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Procedure documentationPurchasing Goods Related to a Blanket Agreement Locate this document in the navigation structure

 

You negotiated a blanket agreement with your vendor governing the purchase of a certain number of goods over a certain period of time at a certain price. To record purchasing transactions in relation to the blanket agreement, you create purchasing documents such as purchase orders or invoices that are linked to the blanket agreement.

In addition, you can set up recurring transactions to support the recurring purchasing transactions governed by the blanket agreement. For more information about recurring transactions, see Recurring Transactions.

Prerequisites

A blanket agreement exists for the business partner, and the posting date of the purchasing transaction falls into the validity period of the agreement.

Procedure

  1. Start to create a new purchasing document, for example, a purchase order or goods receipt PO, by opening a purchasing document in Add mode.

  2. Specify at least the following information:

    • Vendor code

    • Posting and delivery date

    • Item code

    • Quantity

    SAP Business One checks whether a blanket agreement for this vendor exists that is valid at the specified posting date and covers the desired items. If there is such an agreement, it enters the blanket agreement number into the Blanket Agreement column for each item. It also inserts the unit prices agreed upon in the blanket agreement. If the Ignore Prices Specified in Blanket Agreement checkbox on the General tab of the blanket agreement has been selected, the prices defined in the price list are used.

    Note Note

    If the item quantity you entered is larger than the open quantity of the blanket agreement, a system message appears.

    End of the note.

  3. If required, specify any additional data.

  4. To save the document, choose Add and OK.

Result

SAP Business One creates a purchasing document associated with a blanket agreement. If the document involves inventory movement, the purchasing document has the following impact on the blanket agreement:

  • Increases the cumulative quantity and cumulative amount

  • Decreases the open quantity and open amount

More Information

Blanket Agreements