How to Create a Blanket Order
Description: This form consists of a main window and eight additional windows, which
you use to enter information to create or modify (in-process), blanket
orders. You must create a blanket order independent from any requisit ion.
Form Name/Direct Access: FPABLAR
Menu: Purchase Order Processing Menu *FINPO
Navigation: Products Menu
Finance System Menu
Purchasing and Procurement System Menu
Purchase Order Processing Menu
Blanket Order Form
The flashlight icon provides a list of valid entries for applicable fields and fields with
blue text can be double-clicked to get a list of valid entries.
1. Select Blanket Order Form.
Order: Code representing a blanket order (BO). There are two actions
possible. If you are entering a new BO, enter Next to have the
system generate a number for you. If you wish to retrieve an
established incomplete BO, enter the number here or use the search
icon (flashlight), F9 from the keyboard or List from the Help menu
to initiate a query. Execute a query to see the possible BOs (click
the Execute Query button on the tool bar, F8 from the keyboard or
select Execute from the Query menu). Double click to select the
Amount: Total amount of the BO. Will populate once the BO is created.
Vendor: Code representing the vendor supplying the goods/services. Enter
the vendor number of the vendor to whom the blanket order is
being issued. If you do not know the number, do a search.
2. Next Block (use ctrl page down, the toolbar button or on the main menu,
select Block then Next).
This is the Blanket Order Header Information window. It is used to establish or
review the BO details and buyer information for a new or existing (in-progress)
Order Date: Date the BO was entered. Defaults to current date but can
be overwritten with a different date. This is a required field.
Date: Date the BO is no longer effective. The date must be
greater than the current date. This is a required field.
Buyer Code: Code and name of the buyer granted purchasing authority
on the BO. This is a required field.
Discount Code: Not used.
Ship Code: Enter the room number to which the goods are to be
shipped or use the search for valid entries. This is a
Additional Amount: Additional amount to be added to individual commodity
items (or to the total extended cost of the blanket order) to
allow for surplus charges such as shipping.
Pull down menu
(Untitled): Specifies dollar limits on a blanket order.
Document Control at Total - The dollar limit is applied to
the blanket order as a whole.
Document Control at Item - The dollar limit is applied to
each item you attach to the blanket order.
Document Text: This box will indicate if document text exits. If you wish to
attach text or modify existing text, select Document Text
from the Options menu at the top of the screen to enter
document text. Save and Exit when complete.
3. Next Block
This is the Blanket Order Commodity Data window. Doing a Next Block after
either of the previous windows can access this window.
Item: Line item number of the commodity as it appears on the document.
It displays with the Of field, for example, item 7 of 9.
Of: Maximum number of items on the document. It displays with the
Item field, for example, item 7 of 9.
Commodity: Not used. Leave blank.
Desc: Description of item for which the BO is being completed. This is a
U/M: Code representing the unit of measure of the item. This is a
Desc: Description of the unit of measure.
Add: Not used. Leave blank.
Quantity: Quantity of the item ordered. Calculates with the Unit Price to
establish the Extended Amount.
Unit Price: Price per unit of the item. Calculates with the Quantity to establish
the Extended Amount.
Amount: Total cost of the item calculated by Quantity multiplied by Unit
Text Usage: Pull-down list identifies which text associated with an item should
print. Values are:
Standard - Print standard text (default).
Modified - Print the text that has been modified using Document
Text on the Options menu at the top of the screen.
Ignore - Do not print any text.
Text Exists: Not used. Field defaults to N.
Text Exists: Checkbox that indicates whether text exists with this line item. Y -
Yes Text exists with this line item or N - No Text does not exist
with this line item. To enter Line Item Text, select this option from
the Options menu at the top of the screen.
Suspense: Checkbox indicates whether this item is in suspense.
4. To add/review additional items, use the down arrow on the keyboard.
Repeat for each item.
5. Select Shipping Information from the Options menu at the top of the
screen (Optiona l).
This is the Shipping Detail window. Use this window to enter optional additional
relevant information for the blanket order.
Order Date: Date the BO was entered. This field will populate when the
BO is completed.
FOB Code: Code representing the point at which the university owns
the goods. Use FOB Destination.
Tax Group: Code and title of the group of tax rates that should be
applied to this order. If you do not know the vendor’s tax
group, do a search.
Class Code: Not used. Leave blank.
Currency Code: Code and description of currency used to pay the vendor
invoice. There are only two options, Canadian (CDN) and
US (USD). This field is only to be used for USD. If the
vendor is Canadian, do not enter anything in this field.
For any other currency, leave blank.
Stock Items: Not used. Leave unchecked.
6. Select Blanket Order Vendor from the Options menu at the top of the
This is the Vendor Information window. You may change the Address code or the
Sequence No for this document. The remaining fields are display only.
Address: Code representing the vendor address type.
Sequence No: Address type sequence number.
State/Prov, Zip/PC: Address of the vendor. Populates based on address and
sequence # combination selected.
Contact: Name or title of the primary contact for the vendor.
Populates based on address and sequence # combination
Phone: Area code and phone number of the vendor. Populates
based on address and sequence # combination selected.
Ext: Phone extension of the vendor. Populates based on address
and sequence # combination selected.
7. Select Blanket Order Vendor Ship Address from the Options menu at the
top of the screen (Optional).
This is the Vendor Shipping Information window. This is a display only window
that shows the shipping location information for the commodities on this blanket
order. All fields populate based on the Ship Code entered on the Blanket Order
Header Information window.
Ship Code: Code representing the location of delivery.
Address: Street address of the location of delivery.
Building: Building name or number at the location of delivery.
Floor: Floor number of the location of delivery.
City: City of the location of delivery.
State/Prov: State or province of the location of delivery.
ZIP/PC: ZIP or postal code of the location of delivery.
Contact: Name or title of the primary contact at the location of delivery.
8. Next Block.
This is the Completion window. It is used to complete the BO or put it process for
completion at a later time.
11. Select Complete to finish the BO or In Progress to leave it incomplete for
12. Once the BO has been completed, you are returned to the starting screen
and a message is displayed at the bottom of the screen confirming the
13. Enter the next BO or Exit the form.