A Business Central Blanket Sales Orders represents a framework for a long-term agreement between you and your customer.
A blanket order is typically made when a customer has committed to purchasing large quantities that are to be delivered in several smaller shipments over a certain period of time. Often MSD BC blanket orders cover only one item with predetermined delivery dates.
The main reason for using a blanket order rather than a sales order is that quantities entered on a blanket order do not affect the item availability and hence can be used as a worksheet for monitoring, forecasting and planning purposes.
On the blanket order, each separate shipment can be set up as an order line, which can then be changed into a sales order at the time of shipping.
An example of when a blanket sales order could be used is if a customer calls and tells an order of 1000 units of an item and they want the items to be delivered in 250 units every week over the next month.
Business Central Blanket Sales Orders Creation
- Choose the search icon, enter Blanket Sales Orders, and then choose the related link.
- Choose the New action.
- Fill in the fields as necessary. Go over a field to read a short description.
- Leave the Order Date field blank. When the individual sales orders are created from the blanket order, the order date of the sales order is set to equal the actual work date.
- On the Lines FastTab, create separate lines for each shipment. For example, if your customer requires 1000 units split out correctly between four weeks, you would enter four separate lines of 250 units each.
Creating a Sales Order from a Blanket Sales Order
- To create an order for any of the lines in the blanket sales order, remove the quantity in the Qty. to Ship field on all the lines that you do not wish to ship at this time.
- When you are ready to create orders, choose the Make Order action and then choose Yes. A message displays informing you that the blanket order has been assigned an order number. Notice that the blanket order has not been deleted.
- Select the OK button.
- To see the results of the preceding steps, choose the Line action, choose the Unposted Lines action, and then choose the Orders action.
- On the Sales Lines page, select the appropriate sales order, choose the Line action, and then choose the Show Document action.
The following applies to sales orders after they have been created from Business Central Blanket Sales Orders:
- After the blanket order is converted into a sales order, the sales order contains all the lines from the blanket order. The lines where the quantity in the Quantity to Ship field was deleted displays, but with blank Quantity fields. You may select to leave, edit, or delete the lines.
- It is necessary to remember that the sales order line quantity must not exceed the quantity of the associated blanket order line. If else, posting of the sales order will not be possible.
- When the sales order is posted as shipped and/or invoiced, the Quantity Shipped and Quantity Invoiced fields are updated on the related blanket order.
- The blanket order number and line number are recorded as properties of the sales lines when created from a blanket order.
- When sales orders are not created directly from the blanket order but still connect to it, a link between a sales order and a blanket order can be established by entering the associated blanket order number in the Blanket Order Number field on the sales order line.
- After the sales order has been built for the total quantity of a blanket order line, no other sales order can be created for the same line. Users are prevented from entering a quantity in the Qty. to Ship field. If, however, extra quantities need to be added to a blanket order, the value in the Quantity field can be increased and additional orders can then be created.
- The invoiced MS Business Central blanket sales order exists in the system until it is removed, either by deleting individual blanket orders or by running the Delete Invoiced Blanket Sales Orders batch job.
- If a customer is also documented as a contact in the Marketing application area and if you have specified an contact template code for blanket sales order on the Marketing Setup page, an interaction is recorded in the Interaction Log Entry table when you select Print to print the blanket sales order.
To View the Status of a Blanket Sales Order
You can see the status of a blanket sales order on the Business Central Blanket Sales Order Statistics page. This may be relevant when you start to invoice the order that is created from the blanket sales order.
- Choose the search icon, enter Business Central Blanket Sales Orders and then select the related link.
- Choose a blanket sales order and then select the Statistics action.
- On the Blanket Sales Order Statistics page, on the General FastTab, you can see summary information about the entire order based on the total quantity in the various Quantity fields on the Business Central blanket sales order lines.
- On the Invoicing FastTab, you can see summary information based on the total quantity in the Quantity to Invoice fields on the sales blanket order lines.
- On the Shipping FastTab, you can see summary information based on the total quantity in the Quantity to Receive fields on the sales blanket order lines.
- On the Prepayment FastTab, you can see summary information about any prepaid amounts.
- On the Vendor FastTab, you can see certain basic information about the vendor.
To View Unposted and Posted Blanket Sales Order Lines
The link between the blanket sales order and the originating sales order, and any other sales document, is retained after posting as a list of posted and unposted sales order invoice lines.
- Choose the search icon enter Business Central Blanket Sales Orders, and then choose the related link.
- Open the blanket sales order you want to view.
- To view unposted entries, select the line in question, choose the Line action and then choose the Unposted Lines action.
- To view posted entries, select the line in question, choose the Line action and then choose the Posted Lines action.