Report Type - Unimarket Blanket Order Report

  • Updated

The Blanket Order report provides a comprehensive view of all standing or "open" purchase orders within your community. Blanket orders are typically used for recurring services or high-volume supplies where a specific dollar limit is authorized for a set period; rather than a one-time purchase.

 

Purpose of the Report

This report is the primary tool for managing high-value, long-term supplier relationships. It allows users and administrators to:

  • Monitor Budget Consumption: Track "Funds Available" versus the original "Value" to prevent overspending.
  • Track Expiration: Monitor "Valid To" dates to ensure services aren't interrupted and renewals are initiated on time.
  • Audit Spend: See which Organization Units and Buyers are utilizing specific standing agreements.
  • Sample report: Unimarket Blanket Order Report Example

 

Best Practices for Blanket Order Management

  • Budget Alerts: Use the Funds Available column to identify orders that are nearly depleted. If the funds are low but the "Valid To" date is far in the future. You may need to initiate a Change of Order to increase the value.
  • Year-End Cleanup: Run this report at the end of the fiscal year to identify and close out blanket orders that are no longer needed. Releasing any "encumbered" funds back into the budget.
  • Supplier Reviews: Compare the "Value" against "Funds Allocated" to determine if your standing agreements are being utilized as expected. Or if the authorized amounts should be reduced in the next cycle.

Note: Because blanket orders often bypass the standard "Receiving" process (depending on your configuration), this report is your primary method for auditing spend against these specific agreements.

 

Report Logic

  • Inclusions: Only includes orders identified as "Blanket Orders" that have a "Valid From" date falling within your selected date range.
  • Visibility: The report includes the current state of the order (e.g., Active, Expired, or Closed) to help prioritize which orders need attention.

 

Report Columns and Definitions

Column Name Description
Blanket Order Number The unique identifier for the standing order.
Change of Order Number If the order has been amended, this shows the most recent version ID.
Description / Details The title and scope of the agreement.
Buyer / Org Unit The individual and department responsible for the order.
Supplier / Supplier ID The vendor name and their ERP system identifier.
Valid From / To Date The authorized date range for using this blanket order.
State The current status (e.g., Active, Fully Invoiced, or Expired).
Value The total authorized amount for the life of the order.
Funds Allocated The amount currently tied to pending or completed invoices.
Funds Available The remaining balance available to be spent (Total Value - Funds Allocated).
Account Code The General Ledger (GL) code where the spend is being recorded.
Available To Lists the users or groups who are authorized to use this blanket order for purchasing.