Blanket Order Credits

At times, communities may need to apply a credit to a new Blanket Order. To do so, the Blanket Order Credits must be enabled.

To enable the Blanket Order Credits setting, please reach out to your Unimarket Customer Success Manager.

Once the Blanket Order Credit invoice (negative amount) is submitted against the Blanket Order, an Invoice Acceptance task will generate for the Available To member(s) to accept and apply the credit against any Retrofit Release Order (a by-product of the credit) of the Blanket Order.

Upon acceptance, Unimarket will add back the credit to the Available Funds of the Blanket Order.

The Blanket Order Credit setting must be enabled before a credit against a Blanket Order is created. To ensure, the credit funds are included in the Available Funds of the Blanket order.

If the community has an existing Blanket Order and desires credit funds to be included in the Available Funds, a new version of the Blanket Order must be created. By copying the existing Blanket Order or recreating a new Blanket Order with the same details.

Create Blanket Order Credit

Users with the Create Invoices role can create a blanket order credit invoice, by going to the Marketplace module > select Orders > in the Search Order Number field, enter the desired Blanket Order number. Or customize search by selecting Filters > in Order Type field, select Blanket > click Apply Filter.

The Invoice screen will populate > in the Invoice Number field, enter the new credit invoice number. This credit invoice number must be unique. Duplicate invoice numbers will result in an error. If the user need to use the same invoice number, we recommend appending a "C" to the end of the original invoice number, indicating the credit.

Insert the invoice date in the Invoice Date field > In the Item field, insert the item you desire to credit. To add additional lines to credit, click Add Lines. 

• In the Quantity field, enter a NEGATIVE quantity indicating number of items credited.
• In the Unit Price field, enter a POSITIVE dollar amount.
• If you are crediting shipping, enter the shipping as a NEGATIVE dollar amount in the Shipping field under the Subtotal field.

Once completed, select Submit Invoice. 

The submitted credit will go into a Pending Initial Acceptance, awaiting the Available To users to accept and apply credit to the Available Funds. 

Accept/Reject Credit

The Available To users of the Blanket order will receive an Invoice Acceptance task to Accept/Reject the credit. 

To accept/reject the credit, go the Tasks menu > select Tasks tab > click Invoices. 

The Accept/Reject Invoices screen will populate > locate the invoice number in the list or customize search by utilizing the Blanket Order Number field. Once located, select Accept/Reject.

The specific credit screen will populate. In the Order Search field, select the dropdown to choose the Release Order to credit > in the Reason field, insert the desired message > select Accept, Reject or Cancel (no action will occur).

Once a Credit Invoice has been Accepted, the Finds Available will updated to include the Credit Invoice amount.

Invoice credits submitted against Blanket Order, will perform as follows:

• • If the invoice total is a negative (i.e. a credit) the available funds on the Blanket Order will increase
  • If Include Shipping and Include Tax are enabled by the community, Unimarket will credit the Invoice Total back to the Blanket Order.
  • If Include Shipping is enabled, and Include Tax is disabled by the community, Unimarket will credit the Invoice Subtotal and the Shipping value to the Blanket Order.
  • If Include Shipping and Include Tax are disabled, Unimarket will credit the Invoice Subtotal only to the Blanket Order.

Order Export

Users without a specific role, can view the Blanket Order Available Funds utilizing the Order Export feature. The Blanket Order report includes the requisition number and users (enabled and disabled) listed in the Available To field of the Blanket Order.