Prerequisites
Access to the Order module in ProcureDesk.
Ensure you have the Blanket POs settings activated.
Steps to Enable Blanket POs
Login and switch to the Admin section.
Go to Configurations > Manage Privileges.
Open the privilege that should be able to create blanket POs, and click on Edit (pen icon).
Under the "Orders" section, check the Blanket Order option and save.
Steps on creating rate-based Blanket POs
Navigate to the Orders page and click on New Order > Blanket.
In the "Blanket Options" menu, select Rate-Based.
Click on + Add Item to include at least one item line (this is required to proceed).
In the Rate field, input the rate. For example, if a service is charged at $50 per hour enter $50 in the rate field and hour (Hr) in the UOM field.
You will still need to enter the Amount for which you want to create the blanket PO.
There are two fields labeled, Amount and Vendor Amount. Here is the definition for the same.
Amount: Enter the amount for which you are requesting approval.
Vendor Amount: If you do not want to print the approved amount on the PO, enter the amount you wish to display to the vendor.
If the amount is not different, you can put the same amount or zero in this field.
Once all the necessary details are filled in, click Submit to finalize the order.
FAQs
What happens if I enter an incorrect rate?
You can always edit the PO before submitting it or withdraw it for corrections after submission.