--- sourceDocument: Yokohama Finance and Supply Chain sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/yokohama/source-to-pay-operations Release : - yokohama ft:locale : - en-US ft:publication_title : - Yokohama Finance and Supply Chain ft:clusterId : - stpop bundleId : - stpop workflow : - Employee --- # Blanket purchase order workflow # Blanket purchase order workflow {#ariaid-title1} * Release version: Yokohama * * Updated January 30, 2025 * * ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read Summarize ![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete. ## Summary of Blanket purchase order workflow The blanket purchase order workflow in ServiceNow Yokohama release enables streamlined procurement when a shopper selects "I am not sure" for the delivery date during checkout. This action creates a purchase requisition with a blanket order type, resulting in a blanket purchase order (BPO). Blanket purchase orders simplify repeat purchasing by allowing authorized users to make standard purchase releases against them without repeated approvals, subject to purchasing permissions and available funds. Show full answer Show less ## Key Features * **Purchasing Permissions:** Define which users, groups, cost centers, or departments can purchase against the blanket purchase order without approvals. The original business owner always retains release rights. * **Purchase Order Form View:** Receipts and invoices are not applicable for blanket purchase orders, so related lists for these are omitted. * **Standard Purchase Order Releases:** These are created when several conditions are met, including correct user permissions, valid purchase dates within the blanket order's period, inclusion of supplier products defined in the blanket purchase order, and availability of funds. * **Tracking and Status:** Each standard purchase order release references the blanket purchase order and appears under its Purchase Order Releases related list. The blanket purchase order's Released amount field aggregates all releases, and when it matches the Total amount, the blanket purchase order status updates to Closed Complete. * **Approval for Overages:** If a release amount exceeds the remaining blanket order funds, an approval is triggered for the exceeding delta amount, routed to the business owner of the standard purchase order release. ## Practical Application To determine if a purchase request qualifies as a release against an existing blanket purchase order: * For goods: Verify that the purchase request's creation date falls within the start and end dates of the corresponding blanket purchase order line. * For services: Confirm that the service request's start and end dates fall within the blanket purchase order line's dates. This workflow helps ServiceNow customers manage procurement efficiently by centralizing purchasing under blanket orders, controlling spending limits, and automating approval processes when limits are exceeded. During checkout, when a shopper selects I am not sure in the delivery date option, it creates a purchase requisition with a blanket order type, which results in the creation of a blanket purchase order. Purchasing permissions define the list of users, groups, cost centers, or departments that are allowed to purchase against the blanket purchase order without requiring any approvals. As receipts and invoices are not applicable for blanket purchase orders, these related lists are not displayed on the purchase order form view. For details on the various fields and related lists that are populated for a blanket purchase order, see [Purchase order](https://servicenow-prod.fluidtopics.net/0e9PRP9rk8Me33TxOFA3zw "A purchase order is a binding contract between a buyer and a supplier that authorizes a purchasing transaction. It contains the descriptions, quantities, prices, applicable discounts, payment terms, delivery dates, and other associated terms and conditions with the supplier."). ## Standard purchases against a blanket purchase order {#blanket-purchase-order-workflow__section_idq_q3k_hlb} A standard purchase order release is created when the following conditions are satisfied: * User who requested the purchase is defined under the associated purchasing permission of the blanket purchase order.The business owner who requested the original blanket purchase order can always release against the blanket purchase order even if they are not explicitly defined under the purchasing permission. * Creation date of the standard purchase line falls within the range of the blanket line's start and end date. * Supplier product purchased is defined as a supplier product on the blanket purchase order. * Funds must be available on the blanket purchase order. The value of the Released amount field on the blanket purchase order must be less than the value in the Total amount field. {#blanket-purchase-order-workflow__ul_lns_h54_hlb} The standard purchase order release has a reference to the blanket purchase order and will be displayed under the Purchase Order Releases related list on the blanket purchase order. On the blanket purchase order, the sum of the total amount of all released purchase orders is updated in the Released amount field of the Summary Details section. When the value of the Released amount field matches with the value of the Total amount field, the status of the blanket purchase order changes to Closed Complete. If a purchase order release amount results in the blanket purchase order amount being exceeded, an approval is triggered for the delta amount to the business owner of the applicable standard purchase order release. For example, if a blanket purchase order exists with an associated purchasing agreement contract with validity from January 1, 2019 to December 31, 2019. The amount limit on the blanket purchase order is $1000, and the current released amount is $800. The next standard purchase order release against the blanket is for $500. So, an approval for the delta of $300 is required. To check if a request should be considered as a release against an existing blanket purchase order: * For goods, check the creation date of the purchase request against the start and end date of the corresponding line on the blanket purchase order. * For services, check the start and end date of the request against the start and end date of the corresponding line on the blanket purchase order. {#blanket-purchase-order-workflow__ul_b13_qk5_3nb}