Chapter 84. "Blanket" Orders

Table of Contents

Example
More details about blanket orders

"Blanket" orders allow staff to invoice an encumbered amount multiple times, paying off the charge over a period of time. The work flow supported by this development assumes staff does not need to track the individual contents of the order, only the amounts encumbered and invoiced in bulk.

Example

  1. Staff creates PO with a Direct Charge of "Popular Fiction 2015" and a charge type of "Blanket Order".
  2. The amount entered for the charge equals the total amount expected to be charged over the duration of the order.
  3. When a shipment of "Popular Fiction" items arrive, staff creates an invoice from the "Popular Fiction 2015" PO page and enters the amount billed/paid for the received shipment under the "Popular Fiction 2015" charge in the invoice.
  4. When the final shipment arrives, staff select the Final invoice for Blanket Order option on the invoice screen to mark the PO as received and drop any remaining encumbrances to $0.

    1. Alternatively, if the PO needs to be finalized without creating a final invoice, staff can use the new Finalize Blanket Order option on the PO page.