Create a Release Order Against a Blanket Order

  • Updated

A Release Order is a purchase order submitted against a pre-approved Blanket Order (BO). Its primary function is to draw down funds from the BO's available amount without requiring a new approval process.

Release Orders can be created for goods and/or services from the assigned supplier using items from the hosted catalog, Non-Catalog forms, and/or Roundtrip.

 

Authorization/Notifications

  • Release Orders can be submitted by:

    • The creator of the Blanket Order.

    • Users listed in the Available To field on the Blanket Order.

  • The following users assigned the same org unit listed on the Blanket order, will receive release order email notifications:

    • User listed as an Available To, on the blanket order.

    • Creator of the Blanket Order and

    • User who created the release order.

 

Create a Release Order (via Hosted Catalog)

This method is used when purchasing standard items available within the supplier's catalog on Unimarket.

  1. Locate Supplier: Go to the Marketplace module > in the Find Supplier field, insert the desired supplier name.

  2. Access Catalog: Hover over the supplier card and click Catalogs.

 

  1. Add to Cart: Select the desired item(s) from the supplier catalog > click Add to Cart.

  2. Go to Checkout: Select the Cart icon in the upper right corner to access the Shopping Cart screen > select Checkout.

  3. Link to BO: On the Checkout screen, insert all applicable information and scroll down to the Blanket Order field. Select the dropdown and choose the desired Blanket Order number.

  1. Submit: Select Checkout at the bottom of the screen.

The release order number will be assigned and will not route for approval.

 

Create a Release Order (via Non-Catalog)

This method is used when purchasing services or non-catalog items that need to draw down funds from the BO.

  1. Locate Supplier: Go to the Marketplace module > in the Find Supplier field, insert the desired supplier name.

  2. View Supplier: Hover over the supplier card and click View Supplier.

 

  1. Create Non-Catalog: On the desired supplier detail screen > in the Create icon dropdown > click Non-Catalog.

  1. Complete Form: The Non-Catalog screen will populate. Insert required information in the fields marked with a red asterisk.

  2. Link to BO: Proceed to the Checkout screen, insert all applicable information, and scroll down to the Blanket Order field. Select the dropdown and choose the desired Blanket Order number.

  1. Submit: Select Checkout at the bottom of the screen.

The release order number will be assigned and will not route for approval.

 

What's Next/Related