The management and modification of a Blanket Order (BO) is controlled by the Edit Blanket Order feature, which must be enabled for the community (contact your Unimarket Customer Success Manager to enable it).
Editing access in the Available To field, does not require the "Edit Blanket Order" feature to be enabled.
Impact of Edits on Order Numbers
Changes made during the approval process: The original requisition will continue to move forward to become a release order.
Changes made after the release order is created (Dates or Decrease Amount): A new blanket order number will be generated, and all existing release orders and invoices will automatically carry over to the new number.
Changes to Increase Amount: Creates a new blanket requisition for the increase, and once approved, all existing transactions carry over to the new BO number.
Modifying Access and Ownership
| Action | Authority | Procedure |
|---|---|---|
| Edit Access (Available To) | BO Creator (Buyer) and Community Administrators (with or without the Create Blanket Order role). |
1. Navigate to 3. In the pop-up, insert the desired user(s) in the Available To field > select OK. |
| Edit Buyer | BO Creator (Buyer) and Community Administrators (with the Create Blanket Order role). |
Used to transfer ownership (e.g., if the original buyer leaves). 1. Navigate to 3. In the pop-up, select the new user in the Buyer field dropdown > insert a required message in the Note field > select OK. |
Editing Dates
The ability to Edit Dates on a Blanket Order (BO) is conditional. The dates (Valid From and/or Valid To) can only be edited if all of the following prerequisites are TRUE:
Editing Status: The order is not currently being edited (e.g., there isn't an open requisition awaiting approval to increase the limit).
Order State: The order state is currently Open.
Feature Enabled: Both the Blanket Orders and Edit Blanket Orders features are enabled.
User Authority: The action is performed by the creator of the Blanket Order or a Community Administrator (with the Create Blanket Order role).
Supplier Status: The supplier is not disabled.
Buyer Group Match: The user and supplier share a buyer group.
Supplier Connection: The supplier is Connected.
Transaction Dates: Release orders/invoices against the blanket order are after the desired Valid From date.
| Editable Field | Procedure |
|---|---|
| Valid From/To Dates |
1. Navigate to 3. In the pop-up, select the desired date(s) in the Valid From and/or Valid To fields. 4. The Alert Date can also be updated here > select OK. |
Modifying the Amount
Only the creator (buyer) of the blanket order can increase or decrease the amount.
Increase Amount
Navigate to
Marketplace>Orders> Locate the order.Select the order number > More Actions > click Edit Amount.
The Edit Amount pop-up appears > in Edit Type, select Increase Amount.
Insert the new total amount in the New Amount field.
Complete the Justifications fields (if required by the community) > select OK.
The change creates a new blanket requisition for the new total amount, which is routed for approval. Once approved, existing transactions carry over to the new BO number. Suppliers are notified but can still invoice against the original BO number.
Decrease Amount
Navigate to
Marketplace>Orders> Locate the order.Select the order number > More Actions > click Edit Amount.
The Edit Amount pop-up appears > in Edit Type, select Decrease Amount.
Insert the new, lower amount in the New Amount field > select OK.
This change generates a new order number but will not be routed for approval (as no additional funds are required). This is often used to bring the balance down to zero for closing the order.
Closing a Blanket Order
Closing a BO prevents any further transactions against it.
| Authority | Procedure |
|---|---|
| BO Creator (Buyer), users with the Create Invoices role, and Community Administrators (with or without the Create Blanket Order role). |
1. Navigate to 2. Select the order number > More Actions > select Close. 3. In the pop-up box, enter a desired message in the text box > click OK. |