What Does This Procedure Do?
This procedure is used to register incoming blanket orders received from customers.
A blanket order is an order where you have an agreed quantity and price for a part for a certain period of time. Based on this blanket order you then call off quantities from the order. When a blanket order has been registered, you can register the customer order for this blanket order. The quantity is deducted (called-off) when orders are placed and the current called quantity is shown under Extra info on the blanket order. The price and discount entered on the blanket order is transferred to the customer order (the order where you make a call from the blanket order). On the call order you can see to which blanket order the call is linked.
Deliveries are made in the Delivery Reporting procedure. You can print a list of the current order backlog using the Order List - Sales procedure.
In order to use blanket orders in the Sales module you must activate the setting Activate blanket order, under Orders / Quotes under the Sales tab in the Settings procedure.
Register a New Blanket Order
The registration window is divided into a heading row and two tabs called Main and Rows. In the heading row you select a customer when you register a new blanket order. Under the Main tab you enter a date interval. The entered interval determines between which dates the customer order will be linked to this blanker order. This interval has nothing to do with valid delivery dates. When registering a new order, you can enter an optional order number. The order number can consist of both digits and letters (alphanumerical), and can contain up to 10 characters.
It is also possible to use the automatic numbering system but then the order number will consists only of digits. Blanket orders in the Sales module use a separate order number series, please see the Number Series procedure.
Several rows can be entered on the same blanket order as long as the validity period is the same. However, a part number can only occur once. A check is made when saving to see if a previous blanket order exists for the customer and part within the same validity period. If so, a warning appears. If several orders exist you cannot save since it is not allowed to have more than one blanket order per customer and part within the same validity period.
When calling of an order, this will be registered as a customer order. The blanket order number that is valid when the customer order is registered will be set automatically on the order row. Normal price management will not be made on such customer orders but the price and discount is inherited from the blanket order. Via the Info menu, in the Register Customer Order procedure, you can unlink a customer order row from a blanket order.
Under the Activities tab you can register activities and log e-mail conversations regarding the order.
Change Date on Customer Orders Linked to a Blanket Order
If the order date is changed in the order header of a customer order that is linked to a blanket order, one or several rows can be linked to another blanket order. If so, a message appears in the Register Customer Order procedure.
Window Functions
Read more about the Window functions under Window Functions in the MONITOR Basics.