > in the Search Order Number field, insert the order number or customize search by utilizing Filters.
Once the order is located, select the order number > the Blanket Order view screen will populate > select More Actions > click Edit Access > a pop-up box will appear > in the Available To field, insert the desired user(s) > select OK.
Edit Buyer
The creator (buyer) of the blanket order, can be edited from the original buyer. For the instances, when the original buyer has left the organization or has moved into a different department. And the ownership of the blanket order needs to be taken over by another user.
The creator of the blanket order and Community Administrators (with the Create Blanket Order role) can edit the buyer, by going to the Marketplace module > select Orders > in the Search Order Number field, insert the order number or customize search by utilizing Filters.
Once the order is located, select the order number > the Blanket Order view screen will populate > in the Buyer field, click Edit > a pop-up box will appear > in the Buyer field, select the dropdown to choose the desired user > in the Note field, insert required message > select OK.
Edit Dates
Blanket Order dates can be extended or shortened by editing the Valid From and/or Valid To dates.
Note: Dates can be edited on a blanket order, if all are true:
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The creator (buyer) of the blanket order, the approvers, and Community Administrators (with the Create Blanket Order role) can Edit Dates, by going to the Marketplace module > select Orders > in the Search Order Number field, insert the order number or customize search by utilizing Filters.
Once the order is located, select the order number > the Blanket Order view screen will populate > click More Actions > select Edit Dates > a pop-up box will appear > in the Valid From and/or Valid To date, select desired date(s).
Additionally, the alert date can be updated in the Alert Date field > select OK.
Once completed, a new blanket order number will be generated. Carrying over any existing release orders and invoices.
Increase Amount
The creator (buyer) of the Blanket Order can increase the amount, by going to the Marketplace module > select Orders > in the Search Order Number field, insert the order number or customize search by utilizing Filters.
Once the order is located, select the order number > the Blanket Order view screen will populate > select More Actions > click Edit Amount.
The Edit Amount pop-up box will appear > in the Edit Type field, select Increase Amount > in New Amount field, insert the new amount > insert information in the Justifications fields, if required by the community > select OK.
Once completed, an alert box will appear at the top of the screen confirming the increase amount.
The change will create a new blanket requisition that routes for approval, for the new total amount. Once the increase amount is approved, all existing release orders and invoices will be carried over to the new blanket order number.
To make things easy for suppliers, they are informed of the changes. But can still invoice against the original blanket order number. The invoices will be routed to the most current version of the Blanket Order automatically.
Decrease Amount
A decrease in the amount to a blanket order may be useful to bring the balance of a blanket order down to zero, to close out the order.
The creator (buyer) of the Blanket order can decrease the amount, by going to the Marketplace module > select Orders > in the Search Order Number field, insert the order number or customize search by utilizing Filters.
Once the order is located, select the order number > the Blanket Order view screen will populate > select More Actions > click Edit Amount.
The Edit Amount pop-up box will appear > in the Edit Type field, select Decrease Amount > in New Amount field, insert the new amount > select OK.
Once completed, an alert box will appear at the top of the screen confirming the decreased amount and a new order number will be generated. This change will not be routed for approval because no additional funds were required.
Close a Blanket Order
The creator (buyer) of the Blanket Order, users with the Create Invoices role and Community Administrators (with or without the Create Blanket Order role), can close a blanket order. By going to the Marketplace module > select Orders > in the Search Order Number field, insert the order number or customize search by utilizing Filters.
Once the order is located, select the order number > the Blanket Order view screen will populate > select More Actions > select Close > a pop-up box will appear > in the text box, enter desired message > click OK.
| Note: For additional Blanket Order Overview information, refer to help article Blanket Order Overview. |