The PantherExpress System's Blanket/Standing Order Standard Form is recommended for periodic ordering of a product over time. The blanket PO should be established for the total planned dollars to be spent over a period of time, making change requests less necessary.
The recommendation is for a blanket PO to be on a 12-month or fiscal year cycle. There are situations where a longer period may be beneficial, but a 12-month or fiscal year cycle allows the requestor to manage the blanket PO more easily.
The requestor/ blanket PO owner is responsible for:
- Ensuring the blanket PO continues to have enough funds to avoid delays in invoice payment.
- Closing the blanket PO when it is no longer needed and for notifying the supplier that the blanket PO is closed so no further invoices are received for that blanket PO.
- Attaching a completed and signed directed or sole source justification form if the total spend will be over $10,000. Intentionally keeping the PO value $10,000 or less and adding dollars via a change request to avoid having a directed or sole source justification form on file violates University policy FN 07.
- Issuing a new blanket PO, as needed when the current blanket PO expires,
- Issuing the new blanket PO prior to placing new orders,
- Advising the supplier of the new blanket PO number.
- Issuing a new blanket PO, as needed, when the account number (GL String) needs to be updated after the blanket PO has already been fully invoiced, as the blanket PO owner will need to close the blanket PO and create a new blanket PO for the balance of funds (blanket PO GL string cannot be updated).
- If the blanket PO owner leaves the department or the University, ownership of all active blanket PO’s must be transferred to another member within the department or the blanket POs should be closed. To transfer blanket POs to a new owner, contact PPT Customer Service.
- Otherwise, department personnel can continue to over-purchase on the blanket POs and no one can correct the blanket POs.
- The blanket PO owner is responsible to respond to Payment Processing comments in a timely manner.
- The blanket PO owner is responsible to obtain credits for returned or defective goods/merchandise,
- Failure to comply with the above standards may result in temporary loss of purchasing access.
To find blanket POs that you requested in the PantherExpress System, you may search by:
- Going to the Orders tab, choosing Search and then Purchase Orders.
- Under Created Date it defaults to the Last 90 Days. You may click the triangle to the right for a drop down to pick a different timeframe.
- Under Add Filter, click the triangle and under General Information choose PO Owner. A search box will open. Type in your last name, check the box next to your name, and click Apply.
- Under Add Filter, click the triangle and under Item Details choose Form Type. A search box will open. Select Blanket Order and click Apply.
- If you wish to export the results, click on Export All.