Copy a Blanket Order

  • Updated

The functionality to Copy a Blanket Order allows authorized users to quickly duplicate an existing blanket order, eliminating the need to re-enter most details for a recurring order.

 

Authorization

The following users can copy a Blanket Order:

  • The buyer of the Blanket Order.

  • Users with the Create Blanket Order role.

  • Community Administrators.

 

Procedure to Copy a Blanket Order

  1. Locate the Order: Go to the Marketplace module > select Orders. Insert the order number in the Search Order Number field or use Filters to locate the desired order.

 

  1. Initiate Copy: Once the order is located, select the order number > the Blanket Order view screen will populate > select More Actions > click Copy.

 

  1. Review New Requisition: The Create Blanket Order screen will populate, pulling over details from the copied order.

 

Editing and Submission

When the new requisition screen appears, the following key items must be addressed or reviewed:

  • Valid From Date: This date will automatically update to the current date but can be edited if necessary.

  • Valid To Date: You must enter the desired Valid To Date.

  • Other Fields: Fields such as Bill To/Ship To, Default Account Code, and other details can be edited as desired.

  • Submission: Once completed, select Save, and the new Blanket Requisition will be routed for approval.

 

What's Next/Related