Brief description
The Blanket Agreement is used to registrer a purchase with the following description
The buyer makes an agreement with the company at the beginning of the year including all the items, prices and its estimated quantities.
The buyer requests a blanket release from the company (each month or on demand) with a release number through a PO.
The Contract Agreement is used to registrer a purchase with the following description
The buyer makes a contract agreement with the company for all the items including regular price and agreed discount.
The buyer requests a release through a PO and the system makes a calculation of the price and discount for this contract.
Configuration
First of all, both documents are configurated in the "Document Type" section
Once the document types are configurated when you enter the "Requisition Window" the new fields "Type of Document" and "Add Supplier" so you can choose what type of document you want to create (The optios are Blanket Agreement, Contract Agreement and Purchase Requisition).
Also, on the details section of the "Requisition window" now there is a new column "Date Promised" so you can register different planned dates during the year, so they can create Purchase Orders for the same product periodically.
Please keep in mind that is very important that you need to have a price list asosiated to the supplier in the "Business Partner" section.
Workflow
Firs of all you need to be loged as a Buyer.
Then open Requisition Window and click the create a new record button.
After that select the Document Type and fill all the other requiered data.
Add the items related to the agreement, and set the Date Promised (depending on when the hospital will receive each item).
After registering all the information click on the menú button and click the "Document Action" and complete the document.
Then the document needs to be approved.
After the requisition is approved you can now create the Pruchase order (Just enter to the Requisition details and click on the document option menu and select multiple selection check box, and choose the items we are going to purchase).
The next step is click on the documents option menu and click on “Create Order” option.
