Creating partial order blanket orders

Create a partial order blanket order and indicate the quantities of the part or service to be added for each generated purchase order line.

Note: You can only create partial order blanket orders when the blanket order has a system status of Approved and when there are no line-level errors.

To create partial order blanket orders:

  1. Select Purchasing > Blanket Orders.
  2. Select the blanket order from which to create a partial order, and then click the Partial Order tab. The system automatically populates Maximum Value, Released Value, and Remaining Value.
  3. Specify this information:
    Select
    Select to add the blanket order line item to the purchase order.
    Note: You must select at least one blanket order line item to create a purchase order. To select all the blanket order line items at once, check Select. To unselect all the line items at once, uncheck Select.
    Purchase Qty.
    Specify the quantity of parts/hours of service to be purchased.
    Work Order
    Specify the work order to associate with the blanket order line.
    Activity
    Specify the activity to associate with the blanket order line.
    Note: If the line type is SF (Fixed price) or ST (Hours from service), then Work Order and Activity are required.
    Equipment
    Choose one of these options if the work order is a multiple equipment work order:
    • Specify a specific equipment to which to distribute the cost.
    • Specify All Equipment to evenly distribute the cost to each equipment record on the work order.
      Note: The system does not allow you to select All Equipment for parts on the blanket order line that are tracked by asset.
    • Specify WO Header Equipmentto distribute the cost to the equipment on the work order header only.
  4. Click Create Purchase Order. Follow the steps for "Creating Purchase Orders from a Blanket Order."
    Note: You must select at least one blanket order line item to create a purchase order.

    You cannot create a purchase order that exceeds your preset monetary limits for creating and/or approving purchase orders. You cannot create a purchase order from a blanket order with service lines without a work order.