Blanket Purchase Order Applet (Supplier Access)

Purpose and Overview

A blanket purchase order (BPO) is a long-term agreement with a buyer: you agree scope (items, prices, limits) and validity up front, then the buyer can create releases or related orders against that agreement over time without negotiating every single order from scratch.

The Blanket Purchase Order (Supplier Access) applet is the supplier-facing workspace in BigLedger for those agreements. You use it to see blanket POs shared with your organisation, work on header and line details where your process allows, export a PDF copy, and open report screens for operational review. Your buyer may use the separate Blanket Purchase Order applet on their side; both sides use the same type of document, with permissions and visibility controlled by each company.

Who Benefits from This Applet?

Supplier sales and account teams:

• Open agreements, confirm lines and commercial details, and export PDFs
• One place to open the latest blanket agreement instead of hunting through email

Supplier operations:

• Review validity and line scope before fulfilling releases the buyer sends separately
• Use the Line Items tab to see what is covered under the agreement (subject to what the buyer posted and your edit rights)

Supplier administrators:

• Configure application settings, field settings, default selection, and printable format behaviour so the applet matches company policy
• Control who can create, edit, export, or run reports

What Problems Does This Solve?

Before this applet, blanket agreement data often lived in email, spreadsheets, or disconnected files, so version control and auditability suffered.

With this applet, you get:

• A single listing (Blanket Purchase Order Supplier Access Listing) with search and column layout options
• Structured documents with clear areas for main details, supplier account information, and lines
• PDF export from the view workflow so you can file or share the layout your company configured
• Report and BPO Detailed Report list views, with the detailed report supporting date range filters
• Settings and permissions your admin can tune so each role sees only what they should

Depending on configuration, you may also step through supporting screens (for example supplier selection, shipping or billing address, add or edit line item, batch selection) in the same way as other BigLedger document applets.

Key Features Overview

Quick Start Guide

For supplier users: find and open an agreement

Goal: Locate a blanket PO and open it for review or export.

1. Click Blanket Purchase Order in the sidebar (opens Blanket Purchase Order Supplier Access Listing).
2. Use the advanced search control and column toggle to find the document (visible columns depend on settings).
3. Click a row in the grid to open View Blanket Purchase Order.
4. Review the Main, Supplier Info, and Line Items tabs.
5. Open the Export tab and click EXPORT AS PDF (other export formats may appear but are typically disabled).

Full detail: Blanket purchase order listing and document

For supplier users: create a new blanket PO (when allowed)

Goal: Start a new agreement record and save it.

1. From Blanket Purchase Order Supplier Access Listing, open Create Blanket Purchase Order using the create (+) control on the toolbar when your build shows it (tooltip Create), or the entry point your administrator configured. If no create control appears, you may be view-only—ask your admin.
2. Complete Main (transaction date, validity, references, limits—fields follow field settings).
3. Open Supplier Info and select the correct supplier or account when prompted (pickers may be labelled Select Customer or similar—choose the entity your company uses for the buyer–supplier link).
4. Add lines on Line Items (item, quantities, amounts as shown).
5. Click CREATE (use RESET only if you intend to clear the draft).

Full detail: Create flow

For analysts: run the detailed report by date

Goal: Review BPO activity for a period.

1. Click BPO Detailed Report in the sidebar.
2. On Blanket Purchase Order Supplier Access Detailed Report Listing, set Start Date and End Date using the date pickers.
3. Click Generate Report and read the grid results.

Full detail: Reports in Detail

Blanket purchase order listing and document

Listing

• Screen title: Blanket Purchase Order Supplier Access Listing.
• Use advanced search, pagination, column toggle, and grid options as in other BigLedger listings.
• Selecting a row opens the next column: typically View Blanket Purchase Order for existing data.

View Blanket Purchase Order

• Use the back arrow at the top (tooltip Back) to return to the listing when it is enabled.
• Tabs:
  • Main — header fields.
  • Supplier Info — entity and account details.
  • Line Items — grid of lines; actions may open view, add, or edit line sub-screens.
  • Export — click EXPORT AS PDF to download a PDF for the current document (success and error messages appear on screen).
• A DELETE button may appear at the bottom; whether it is active depends on permissions and business rules—do not assume you can delete posted agreements.

Typical document states (supplier view)

Exact status labels and rules depend on your tenant configuration.

