Field reference
Blanket Order
How to use Blanket Order in Production Planning: access, working steps, fields, related records and troubleshooting.
Purpose and access
Build the production plan from demand and the approved product definition. Review material requirements, availability and work orders. Planning quantities do not replace submitted stock movements.
This page is a record page in Manufacturing → Production Planning. Use the link above to open the configured destination; permissions are checked by the destination service.
ERP links open in a new tab. Sign in with your own account; record visibility, actions and approval authority follow your assigned permissions. Screens can differ by company and configuration.
Before you start
Prepare the required information: Series, Order Type, From Date, To Date, Company, Currency, Exchange Rate, Item.
Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.
Working steps
- Open Blanket Order from Manufacturing → Production Planning, or use ERP Search.
- Filter the list and open the relevant record. To add a record, use Add/New when your role provides that action.
- Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
- Add the required child rows. Review each row’s identifiers, linked records and values, using the child-table field reference below.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- When the draft is complete and you are authorized, submit it through the available approval process. Submission can create operational or accounting effects. Use the permitted cancellation/amendment process for later corrections.
Field reference
These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.
| Field | Type / behavior | How to use it |
|---|---|---|
Seriesnaming_series | Select Required | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Order Typeblanket_order_type | Select Required | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Customercustomer | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Customer |
Customer Namecustomer_name | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Suppliersupplier | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Supplier |
Supplier Namesupplier_name | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Order Noorder_no | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Order Dateorder_date | Date Optional | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
From Datefrom_date | Date Required | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
To Dateto_date | Date Required | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Companycompany | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Company |
Currencycurrency | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Currency |
Exchange Rateconversion_rate | Float Required | Rate at which document currency is converted to company currency |
Price Listselling_price_list | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Price List |
Price Listbuying_price_list | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Price List |
Price List Currencyprice_list_currency | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Currency |
Price List Exchange Rateplc_conversion_rate | Float Optional | Rate at which Price List Currency is converted to Company Currency |
Itemitems | Table Required | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Blanket Order Item |
Amended Fromamended_from | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Blanket Order |
Termstc_name | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Terms and Conditions |
Terms and Conditions Detailsterms | Text Editor Optional | Maintain formatted content for the record; review any public-facing output before publishing. |
Child tables
Item — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Item Codeitem_code | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Item |
Item Nameitem_name | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Party Item Codeparty_item_code | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Quantityqty | Float Optional | Enter a numeric value using the required unit and precision. |
Price List Rateprice_list_rate | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Price List Rate (Company Currency)base_price_list_rate | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Raterate | Currency Required | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Rate (Company Currency)base_rate | Currency Required · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Ordered Quantityordered_qty | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Terms and Conditionsterms_and_conditions | Text Optional | Provide the required record description or content. Keep operational instructions clear and applicable. |
Troubleshooting
- Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
- Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
- Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
- Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.