How to Create a Blanket Purchase Order

A.     CREATE A BLANKET PURCHASE ORDER

NOTE: Blanket Agreements are typically established for the duration of the current fiscal year.
NOTE: If any unused funds remain on the Blanket Purchase Agreement, at the end of the fiscal year, Purchasing will credit back the funds to the account.

1. From UWinsite Finance, click on the Navigator and under Procurement select Purchase Requisitions
2. From the Requisitions page, click on More Tasks and select Request Noncatalog Item
3. Create Noncatalog Request page is displayed, enter in the required information
   • Item Type: Services billed by amount
   • Item Description: Blanket Agreement – Company Name Fiscal Year
     • The Item Description naming is important as it is used by Procurement to search all current Blanket Agreement
   • Category Name: Select Appropriate Category
   • Currency: CAD
   • Negotiated: Check Off Box
   • Supplier: Select Appropriate Supplier
   • Supplier Site: Confirm it is desired Supplier Site
     • All active sites (locations) will be displayed in drop down
4. Under Attachments, click the Plus Sign (+)
   NOTE: Any quotes or agreements with the supplier should be attached
5. Click Browse and select appropriate files for upload
6. The Title field will self populate with the name of the file, enter in the Description of the file
7. Once all supporting attachments have been added, click Add to Cart
8. Click on the Shopping Cart Icon and select Review
9. Review the following information:
   • Requestor: Your Name or Delegator Name
   • Deliver To Location: UW - Main Campus – Receiving Doc
     • If Deliver To Location is not setup, the system will not allow you to submit request.
   • Charge Account: Default Expense Account
     • If charging a project, enter the Project Number in the Project Number field and do not alter the Charge Account field. The system will automatically reroute the approval work flow.
     • If you need to split the cost between different account, click the Split Icon, enter in the Charge Account and the Percentage amount for each account.
10. Click Save and then Save and Close if not completed or click Submit

B.     RECEIVE A BLANKET PURCHASE ORDER

NOTE: Blanket Purchase Orders can be received once confirmation of Purchase Order has been emailed.
NOTE: Blanket Purchase Orders can be partially received per invoice, received in installments or in full

1. From UWinsite Finance, click on the Navigator and under Procurement select My Receipts
2. From the Receive Items page, enter in the required information

NOTE: Different Advanced Search parameters can also be used

1. Requestor: Your Name
2. Items Due: Any Time
3. Requisitioning BU: UW BU

3. Click Search
4. Under Search Results, Highlight the desired Requisition and click Receive
5. In the Create Receipts page, the remaining amount owing is shown in the Quantity field. Enter in the Amount Received, to be paid to the supplier, based on the invoice or agreement, and click Submit

NOTE: The Quantity amount will reflect the received amount once a receipt is submitted

6. Confirmation page will be displayed – You created the following receipt numbers: XXXXX, click Ok