Blanket Purchase Order Export Review

Purchase Orders > Blanket Purchase Orders > Blanket Purchase Order Export Review

Blanket Purchase Order Export Review

You use this program to generate a blanket order file (in XML format) that will be transmitted to a supplier who has been designated as an EDI trading partner.

Toolbar and menu

Field	Description
Start Review	View the blanket purchase orders selected for export.
Change Criteria	Select this to indicate different criteria according to which to export blanket purchase orders.
Start Export	Creates the export file with the selected orders. A blanket purchase order export report is produced detailing all the blanket order headers that have been exported. This includes new orders, changes to order lines, and order cancellations. The Blanket Purchase Order Export file content depends entirely on the options selected. You can select to update the blanket purchase order files after each export. The fields that are included in the export blanket purchase order file come from the Blanket Purchase Order master, schedule and detail files.

Field

Description

Start Review

View the blanket purchase orders selected for export.

Change Criteria

Select this to indicate different criteria according to which to export blanket purchase orders.

Start Export

Creates the export file with the selected orders.

A blanket purchase order export report is produced detailing all the blanket order headers that have been exported. This includes new orders, changes to order lines, and order cancellations.

The Blanket Purchase Order Export file content depends entirely on the options selected. You can select to update the blanket purchase order files after each export.

The fields that are included in the export blanket purchase order file come from the Blanket Purchase Order master, schedule and detail files.

Blanket PO Export Review Criteria

Field	Description
Export details
Directory	Indicates the folder to which the document(s) must be saved. The full path must be specified and must be accessible to the application server. If you enter a different Directory to the default displayed, then the program validates the directory when you tab or click on Start Review. Within the XML Document Control program you can set the path name against the Supplier field that will be picked up as the default folder for the export or specify a path against individual suppliers.
Next generated filename	This field is generated by SYSPRO (constructed by the `COMXBL` program) and indicates the name of the export file and where it will be stored. The file is created in the directory specified in the selection option entry field and adheres to a specific naming convention. The next document number is generated according to the number defined in the XML Document Control program. This program will also keep a history of outgoing documents and a copy of the document, if required. The Transmission reference field is generated by SYSPRO, and indicates the reference number that is assigned to the export file. This reference number is extracted from your Local Site setup options. The transmission reference is used (together with the EDI sender/receiver codes) to correctly identify the recipient of the export file.
Supplier	Specify the EDI supplier for whom you want to generate the export file. A valid EDI supplier is one against whom you have specified that the Purchase order transmission method is by EDI.
Include previously excluded blanket PO	Include blanket purchase orders that were specifically excluded from a previous review.
Include transactions	Include all the transactions from the blanket purchase order transaction file for all the stock code lines for the selected blanket purchase order. No tag is included in the export file if there are no transactions for a stock code.
Update exported blanket PO
Blanket PO contracts
Blanket PO contract selection	Indicate the blanket purchase order(s) for the selected supplier you want to include for transmission. By default, all blanket purchase order lines for the selected blanket purchase orders are included. You can exclude lines by using the Detail function from the Review pane.

Blanket PO Export Review


	The title of this pane changes to Blanket Purchase Order Export when you select Start Review.

Some of the functions available include:

Field	Description
Include All	Includes all blanket purchase orders that were selected for the supplier.
Exclude All	Excludes all blanket purchase orders selected for the supplier.
Detail Lines	Uses the PO XML Export View Blanket PO Lines program to view detail line information for the blanket purchase order currently highlighted in the list view and to exclude specific lines from the export.

Inserting Application Help

You would typically follow this procedure to display help for the current program in a customized pane that can be pinned to the program window.

Information includes step-by-step instructions for the various functions available within the program, including a brief overview of what the program does, what setup options are required and how to personalize the program.

Open the program for which you want to insert application help into a customized pane.

This functionality is only available for a program that has panes.
Right-click any form field.

You can also click the triangle menu icon that appears in the title area of a pane.
Select Insert Application Help from the context-sensitive menu.

The application help appears in a pane within your program. You can reposition the pane using the docking stickers or pin it to the program window.

Removing the Application Help pane

If you no longer want to display application help in a pane for your current program, you can simply remove it.

Select the Close icon in the right-hand corner of the application help pane.
Confirm that you want to delete the pane.