Blanket sales order

[Former Member]

Hi All,

Is blanket sales order available in SAP B1 ? if there is any work around to have it, pls share to me. TIA

Rgd

John

[former_member186095 · Accepted solution]

Hello,

In MS Dynamics Nav, there is blanket sales order and sales quote. The definitions of both are:

Sales quote:

A sales quote can be used as a preliminary draft for an order, and the order can then be converted to an invoice.

There is requested delivery date in sales quotation.

Blanket sales order:

A blanket sales order represents a framework for an agreement between you and a customer. There is no delivery date in blanket SO.

You can either convert an entire blanket order into one order, or you can make it into a number of separate orders, depending upon how you want the blanket order to be invoiced.

You can't use sales quotation if we see the definition and of course most of customers/prospects will use the definition.

So, the best solution is to create UI/DI addon. Since blanket sales order is agreement and there is no commit qty and no delivery date. As what others has given solution, it is depend on you which one to use.

Rgds,

[former_member186095 · Accepted solution]

In addition to my previous reply, a sales order can be used as blanket order by defining a series blnkt in the document numbering. So, you have to print out the blanket SO one time and then print the delivery note more than one time or according to the agreement with customer.

Rgds,

[former_member583013]

John,

There are definitely different ways to approach this situation. But, the decision to chose a Quote or an Order as a starting point depends on whether you want to show the Inventory locked (I mean commited) to the Order.

As you would know creating a Sales Order as a blank with various delivery dates will still show quantity commited in the Item Master.

If this is Ok then you can start at Sales Order. I have seen most people start at the Quote for this reason and thats why I proposed that to you.

Best wishes

Suda

[zal_parchem2]

Here you go John - found my reply to Groovy in the posting I referenced above and just copied it into here to show you how one company used blanket sales orders:

<b>Let me give you the short and the skinny of it...

1. They are in fashion industry and act like a "pull warehouse" for their customers (hence the need for unique handling). One sales order could have as many as 10 invoices connected to it.

2. Set up two series; "Primary" and "Manual" for invoices...

3. Set up the "delivered quantity" on the Sales Order Line to display...

4. Every time they were ready to invoice customer they reviewed the delivered quantity (just as a control factor) and added an additional number to end of the original Sales Order Number on the AR Invoice with "Manual" series (i.e., "01", "02", etc turning SO 1234 into Invoices 123401, 123402, etc).

5. Wrote SQL with the CONTAIN statement of: Like '%%_%%' . (Actually created a type of "workstation" in SAP B1 so they could follow it).

PS - if you do not have that many splits, you could always use a UDF to cross-reference?</b>

[zal_parchem2]

John - a suggested tip to add with Suda's workaround...one customer used the sales order as a blanket sales order exactly as you described.

We set up the sales order for to have the "Delivered Quantity" column included on the Sales Order Form...

Open a sales order and select the "Form Settings" icon...

Select the "Table Format" tab and then "Delivered Qty" is listed in the "Form Settings - Sales Order" window...

Make sure a check mark is in the "Visible" box...

This helps with knowing where you are with blanket orders, research, follow-through, etc...

You also might want to look at a very recent posting in this forum titled "alphanumeric numbering suffix" by Groovy UK to see if that scenario might help you in keeping track of the AR Invoices created from blanket Sales Orders...

Take care - Zal

[former_member583013]

Hi John,

Blanket Sales Order by itself is not available in SAP. But the way to work around this is to Create a Sales Quote where you would define the Quantity and Price as per agreement and release the quantities by copying to Sales Order. Once the total quantity on the Quote is copied to an Order, the Quote automatically closes.

This serves the purpose of the Blanket SO.

Suda