A Release Order is a standard purchase order submitted against a pre-approved Blanket Order (BO). Its primary function is to draw down (subtract) funds from the BO's available total. A Release Order does not require any further approval since the parent Blanket Order was pre-approved.
Procedure to Create a Release Order
Find Products/Services: Locate the desired products or services in the Marketplace (refer to Locate Products in Marketplace for guidance).
Add to Cart: Add the items to the Shopping Cart (refer to Add Items to Cart - Hosted/Roundtrip Catalogs for guidance). Then, click the cart icon in the top right of your screen to view your cart.
Checkout: Review the products and click Checkout to proceed.
Link to Blanket Order: On the Checkout screen, locate the Blanket Order drop-down menu (located at the bottom of the items table). Select the desired Blanket Order number from the list (the most recent one will appear at the top).
Complete Checkout: Enter the rest of the required information as per the normal checkout process (refer to The Checkout Process for guidance).
Submit: Select Checkout. The value of the resulting Release Order will be subtracted from the Blanket Order total.
Note on Account Coding (Release Order Coding Controls)
The accounting flexibility on the Release Order is determined by the Release Order Coding Controls setting (managed by the Community Administrator):
All: Users can select any other account code they have access to, outside of the account code designated on the parent Blanket Order itself.
Limited: Users can only select from the account codes already established on the Blanket Order, but they can apply a different percentage split across those codes.