Edit a Blanket Order

Once you click Save on the Blanket Order New screen, new tabs appear and some of the fields on Main and Details tabs change. See the topic on the Blanket Order (TMS Enterprise) standard form for full descriptions of each of the fields on that form and many of the fields that appear on custom forms for the Blanket Orders module.

If you are not already in Blanket Order Edit, go to Purchasing > Blanket Orders > Edit and typing in the number of the blanket order to which you want to add a line item. You can also go to Purchasing > Blanket Orders > Query, and search for the blanket order, if you don't know the Blanket Order Number.

Main Tab

BO Number	The BO Number is automatically generated by TMS and cannot be changed.
Description	This is the first field that can be edited. If it is necessary to update the description of this blanket order, type in the description updates.
Change Order	This field cannot be modified. If there are change orders associated with this blanket order, this number will reflect the number of change orders associated with it. Otherwise, it will be "0".
Segment	This is the database segment where this blanket order is located. This field cannot be modified.
Buyer Resource / Buyer Name	If you need to update the resource or other party associated with this blanket order as the "buyer", select the new resource from the drop-down menu or manually enter the buyer into the Buyer Name text field.
Ship To	If you need to update which warehouse the goods should be shipped to, select a different warehouse from the drop-down menu.
Account	If you need to update the account that will be charged for this blanket order, select a different account.
Status / Sub Status	When a blanket order is created, its Status/Sub Status combination is PENDG/READY, by default. This cannot be modified until after the blanket order is saved. If you need to change the Status/Sub Status, select new codes from the drop-down menus. See below for a note about blanket order statuses.
External PO	Use this field if you have an additional PO associated with this blanket order that is not included in the TMS database. If this is the case, enter the external PO's number.
Vendor ID	If you need to change the vendor associated with this blanket order, enter a different ID into the field, or click the Lookup button to search for a different vendor.
Tax	This is the Tax code that applies to this blanket order. If you need to update the applicable Tax code to use, select a code from the drop-down menu.
Terms	If you need to change the terms for this blanket order, select a different terms code from the drop-down menu.
FOB	If you need to change when the title to the goods associated with this blanket order will be passed, select a different FOB code from the drop-down menu.
Ship Via	If you need to change the method of shipping for the goods associated with this blanket order, select a different shipper code from the drop-down menu.
Shipping Cost	If you need to update the cost of shipping the items listed on this blanket order, enter the updated cost.
Misc Cost	If you need to update the miscellaneous costs associated with this blanket order, enter the update cost.
Total Cost	This is the sum of the cost of all line items on this blanket order, as well as the Shipping Cost and Misc Cost.

About the Blanket Order Statuses

There are five blanket order Status codes are predefined in TMS. They are:

PENDG - Pending. The default status of all new blanket orders.
ISSUE - Issued. The blanket order has been issued to the vendor.
CANCL - Canceled. This blanket order has been canceled.
CMPLT - Complete. The materials have been received.
CLOSE - Closed. This is usually assigned to the blanket order after payment has been made. Purchase orders in a status of Closed can't be edited.

If authorizations have been set up in Setup > Purchasing > Status Change Authorization, then only authorized persons can make changes to the blanket order's Status and Sub Status.

Any authorized person can make changes directly to a blanket order until the Status has been changed to ISSUE. Afterward, changes can be made only with a change order.

As you edit your blanket order, keep the following rules in mind:

You can only change a Pending blanket order Status to Issued or Canceled.
You can only change a Pending blanket order Status to Issued if there are no line items.
You can't change a blanket order with a Status of Issuedto Pending.
You can't change a blanket order's Status to Canceled if any line items have been received.
If you change a blanket order's Status to Complete and the Sub Status to Changes are allowed, you cannot add or edit any line items. However, you can edit other fields on the blanket order.
Once the blanket order's Status is set to Complete, it's understood that your organization received the line items and that these line items can't be changed.

Details Tab

User Defined Fields	If you need to add or modify information to any of these 10 fields, enter the new or updated information into the appropriate field.
Special Terms	If you need to add or modify special terms that apply to this blanket order, enter the new or updated terms into this field.
Notes	If there are additional notes you need to add for this blanket order, enter the new or updated notes into this field.
Receiving Instructions	If there are receiving instructions that apply to this blanket order, enter the new or updated instructions into this field.
Date Originated	This is the date and time that this blanket order was created. This date cannot be changed.
Date Needed	If you need to add or change the date by which this blanket order needs to be completed, change the date in this field.
Status Date	This the date and time of the last status change for this blanket order. This date cannot be changed.

The Line Items and Released Purchase Orders Tabs

For information on the Line Items and Released Purchase Orders tabs in Blanket Order Edit, see the Adding and Updating Line Items topic and the Releasing a Blanket Order topic.