PUR Blanket PO Release Training

Blanket Purchase Order Release Training
Revised 10/20/2000
Application:
Purchasing
Process:
Direct Enter a Release Against a Blanket Agreement
Objectives:
1. Manually create a Release against a Blanket Agreement
Prerequisites:
1. An approved Blanket Agreement that is still Open
Table of Contents
Creating a Release against a Blanket Agreement.........................................................................2
Account Distribution Information...............................................................................................6
Receiving Controls Information..................................................................................................7
Blanket Agreement Information..................................................................................................8
Release Approval.........................................................................................................................9
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Copyright 2002 BearingPoint, Inc.
All Rights Reserved

Revised 10/20/2000
Creating a Release against a Blanket Agreement

Navigate to:
Purchase Orders>Releases
PO, Rev:
Enter the Agreement number from the List of Values for Release being
created.
Automatically defaults to Release Number
Automatically defaults to todays date, but can be changed to any date
in the future that the Blanket Agreement is still valid.
Automatically defaults to Supplier in Blanket Agreement
Automatically defaults to Site in Blanket Agreement
Automatically defaults to Currency in Blanket Agreement
Automatically defaults from user log on name. Can be changed to
another buyer if required.
Displays Incomplete while the document is being created or modified.
After document is completed and saved, it can be sent on for approval.
The total sum of the release lines amounts.
Choose Firmed to firm your release shipment when you want to
indicate to Master Scheduling/MRP, or your manufacturing application
that is should not reschedule this release shipment automatically.
Choose Acceptance Required to indicate that you want the supplier to
accept your release.
If an acceptance is required, enter the Due By date for the supplier to
Release:
Created:
Supplier:
Site:
Currency:
Buyer:
Status:
Total:
Firmed:
Acceptance Required:
Due By:
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Revised 10/20/2000
Pay On:
Num:
Line:
Shipment:
Org:
Ship To:
UOM:
Quantity:
Price:
Promise:
Need By:
Original Promise:
Country of Origin:
Taxable:
Tax Code:
Charge Account:
return their acceptance.

Optional
Automatically defaults to number.
Enter the actual line number from the Blanket Agreement you wish to
release.
Enter the Ship To organization.
Enter the Ship To location.
Defaults to UOM in Blanket Agreement.
Enter the number of items you want released.
Price will default from Blanket Agreement.
Enter a Promised Date (Optional).
Enter a date the item is needed by.

Defaults to original promise date if the Promise Date is changed
(Optional).
Optional
Choose this box if item is taxable (Optional).
Enter tax code if required (Optional).
This account will be automatically created based on the account
generator.
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Revised 10/20/2000
Receipt Close Tolerance

%:
Invoice Close
Tolerance %:
Match Approval Level:
Invoice Match Option:
Accrue at Receipt:
Firm:
Automatically defaults to agreement percent, but can be changed.

Automatically defaults to agreement percent, but can be changed.
Defaults to invoice/receipt matching level in agreement, but can be
changed.
Defaults to what is entered on agreement, but can be changed.
Indicates type of accrual, but can be changed.
Choose if Planning should not reschedule shipment during the next
MRP run.
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All Rights Reserved

Revised 10/20/2000
The Status form displays the current status of this shipment line: the quantity originally ordered,
received, cancelled, and billed to-date.
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Revised 10/20/2000
The Item form defaults to the item number, description and category from the Blanket Agreement.
These fields can not be changed.
Account Distribution Information
You can update the account distribution information by clicking on the Distributions Button.
Num:
Defaults to sequential number.
Source:
For scheduled releases only, enter the Source (the planned purchase
order distribution you want to release).
Type:
Defaults to destination in Blanket Agreement, but can be changed.
Requestor:
Enter the requestor for this shipment (Optional).
Deliver-To:
Enter the destination location for this shipment (Optional).
Subinventory:
Enter the subinventory destination for this shipment (Optional).
Quantity:
Defaults to the quantity ordered in this release.
Charge:
The charge account information is automatically generated by the
account generator.
Receiving Controls Information
Page 6 of 10
All Rights Reserved

Revised 10/20/2000
If you click on the Receiving Controls button you can see what controls are in place for the receipt of
this shipment.
Blanket Agreement Information
Page 7 of 10
All Rights Reserved

Revised 10/20/2000
If you choose the Agreement Button, you can see the details of the Blanket Agreement you are
creating the release against.
Release Approval
Once you have completed entering all the necessary information, be sure to save your work.
Page 8 of 10
All Rights Reserved

Revised 10/20/2000
Click on the Approve button when the release has been completed and saved.
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Revised 10/20/2000
Click on the OK button for the Release to move through the approval workflow, and the status will
change to Approved if the blanket purchase order has been approved.
Note: R2i does not have an approval hierarchy set up and the Document Types are defined so that the
preparer can approve his own document. If an approval hierarchy is set up and used you can do the
following:
1. The completed releases can be submitted to an approver for approval through a hierarchy.
2. The approver can use the Approve Documents form to approve, forward, reserve, accept
or reject submitted releases. Before approval, the release can be viewed or modified by the
approver. A rejected request returns to the requester.
The Forward option allows an approver to forward the selected document awaiting
approval to a new approver. Optionally a designated administrator can use the Enter
Signature Approvals form to update the approval status of documents when the designated
approver does not have access to Oracle Purchasing.
3. Purchase Orders returned as not approved can be modified by the requester and re-submitted
for approval from the Requisitions form. The requestor can also cancel the document
though the control options in the Purchase Orders Summary form.
Page 10 of 10
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PUR Blanket PO Release Training

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Blanket Purchase Order Release Training

Direct Enter a Release Against a Blanket Agreement

1. Manually create a Release against a Blanket Agreement

1. An approved Blanket Agreement that is still Open

Blanket Purchase Order Release Training

Creating a Release against a Blanket Agreement

Blanket Purchase Order Release Training

return their acceptance.

Enter a date the item is needed by.

Blanket Purchase Order Release Training

Receipt Close Tolerance

Automatically defaults to agreement percent, but can be changed.

Blanket Purchase Order Release Training

Blanket Purchase Order Release Training

Blanket Purchase Order Release Training

Blanket Purchase Order Release Training

Blanket Purchase Order Release Training

Blanket Purchase Order Release Training

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