As a Community Administrator, you can use the following step-by-step procedure to troubleshoot common issues that prevent a Buyer (the order creator) from modifying the financial limits (Amount) of a Blanket Order (BO). These issues typically stem from incorrect user roles, inactive supplier status, or poor order linkage.

Step 1: Validate Buyer Authorization

The Buyer must possess the specific role required to manage and modify Blanket Orders.

• Navigate: Go to the Administration module > Users.

• Locate: Find the Buyer linked to the Blanket Order and select Edit.

• Examine: Review the Roles field. Confirm that the Create Blanket Order role is designated.

• Fix: If the role is missing, assign the Create Blanket Order role and click Save.

   

Step 2: Confirm Supplier Profile Status

The associated supplier's profile must be active and connected for any transaction modifications.

• Navigate: Go to the Administration module > Suppliers.

• Locate: Find the respective supplier.

• Ascertain: Verify that the supplier's profile status is Connected.

• Fix: If the profile is disconnected, select the supplier's name > click More Actions > select Connect.

Step 3: Audit Supplier Buyer Group Assignment

The supplier must be correctly mapped to the buyer's organization to ensure access and permissions are inherited correctly.

• Navigate: Go to the Administration module > Suppliers > click the supplier's name.

• Select: Choose the Settings tab.

• Review: Examine the Buyer Groups field. Ensure the required buyer group is assigned.

• Fix: If the buyer group is not assigned, click the Buyer Groups field > select the correct buyer group > click Save.

Step 4: Inspect Blanket Order Expiry Date

An expired order will prevent any amount modifications.

• Navigate: Go to the Marketplace module > Order.

• Locate: Find the Blanket Order.

• Examine: Check the Valid To Date field. Ensure the date is current and has not passed.

• Fix: If the date has passed, the Buyer (creator) must edit the Valid To Date to a future date.

Step 5: Ensure Accurate Supplier Profile and Order Association

The system requires a definitive link between the BO and the supplier's master profile for transactional integrity.

1. Duplicate Supplier Identifier: Copy the supplier name exactly as it is shown on the Blanket Order.

2. Search Supplier Records: In the Administration module > Suppliers, paste the name into the search function and find the corresponding supplier record.

3. Confirm Transaction History: Access that specific supplier profile, go to the Transactions tab, then the Orders tab, and check for the Blanket Order number.