SNAP : HOW TO: Renew Blanket Purchase Orders (BPO)

HOW TO: Renew Blanket Purchase Orders (BPO)

Summary: Use this guide to help with the blanket renewal process.

What you should do How you should do it
1 Should you renew a Blanket Purchase Order?
Review the BPO Overview
2 Review previous year's usage
See Report UCPO*100 in the Electronic Document Library (contact your Departmental Security Administrator for access).
3 Access PALWeb
Go to PALWeb - contact your Departmental Security Administrator for access
Login using your UCInetID
If you haven't activated it, you can do so at: http://activate.uci.edu
4 Select the Applications tab and then select PALWeb
If you experience any problems with this step, please call the Help Desk, (949) 824-2222.
See the PAL User Guide for using PAL instead of PALWeb
5 Locate expiring Blanket Order.
Select "PO Selection".
Enter number in "Purchase Order" field and select "Search".
In "Selection Type" drop-down window choose "Copy Blanket Order (B) to Requisition (D)" and press the button to the left of the original Blanket Order number (not the amendments).
A pop-up window reminds the user to verify the effective and expiration dates of the new Blanket Order.
6 Verify existing information on 'Copy Header' screen and change as necessary
Follow directions on transaction screens to complete the renewal process.
A red asterisk (*) indicates a required field
7 Verify existing information on 'Copy Item' screen and change as necessary.
The Description box contains information from the previous year's Blanket Order including standard instruction codes. These codes, which are 3 digits followed by an * in the 4th position (e.g. 123*), define standard terminology used in purchasing documents and should not be changed or deleted.
To view the full text associated with each code select Standard Instructions from the 'Value List'. Enter the 3 digit code of the standard instruction you wish to view.
If you need to make standard instruction changes be sure to change information only between the asterisks (*).
The effective and expiration dates and the previous year's Blanket Order number are copied to the Description box of the new requisition.
8 Forward sole source justifications and any documentation received from the vendor (including renewal notices, quotes, insurance certificates, etc.) to the Purchasing Department - ZotCode #4530.
Write requisition number on all documentation to be forwarded to Purchasing.
For detailed PALWeb instructions on completing transactions see the User Guide

For more information refer to the Purchasing main menu.

Need an expert? Contact the Office of Information Technology Help Desk at (949) 824-2222.

Notice: University policies supersede information in this document.