Build your blanket purchase order tracker.

How to build your blanket purchase order tracker

1. 1

   Describe the job

   See purchase releases and remaining value against a supplier agreement.

2. 2

   Review the first version

   Choose how the buyer records the agreement reference and how the budget reviewer reviews the next step.

3. 3

   Refine the views

   Ask First to adjust the fields and views for the people who will use the app.

4. 4

   Test before sharing

   Walk through the process with a sample record and check who owns the next action.

What to include in your blanket purchase order tracker

• Keep the agreement reference in context

  Keep agreement reference, supplier, ceiling, release request, used value and remaining balance together so the next person can understand the request or record.

• When the next step needs a decision

  A proposed release would exceed the manually entered agreement ceiling. Hold it for review instead of presenting it as covered by the existing blanket order.

• Keep remaining balance visible

  Record the release decision without exceeding the agreement's remaining balance.

• Choose what each person needs

  Give the buyer a working view and the budget reviewer a review view. Keep agreement reference and supplier attached to the decision as the work moves between them.