Notes On Blanket Order

The Notes on Blanket Order feature introduces an improved note-taking functionality within the Blanket Order module. It ensures that any notes added to a blanket order seamlessly carry over to the Purchase Order (PO) created from it. These notes are also displayed on the PO PDF and the customer/vendor portal, promoting better communication and maintaining a comprehensive record of important details.

Key Functionalities:

1. Add Notes to Blanket Orders:
   1. Users can add custom notes to the blanket order.
   2. The notes section is prominently displayed in the blanket order form view for easy access.
2. Automatic Note Transfer to POs:
   1. When a PO is generated from a blanket order, the notes from the blanket order are automatically transferred to the corresponding PO.
3. Display Notes on PO PDF:
   1. Notes appear on the PDF version of the PO for clarity and documentation purposes.
4. Portal Visibility:
   1. Notes are visible on the PO through the customer/vendor portal, improving transparency and communication.

Key Benefits:

1. Improved Documentation: Ensures critical information recorded in blanket orders is consistently carried forward to POs.
2. Enhanced Communication: Makes important notes accessible to both internal teams and external stakeholders via PDFs and the portal.
3. Seamless Workflow Integration: Automatically transfers notes, reducing the need for repetitive data entry.
4. Transparency for Vendors/Customers: Visible notes on the portal help clarify purchase details, fostering better relationships with stakeholders.

Example Use Case:

A purchasing manager creates a blanket order with a note stating specific instructions for delivery timing. When a Purchase Order is generated from the blanket order, the note is automatically transferred to the PO. The vendor, accessing the PO via the portal, can view the note and ensure delivery aligns with the specified timing.