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Blanket Sales Order based on value rather than qty


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Hi,

Our company has many “purchasing contracts” with customers that renew on an annual basis that cover an approved total $ amount. This allows our customers to allocate funds within their annual budgets for us. Over the course of the year, we create orders and reference the above “purchasing contracts”. We generally refer to them as Blanket PO’s.

Is there a way for us to utilize the BL order type to create a BL order for the total $ amount, but no specific item or qty???

We would then create child orders against this BL that would give us visibility into how much money our customers still need to spend before the order expires. Any help is appreciated. 

P.S. - We current;y don’t have contract functionality in our system in case that is anyone’s suggestion. 

Best answer by ChandraM

@twheeler The out of the box functionality is based on the Qty only, It is a customization if it should be based on Amount.

If you want to avoid customization, the workaround would be to use $ and Qty same Amount which may or may not suit your scenario.

Thanks

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4 replies

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  • Author
  • Freshman I
  • 14 replies
  • September 4, 2024

Any thoughts on this folks?


darylbowman
Captain II
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I recently wrote a customization to allow releasing PO Receipts with a zero quantity and a custom amount column. I don't think that's what you're asking for, but I think you'd probably need some customization. I don't actually know how blanket POs work out-of-the-box.


Chris Hackett
Community Manager
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  • Acumatica Community Manager
  • 2621 replies
  • September 30, 2024

Hi @twheeler were you able to find a solution? Thank you!


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  • Semi-Pro I
  • 714 replies
  • Answer
  • October 1, 2024

@twheeler The out of the box functionality is based on the Qty only, It is a customization if it should be based on Amount.

If you want to avoid customization, the workaround would be to use $ and Qty same Amount which may or may not suit your scenario.

Thanks


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