Differences

This shows you the differences between two versions of the page.

--- blanket_orders [2024/12/17 08:46] – [Creating a Blanket Order] cmorgan
+++ blanket_orders [2025/01/10 13:25] (current) – [Blanket Orders] cmorgan
@@ Line 1: / Line 1: @@
 ====== Blanket Orders ======
-A “Blanket Order” is a special type of [[direct_charges|Direct Charge]] that can be used to encumber an amount of money to be paid down over a period of time using multiple invoices. Blanket orders do not link to a line item or a bibliographic record.
+A “Blanket Order” is a special type of [[new_-_direct_charges|Direct Charge]] that can be used to encumber an amount of money within a purchase order to be paid down over a period of time using multiple invoices. Blanket orders do not link to a line item or a bibliographic record.
 ===== Things to Know =====
@@ Line 73: / Line 73: @@
 ===== Invoicing Blanket Orders =====
-==== When you get an invoice for a blanket order: ====
+See [[invoicing_blanket_orders|Invoicing Blanket Orders]] for more information.
-  - Pull up the purchase order with the blanket order that the invoice will be applied to.
-  - Click the **Create Invoice** button in the top part of the purchase order. :!: The charges will be pulled into the invoice.
-  - Fill out the top of the invoice form.
-    - If this is the final invoice for the blanket order, check off the **Final Invoice for Blanket Order** box. When the invoice is closed this will cause the purchase order to be marked as Received and any remaining encumbrance will be dropped returning the unspent money to the fund.
-    - If this is NOT the final invoice for the blanket order, leave the the Final Invoice for Blanket Order box UNchecked.
-    - If there are any charges not associated with the paper invoice, remove them by clicking the Delete link to the right of the charge.
-  - Fill in the **Billed** and **Paid** amounts in the charge.
-  - Click **Save** and the **Close Invoice** button.
-==== When a purchase order needs to be finalized without a final invoice: ====
-  -     Retrieve the purchase order for the blanket order you need to finalize.
-  -     Click on the **Finalize Blanket Order** button on the purchase order. :!: This will drop any remaining encumbrance and mark the purchase order as received.