Blanket Purchase Orders (Blanket POs) in BuildOps
What is a Blanket Purchase Order?
A Blanket Purchase Order (Blanket PO) is a special type of purchase order designed to simplify and manage repeated purchases, services, or work orders under a single agreement. Instead of creating a new PO for every individual request, you can issue one Blanket PO that covers multiple jobs, quotes, or invoices over a set period of time with a defined total value or quantity.
Key Benefits
Simplifies Approval and Tracking – Manage a series of purchases or services under one PO, reducing administrative work.
Flexible Spending Control – Monitor spending against the total authorized amount to help stay on budget.
Clear Audit Trail – Gain visibility into all jobs, quotes, and invoices linked to the original Blanket PO.
Permissions & Access
Only users with the correct permissions can view, create, or edit Blanket POs.
Permissions are managed under Financials → Blanket POs.
Creating or Managing a Blanket PO
Go to the Accounting module and select Blanket Purchase Orders.
Click New Blanket Purchase Order
Fill out the required details:
Blanket PO Number
Billing Customer
Total Amount
Effective Start and End Dates
Description
Coverage - choose if Blanket PO covers all properties under the billing customer OR select applicable properties and departments
Attach supporting documents if needed (e.g., scanned authorization).
Save the Blanket PO. Only active POs (not canceled, expired, or pending) can be applied to jobs or invoices.
Applying a Blanket PO to Jobs, Quotes, or Invoices
When creating or editing a job, quote, or invoice, toggle Customer PO → Blanket PO to “ON.”
Select from the list of active Blanket POs associated with the customer, property, or department.
If toggled “OFF,” you can enter a one-time Customer PO number instead.
Once applied, the Blanket PO will flow through the entire workflow, enabling built-in balance tracking from quotes to jobs to invoices.
Notes:
Blanket POs may be restricted by department or property. You may need to select the correct department before a Blanket PO is available.
Only Blanket POs with Active status and within their effective date range will appear.
The Blanket PO feature must be enabled for your organization by CSM or IM