Blanket releases

Step by step

1. Agreement Approver or Controller or Procurement Manager

   Approver, Controller and Procurement Manager decide their assigned matrix tiers for the agreement scope and ceiling. Procurement Manager separately signs the commercial terms and renewal notice. Buyer can prepare draft rates; a Procurement Manager other than their preparer activates the reviewed rates. A signed document without the required recorded authority does not permit release.

   • reviewed term, scope and ceiling authorised
   • Updates Master agreements, Contract rates, Spend approvals, Spend approval lines, Approval steps
   ApprovalA person approves before the work moves on.

2. Release Requester or Buyer

   Requester or Buyer prepares covered items, quantities and delivery dates. Every line uses an effective rate belonging to the agreement. Release validates scope, supplier eligibility and remaining approved capacity and reserves it once. A request beyond the ceiling stays held until separately authorised scope exists; retry or concurrent release cannot consume the same capacity twice.

   • scope validated and available capacity reserved once
   • Updates Blanket releases, Blanket release lines, Commitment allocations

3. Order Buyer

   Buyer reviews the generated order and its link to the release. Reused agreement approval applies only while the line scope, rates and reserved authority remain valid. Pricing and supplier holds still apply. Buyer sends the approved revision through the configured supplier channel, and Supplier acknowledges the revision it will fulfil.

   • approved generated order issued and acknowledged
   • Updates Purchase orders, PO line items, Blanket releases

4. Receive Receiving Clerk or Requester

   Receiving Clerk confirms accepted dock deliveries; Requester confirms assigned desk receipts. A configured warehouse connection can supply dock evidence. Partial acceptance leaves the remaining obligation open. Rejections and returns preserve their quantity treatment; returning already-rejected goods does not reduce accepted fulfilment again. Release completion follows its generated order’s applicable fulfilment and close conditions.

   • accepted fulfilment updates remaining delivery
   • Updates Receipts, Receipt line items, PO line items, Blanket releases

5. Burndown Controller

   Controller reviews agreement consumption against budget. The agreement uses posted commitment allocations, including amendments and fulfilled value. A release retains its initial value and the current commitment of its generated order. Approved cancellation releases only unfulfilled capacity. The projection uses observed consumption and should be reviewed with timing and scope assumptions.

   • current and fulfilled commitments reconcile to ceiling
   • Updates Master agreements, Blanket releases, Commitment allocations

6. Renew or let lapse Approver or Controller or Procurement Manager

   Approver, Controller and Procurement Manager decide the assigned matrix tiers for changed scope or ceiling. Procurement Manager signs the renewal or records expiry using Buyer’s sourcing review. Additional capacity requires its own approved version. An agreement entering its notice window can remain usable while still valid; expiry or termination blocks new releases without erasing existing order obligations.

   • renewal or ceiling change approved; lapse blocks new releases
   • Updates Master agreements, Spend approvals, Spend approval lines, Approval steps
   ApprovalA person approves before the work moves on.

Approver

Decides assigned business tiers.

Controller

Decides its financial tier and reviews commitment.

Procurement Manager

Decides its procurement tier, signs agreements and activates independently prepared rates.

Buyer

Prepares rates, releases and supplier orders.

Requester

Raises eligible releases and confirms desk deliveries.

Receiving Clerk

Records dock acceptance.

Supplier

Acknowledges orders and provides delivery evidence.