ProcureAZ

ProcureAZ 14 MASTER BLANKET CONTRACTS Objectives Create a Master Blanket contract Manage the communication of the contract with the

vendor Examine the Master Blanket completion and amendment processes Master Blanket Overview Term contract between vendor and the State of Arizona

No Shipping, Billing, or Accounting information Not an order for goods or services Does not encumber funds Create a Master Blanket PO Convert a Requisition Clone a PO or Requisition

New PO from scratch Create from a Completed Bid Complete a Master Blanket PO General Items

Vendor Control Attachments Notes Summary General Tab

Short Description Dept and Location Receipt Method Maximum Master Blanket/Contract End Date P-Card Enabled?

Type Code Single-agency Multi-agency Statewide Release Type

Standard Direct General Tab Items Tab Create Items

Minimum Order Quantity Quantity Unit Cost NIGP Class and Item Items Tab Search Items

Edit Items Assign NIGP Codes to Master Blanket Items Freight Charges 962-86 Special Items

Vendor Tab Prime contractor Payment terms Shipping terms Freight terms

Distributors Include Primary Vendor Lookup & Add Vendor Control Begin and End Dates Single-Agency

Multi-Agency Statewide Dollar Limit Minimum Order Amount Attachments

Attaching Documents Attachment Modification Notes Add Notes

Header Item Reminders Add Reminders Update Insurance Certificate

Extensions Submit for Approval Printing the PO Submit for Approval Approval Process Disapproval

Approval Vendor Notification Activity Create a Master Blanket Purchase Order Scenario

You have received a request to create a Master Blanket Purchase Order for a new purchasing contract. Master Blanket Contract Management Locate the Master Blanket PO Amend the Master Blanket PO

Locate a Master Blanket PO Documents menu POs Sent View Ordering Activity

Advanced Search Amend a Master Blanket PO Create a Change Order General tab Items Attachments

Controls Contract Extension Complete a Change Order Review and Submit Apply Change Order Vendor Acknowledgement

Change Orders to Line Items Request Activity Report Create & Edit Change Order Activity

Manage a Master Blanket Purchase Order Scenario You have received a request to review and amend a Master Blanket Purchase Order for an existing purchasing contract. Summary

Created a Master Blanket contract Managed the communication of the contract with the vendor Reviewed the Master Blanket completion and amendment processes Check Your Progress

1. Master Blanket Purchase Orders can be created _________. a. By cloning an existing document b. From a Bid award c. From scratch d. All of the above

Check Your Progress 2. Freight is always included automatically in the pricing of commodities on a contract. a. True b. False Check Your Progress

3. Multiple vendors can be added as distributors for the Blanket contract. a. True b. False Check Your Progress 4. What types of controls may be setup on a Blanket

contract? a. Active period b. Departments that can order c. Spending limits d. All of the above Check Your Progress

5. What page is used to view all of the ordering activity against a Blanket PO? a. Documents > POs > Sent b. Quick Find c. Advanced Search d. None of the above

Check Your Progress 6. The following can all be changed on a Blanket PO Change Order except _______. a. Vendor information b. Item information c. Contract end date d. Spending limits