Create Invoice from a Blanket PO

To access this page, select the Blanket POs tab > Open Blanket POs. To view the Blanket POs tab, Blanket POs Status bar, or create invoices from a Blanket PO, you must have Create/Edit Invoices permission added to your role. See the Collector Administrator if you do not have these permissions.

Add Filters

Click the Add Filters button to open the Blanket PO Filter dialog to filter the Blanket POs by agency, date, or amount.

Blanket PO Status

From the Blanket PO Status bar, select Open Blanket POs to view all open Blanket POs for the last 30 days, the last 60 days, and the last 120 days.

Flipping a Blanket PO Page to an Invoice

Use the Open Blanket PO page to create invoices/credit memos relating to BPOs. To display the Open Blanket PO page, click View on the Blanket POs Search Results page.

The Create Invoice button at the top of the BPO page opens the Invoice page.

All the line items from the Blanket PO are available on the invoice or credit memo. Enter an invoice number in the Invoice Number field. This is required. Select the line items and the quantities that you want to invoice. The line items are available to edit when you select them.

When you are finished creating the invoice or credit memo, click Submit. You can view the invoice on the Invoices Pending Submission page.

Creating an Invoice from a Form

The Create Invoice button on the Collector Blanket POs page to open an invoice creation form with three steps to create an invoice.

The information in the following table describes the Create Invoice from a Blanket PO fields.

Field Name	Description
Choose which type of invoice to create	Click the down arrow to select From a Blanket PO. The other choices include: From a blank form From a PO From an Invoice
Select the Bill to Agency	Click the down arrow to select the agency that sent the Blanket PO.
Enter the Blanket PO #	Enter the Blanket PO number from which to create an invoice.

Field Name

Description

Choose which type of invoice to create

Click the down arrow to select From a Blanket PO. The other choices include:

From a blank form
From a PO
From an Invoice

Select the Bill to Agency

Click the down arrow to select the agency that sent the Blanket PO.

Enter the Blanket PO #

Enter the Blanket PO number from which to create an invoice.