Re: Blanket P.O.'s - 405cd

Hi Don,



As you describe, your desire is to keep track in BPCS Purchasing that you
have a Blanket P.O. Quantity for a specific Item. For a Blanket P.O., you
have agreed with your Vendor to purchase a specific Quantity, but the
delivery Dates and Quantities have not been determined. When you decide you
need a Quantity on a specific Date, you contact the Vendor to schedule the
delivery. At that point, you would like to enter a P.O. Line for that Date
and Quantity so that MRP will be aware of that delivery and so that you can
receive that shipment to that specific P.O. Line. You also would like to
reduce the Blanket Quantity to show the remaining Quantity.



On V4.05CD, one technique for managing a Blanket P.O. is as follows:



1. Create a P.O. for the Item Number. This P.O. Number will be used as
the Blanket P.O.

2. Enter one P.O. Line for the Blanket Quantity (e.g. 500 in your
example). Be sure to use a Due Date that is far in the future. As a
procedure, you might want to use a specific Date for all Blanket P.O. Lines
(e.g. 12/31/20XX).

3. When you decide on a specific release against the Blanket P.O., you
will perform P.O. Maintenance.

a. Create a new P.O. Line for the Item with the specific Quantity on the
desired Due Date. In your example, the Quantity will be 50.

b. Maintain the Blanket Line to reduce the Blanket Quantity by the amount
of the specific release. In your example, that Blanket P.O. Line will be
changed from 500 to 450 which is now the remaining due.

4. When the delivery arrives, the Quantity should be received to the
specific release P.O. Line.

5. The Blanket P.O. Line will serve as a "place holder" for the open
Blanket Quantity.



While this approach is procedural and more manual than what you might like,
it will accomplish your objective.



With this approach, you must consider the following potential concerns:



1. You must be sure to carefully maintain the Blanket P.O. Lines and
Quantities. With this technique, the sum of the P.O. Line Quantities will
be to Total Blanket Quantity. You may want to use a specific P.O. Number
range for Blanket P.O.'s so that people will know to be extra careful with
these P.O.'s.

2. The people posting the P.O. Receipt must be careful to post the
delivered Quantity to the correct Line on the P.O. During P.O. Receipts,
the released Line and the Blanket Line will be displayed so it is easy to
post the P.O. Receipt Quantity to the Blanket Line rather than to the
specific released Line. This is a training issue that can be overcome.

3. For MRP purposes, the Blanket Line will show with the future Due
Date. So, the Quantity will be included in the projected balance. To
determine when the next Release should be scheduled, you will want to
monitor the Expedite Messages. When MRP detects a projected need, it will
issue an Expedite Message against the Blanket P.O. Line. That Expedite Date
will be the Date on which you will want to schedule the next delivery. The
negative Projected Balance will be the Need Quantity. You will have to
determine, based on your ordering rules for the Item, how much the Quantity
will be. Then, enter a new P.O. Line with that Quantity on the desired Due
Date.

4. You also have to be concerned about the Price for the P.O. Line. If
there is a Quote, then that Price will be used for the Blanket Line, When
you create a Release Line, its Price will be determined based on its Due
Date. Therefore, you must be sure that the Release Dates are within the
Quote Effectivity Dates. Alternatively, you can use a manually entered
Price to avoid potential ineffective Quote Dates, but that is additional
maintenance.

5. To ease the process of creating each Release Line, you can use the
Copy Line action. Copy the Blanket Line or a previously released Line to
create the new released Line. Then, be sure to maintain the Due Date and
the Quantity.



Please let me know if you have any questions about this procedure. Please
feel free to contact me offline to discuss this topic further.

I have used this technique with many V4.05CD clients.



Thanks.



Les Mittman

847-858-5235



BPCS Consultant with over 20 years experience





-----Original Message-----
From: bpcs-l-bounces+lmittman=sbcglobal.net@xxxxxxxxxxxx
[mailto:bpcs-l-bounces+lmittman=sbcglobal.net@xxxxxxxxxxxx] On Behalf Of Don
Cavaiani
Sent: Thursday, October 08, 2009 8:53 AM
To: bpcs-l@xxxxxxxxxxxx
Subject: [BPCS-L] Blanket P.O.'s - 405cd



Greetings,



We may have missed or misunderstood something, but is there any way to
effectively use BLANKET P.O.'s?



For example, we want to create one P.O. # (we refer to it as a blanket P.O.)
for say 500, but only create 1 release line, for a specific date, at a time.
Say we release 50 for November 1st, but don't want to release/order any more
just yet, and we are not SURE of the next date we will want more of this
part#. So, we want to leave the P.O. open, but show an OPEN balance of 450.



TIA



Don F. Cavaiani

IT Manager

Amerequip Corp.

920-894-7063



"It's amazing what you can accomplish if you don't care who gets the
credit." Harry S. Truman