Create a blanket customer order

Create a blanket customer order

Part 1: Create a blanket order and blanket order lines
1. Click the Open icon on the toolbar.
2. Type customer orders in the Filter field.
3. Click the CustomerOrders list item.
4. Click the OK button. The Customer Orders form opens 
5. Click the Filter in Place icon. 
6. Click the New icon.
7. Type [your initials]? in the Order field.
8. Type [your initials]* in the Customer field.
9. Click the Customer drop-down arrow. 
10. Click [your customer number] for Mountain Trail Bikes list item. 
11. Type 789248 in the Cust PO field.
12. Click the Order Type drop-down arrow.
13. Click the Blanket list item.
14. Click the Save icon. 
On the General tab there is an option to enter an effective and expiration date for this 
blanket order. 
Part 2: Create the blanket order line and releases
1. Click the ellipsis. 
2. Click the Lines button. The Customer Order Blanket Lines (Linked) form opens.
3. Type cp* in the Item field.
4. Click the Item drop-down arrow.
5. Click the CP-10000 list item.
6. Type 75 in the Blanket Quantity field.
7. Click the Save icon.
8. Click the Releases button. The Customer Order Blanket Releases (Linked) form opens. 
9. Click the calendar icon in the Release Date field. A calendar displays with the current month and 
year visible.
10. Click the [date one year from today’s date] option.
11. Type 5 in the Ordered Release field.
12. Click the Save icon. 
13. Click the X on the Customer Order Blanket Releases (Linked) form. You will return to the 
Customer Order Blanket Lines (Linked) form.
14. Click the X on the Customer Order Blanket Lines (Linked) form.
Part 3: Run the Order Verification Report
1. Click The Order Verification Report button. 
2. Click the Preview button. The Order Verification Report opens in a new tab.
Note: the item, quantity, and pricing.
3. Close the Order Verification Report tab.
4. Click the Window drop-down.
5. Click the Close All list item

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