Create Blanket Purchase Order

• RESET clears the draft form.
• CREATE submits the new document (you should see a success confirmation when the save completes).
• Tabs: Main, Supplier Info, Line Items (same ideas as view; Settlement or Department header tabs may be hidden in your build).

Line item and picker flows

When you add or edit lines, the applet may open auxiliary columns titled for example Select Shipping Address, Select Billing Address, Select Customer, Add Supplier, Select Batch No, Batch No Booking, Select Settlement, or Select Contact Person, or Add Line Item / Edit Line Item. Use the back arrow (tooltip Back) to return to the previous step. Exact availability depends on feature visibility and field settings.

Reports in Detail

Report

This is the standard list report your company configured.

BPO Detailed Report

Use this when you need a time-bounded extract instead of scrolling only the main listing.

Configuration & Settings

Open Settings from the sidebar (in the stock layout this link is shown for owner or admin roles). The settings area opens on Feature Visibility by default. Prefer your application owner or security administrator to change permissions and feature visibility so day-to-day supplier users cannot widen their own access by mistake.

Personalization (separate menu) may include Default Selection (personal) and Sidebar order.

Related purchase documents

Blanket POs on the supplier side are the counterpart to agreements your customer maintains in the Blanket Purchase Order applet. Releases or knock-off purchase orders are usually created on the buyer’s tenant; your portal focuses on the agreement record and the lines your organisation is responsible for.

Related guides:

• Blanket Purchase Order Applet — buyer-side agreement and release context.
• Internal Purchase Order Supplier Access Applet — similar supplier-portal pattern for standard POs.

Glossary

FAQ

1. How is this different from the internal Blanket Purchase Order applet?

The internal applet is for the buying organisation to author agreements and manage releases. This supplier access applet is for your organisation when you log in with supplier-portal access to the same document type.

2. Why does my screen say “Select Customer” when I am a supplier?

Some shared components reuse customer wording. On a purchase blanket PO you are usually picking the buyer’s entity or the supplier master link your implementation uses—follow your training or ask your admin.

3. Can I change prices after the buyer posted the agreement?

Often no, or only in draft states; policy depends on your trading relationship and system permissions. When in doubt, contact the buyer’s procurement team.

4. Where did the Create button go?

Feature visibility or permissions may hide creation. Your listing may be read-only by design.

5. Export failed—what should I check?

On View Blanket Purchase Order, open the Export tab and use EXPORT AS PDF. Confirm printable format is set up, you have network access to the print service, and you still have permission to export. Retry after speaking with your admin if the error persists.

6. What is the difference between Report and BPO Detailed Report?

Report is the general listing report. BPO Detailed Report adds Start Date and End Date filters for a narrower period.

7. The buyer says they updated the agreement—why don’t I see it?

Refresh the listing or close and reopen the document. Timing can depend on how your buyer publishes changes, which company you logged into, and permissions. If the version still looks wrong, contact the buyer’s procurement team and your admin with the document reference.

8. Currency, branch, or company looks wrong on a new document

Default Selection (company-wide) and Personalization (your own defaults) fill many header values. Ask your admin to correct organisation defaults or your personal defaults. Some fields lock after save or post.

9. Saving a line opens shipping, batch, or other screens I don’t need

Those steps follow shared BigLedger document patterns. Use the back arrow (tooltip Back) to return to the line or grid when the UI allows. Your admin can often hide optional fields or steps through field settings and feature visibility—see Line item and picker flows.

10. Should I use DELETE at the bottom of the screen?

Only when company policy and your permissions clearly allow it. Posted or buyer-controlled agreements are often not deletable from the portal. If you are unsure, do not delete—ask the buyer or your admin first.

11. I cannot see Blanket Purchase Order or the reports in the sidebar

Ask your admin to check feature visibility and your role permissions.

12. CREATE or line Save is disabled

Complete required fields per field settings, and confirm you are not in a read-only view.

13. Wrong supplier or address on the document

Re-open Supplier Info and use the correct picker; some fields may lock after posting.

14. The detailed report returns no rows

Widen Start Date and End Date, and confirm you are on the correct branch or company default.

15. I am still stuck after trying the steps above

Capture the document reference (if any), screen name, and time, then contact your BigLedger administrator or internal help desk.

Related Documentation Links

• Blanket Purchase Order Applet
• Internal Purchase Order Supplier Access Applet