This guide provides steps for Community Administrators to identify and resolve issues preventing a blanket order (BO) from being linked to a requisition on the Checkout screen. The problem typically occurs when the BO creator or an assigned "Available To" user attempts to link the order.
Step 1: User Assignment Verification (Creator or Available To)
Problem: The user attempting to link the BO is not properly authorized.
Action: Go to the Marketplace module > Orders > locate the BO.
Check: Confirm the user is listed in the Buyer (creator) or Available To field.
| Check | Status | Resolution |
|---|---|---|
| User Listed? | No | The user cannot link the BO. |
| Request the blanket order creator or an assigned Available To user to take action. |
Step 2: User Buyer Group Assignment
Problem: The creator or Available To user is not assigned a buyer group.
Action: Go to the Administration module > Users > locate the user > select Edit.
Check: Ensure a desired buyer group is listed in the Buyer Group field.
| Check | Status | Resolution |
|---|---|---|
| Buyer Group Assigned? | No | Add the desired buyer group to the user's profile. |
Step 3: Supplier Buyer Group Alignment
Problem: The supplier's buyer group does not match the user's buyer group (from Step 2).
Action: Locate the BO > click the hyperlink of Supplier's name (underneath the order number) > go to the Settings tab on the supplier's profile.
Check: Verify the buyer group(s) in the supplier's Buyer Groups field are the same as the user's buyer group.
| Check | Status | Resolution |
|---|---|---|
| Buyer Groups Match? | No | Ensure both the user and the supplier are assigned the same buyer group. |
Step 4: Supplier Profile Connection Status
Problem: The supplier's profile is disconnected from the community.
Action: Locate the BO > click the Supplier's name > click More Actions.
-
Check:
If Disconnect appears, the supplier is connected.
If Connect appears, the supplier is disconnected.
| Check | Status | Resolution |
|---|---|---|
| Supplier Connected? | No (Connect appears) | Research if the supplier's profile can be re-connected. A disconnected supplier prevents the BO from being linked. |
Step 5: Blanket Order Valid To Date
Problem: The Valid To Date on the blanket order has passed.
Action: Go to the Marketplace module> Order > locate the BO.
Check: Review the Valid To Date field.
| Check | Status | Resolution |
|---|---|---|
| Date Passed? | Yes | The BO creator can edit the Valid To Date to a current or future date. |
Note: For additional information, refer to help article Edit Blanket Orders.
Step 6: Supplier Name/Profile Mismatch
Problem: The blanket order is tied to a supplier profile with a similar, but incorrect, name.
Action A (Verify BO Supplier Name): Locate the BO > Copy the supplier name at the top of the BO.
Action B (Verify Supplier Profile): Go to the Administration module > Suppliers > Paste the copied supplier name in the Search field > click Search.
Action C (Check BO Link): Select the supplier profile > click the Transactions tab > select the Orders tab.
Check: Locate the blanket order number in the list.
| Check | Status | Resolution |
|---|---|---|
| BO Number Appears? | No | The BO is linked to a different supplier profile with a similar name, and does not match the profile you are viewing. |
| A new blanket order must be created. Ensure the BO creator selects the correct supplier profile in the Supplier field when creating the new BO. |