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SO Line Item detect a Blanket Order

  • March 19, 2025
  • 3 replies
  • 38 views
C
Freshman I

Is there a way to detect a current open blanket order for the customer for the line item being keyed?  Example, there is blanket sales order for ABC Company for Item#AS625 Qty 100.  Customer calls to order 25 but does not reference the blanket order. We enter a new sales order and key item#AS625 for a qty 25, is there a way for Acumatica to alert the processor that there is an existing blanket order. 

Best answer by nhatnghetinh

Hi ​@chrissic 

You can try applying the Discounts feature to implement the blanket orders alert. Please see how to do it in the screenshots below.

 

 

 

 

 

 

 

 

 

 

Best Regards,

NNT

3 replies

nhatnghetinh
Captain II
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  • nhatnghetinh
  • Captain II
  • March 20, 2025

Hi ​@chrissic 

You need to follow the process of Blanket Sales Order Functionality.
Please refer to the Youtube link below that may be useful to you.

 

Best Regards,

NNT

I have devoted my time and deep passion to Acumatica! 🌐 https://www.linkedin.com/in/phambaotruong
Chris Hackett
C
Freshman I
  • chrissic
  • Author
  • Freshman I
  • March 20, 2025

Thank you ​@nhatnghetinh for the information and video. The OOB functionality works great when the customer tells us the dates ahead of time and we can create the child orders right away or the customer references the blanket order when placing an order. Our situation is that we have a blanket order for a customer that they committed to purchasing the total qty in the next year, but they do not know the dates they will be ordering or needing the product. So when they place an order, the purchasing agent from the customer does not reference the blanket order. Currently we have a pop up note on the customer reminding us there is a blanket order, but that is a manual work around. We are looking for the system to alert us to check the blanket orders if we key an item on a SO. 

nhatnghetinh
Captain II
Forum|alt.badge.img+11
  • nhatnghetinh
  • Captain II
  • Answer
  • March 21, 2025

Hi ​@chrissic 

You can try applying the Discounts feature to implement the blanket orders alert. Please see how to do it in the screenshots below.

 

 

 

 

 

 

 

 

 

 

Best Regards,

NNT

I have devoted my time and deep passion to Acumatica! 🌐 https://www.linkedin.com/in/phambaotruong
Chris Hackett
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