Using Blanket Orders
Creating blanket orders for pre-approved funds and drawing down those funds with release orders and invoices.
-
Blanket Order Overview
The Blanket Order feature provides communities with a streamlined way to contract with a single supplier for the provision of unspecified products and services, over a spe...
-
Create a Blanket Order
Blanket Orders (BOs) allow buyers to purchase goods and services repeatedly from a single supplier. Without creating a new Purchase Order for each transaction. This is usef...
-
Edit Blanket Orders
The management and modification of a Blanket Order (BO), is controlled by the Edit Blanket Order feature. That must be enabled for the community. To enable the Edit Blank...
-
Copy a Blanket Order
The functionality to Copy a Blanket Order allows authorized users to quickly duplicate an existing blanket order, eliminating the need to re-enter most details for a recur...
-
Create a Release Order against a Blanket Order
A Release Order is a purchase order submitted against a pre-approved Blanket Order (BO). Its primary function is to draw down funds from the BO's available amount without ...
-
Create an Invoice against a Blanket Order
When a supplier submits an invoice for goods or services delivered against a Blanket Order, authorized users can create the corresponding electronic invoice in Unimarket. ...
-
Accept/Reject an Invoice Submitted against a Blanket Order
Users with access to the Blanket Order (BO)—including the BO creator and those listed in the Available To field—have the authority to view, accept, or reject invoices subm...
-
Create a Retrofit Release against a Blanket Order
A Retrofit Release Order is used to record a transaction that has already taken place against an existing Blanket Order. Because it is a "Retrofit," Unimarket will create ...
-
Blanket Order Credits
The Blanket Order Credits feature allows communities to apply a credit (a negative amount) to a Blanket Order (BO), which increases the BO's Available Funds. This feature ...
-
Release Order Coding/Release Coding Controls Settings
The Enable Release Order Coding setting, managed by the Community Administrator. Determines a buyer's ability to modify the financial coding (account codes) for a Release ...