From 13d8e540f75181b56b2f6e27a7fd77d4ad8c6497 Mon Sep 17 00:00:00 2001 From: Matt Taylor Date: Fri, 15 Sep 2017 13:44:39 -0600 Subject: [PATCH] [ADD] purchase: Add blanket order documentation * Add chapter documenting the use of Blanket Order type Purchase Agreements * Clarify the proper usage and behavior of dates for Purchase Tender type Purchase Agreements --- purchase/purchases/tender.rst | 3 +- .../tender/manage_blanket_orders.rst | 88 ++++++++++++++++++ .../tender/manage_multiple_offers.rst | 6 ++ .../tender/media/manage_multiple_offers00.png | Bin 5476 -> 4306 bytes 4 files changed, 96 insertions(+), 1 deletion(-) create mode 100644 purchase/purchases/tender/manage_blanket_orders.rst diff --git a/purchase/purchases/tender.rst b/purchase/purchases/tender.rst index d531f5eee..504cdc8b2 100644 --- a/purchase/purchases/tender.rst +++ b/purchase/purchases/tender.rst @@ -6,4 +6,5 @@ Purchase Tenders :titlesonly: tender/manage_multiple_offers - tender/partial_purchase \ No newline at end of file + tender/partial_purchase + tender/manage_blanket_orders diff --git a/purchase/purchases/tender/manage_blanket_orders.rst b/purchase/purchases/tender/manage_blanket_orders.rst new file mode 100644 index 000000000..3f23aa02d --- /dev/null +++ b/purchase/purchases/tender/manage_blanket_orders.rst @@ -0,0 +1,88 @@ +============================ +How to manage Blanket Orders +============================ + +A **Blanket Order** is a contract between you (the customer) and your supplier. +It is used to negotiate a discounted price. The supplier is benefited by the +economies of scale inherent in a large order. You are benefited by being allowed +to take multiple smaller deliveries over a period of time, at a lower price, +without paying for the large order immediately. Each small periodic delivery +is called a release or call-off. + +As the blanket order is a contract, it will have some prearranged conditions. +These usually include: + +- Total quantity of each product to be delivered + +- Completion deadline, by which you must take delivery of the total quantity + +- Unit price for each product + +- Delivery lead time in days for each release + +Activate the Purchase Agreements +-------------------------------- + +The Blanket Order function is provided by the Purchase Agreements feature. +By default, the Purchase Agreements is not activated. To be able to use blanket orders, +you must first activate the option. + +In the Purchases module, open the Configuration menu and click on +Settings. In the **Orders** section, locate the **Purchase Agreements** +and tick the box, then click on **Save**. + +.. image:: media/manage_multiple_offers00.png + :align: center + +Create a Blanket Order +---------------------- + +To create a new blanket order, open :menuselection:`Purchase --> Purchase Agreements`. + +.. image:: media/manage_multiple_offers01.png + :align: center + +In the Purchase Agreements window, click on **Create**. A new Purchase +Agreement window opens. + +In the **Agreement Type** field, choose Blanket Order. + +Choose the **Vendor** with whom you will make the agreement. + +Set the **Agreement Deadline** as per the conditions of the agreement. + +Set the **Ordering Date** to the starting date of the contract. + +Leave the **Delivery Date** empty because we will have different delivery dates +with each release. + +In the **Products** section, click on **Add an item**. Select products +in the Product list, then insert **Quantity**. You can add as many +products as you wish. + +.. image:: media/manage_multiple_offers02.png + :align: center + +Click on **Confirm**. + +Now click on the button **New Quotation**. A RfQ is created for this vendor, with the +products chosen on the PT. Repeat this operation for each release. + +Be careful to change the **Quantity** field on the RFQ. By default, the RFQ quantity +will be for the entire remaining quantity. Your individual releases should be for some smaller +quantity. + +.. image:: media/manage_multiple_offers03.png + :align: center + +When all of the releases (purchase orders) have been delivered and paid, you can click on +**Validate** and **Done**. + +View `Purchase Agreements `__ +in our Online Demonstration. + +.. seealso:: + + :doc:`../../overview/process/from_po_to_invoice` + + :doc:`../../overview/process/difference` diff --git a/purchase/purchases/tender/manage_multiple_offers.rst b/purchase/purchases/tender/manage_multiple_offers.rst index 91081262a..74667a357 100644 --- a/purchase/purchases/tender/manage_multiple_offers.rst +++ b/purchase/purchases/tender/manage_multiple_offers.rst @@ -41,6 +41,12 @@ Agreement window opens. In the **Agreement Type** field, choose Purchase Tender. +The **Agreement Deadline** field tells the vendors when to have their offers submitted. + +The **Ordering Date** field tells the vendors when we will submit a purchase order to the chosen vendor. + +The **Delivery Date** field tells the vendors when the product will have to be delivered. + You do not have to define a **Vendor**. In the **Products** section, click on **Add an item**. 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