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Author's profile photo Former Member

Effort Reduction by Using “Blanket POs” in ByDesign Project Management

This blog may be relevant for you if

  • You regularly work with one or more service agents from the same supplier and
  • You need to staff them to more than one project.

The usual approach is to create project purchase requests from within the projects which in turn leads to one PO for each and every project.

The alternative approach uses a “blanket PO”.

Via this PO you order a service – in my example “Senior Consultancy” from a supplier.



You account assign this PO to a cost center.


Then, you simply staff the service agents of that supplier to several projects.



The system will then check if it finds “more specific” POs that are directly account assigned to the project in question. If not, the system will default the “blanket PO” in the time sheets of the 3rd party service agents.



The service agents will then be able to record any service in the projects they are working on.

These services will also be available for project invoicing (see e.g. time approval).


The service which is however recorded in the goods and services receipt is the service that you ordered from your supplier. Thus, you will have to pay exactly what you ordered while you are free to let the service agents render different services in the projects they work on.


You might tend to leave the POs open for quite a long time. The recommendation, however, is to close and recreate them regularly, say on a quarterly basis. The more service agents work on the POs the more often I would close and recreate the POs.

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      Author's profile photo Dwayne Jupiter
      Dwayne Jupiter

      Great Post. In my company we are facing the issue of managing several POs per service agent because they were requested on different Jobs. This will be a real time saver.

      I saw in the screen shot for "Source of Supply" that you included a contract item reference.

      Is this necessary to complete this process?

      Author's profile photo Former Member
      Former Member
      Blog Post Author

      Hi Dwayne,

      no, a contract is not required.

      Best regards

      Author's profile photo Laura Herkalo
      Laura Herkalo

      This is interesting - could this be used with the intercompany employees of projects scenario?