Budgets (Blanket PO) - Configuration
Account and group administrators can configure Budgets (Blanket PO) to suit their organizational structure.
General configuration:
Budget Management Administrators can:
- View budget status
- Edit budget details including: amount and dates, administrator notes, requisitioner visibility, compliance controls, low fund notifications
- Delete unused budgets
- Require all group purchases to use budgets
- Edit budget fields during approval process
- Manage recurring budgets: set allocation amounts, configure rollover settings, choose how to handle unspent funds
To view budget status:
- Select Business Settings
- Select Groups and [Group Name]
- Select Billing & Shipping and then Budgets
Note: If other PO options are enabled, buyers can select those options instead of using budgets during checkout.
Member-level configuration:
Budget allocation and notifications administrators can:
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Set budgets for groups or individual buyers
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Add allocations by searching member email or name, setting automatic allocation for new members, using bulk-assign for all members, distributing funds evenly or specifically configure recurring allocations
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Restrict budget access to allocated members only
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Allow unallocated members to use the remaining funds
System features:
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Automatic expiration notifications at 10 and 3 days
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Flexible payment method options following group settings
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Automatic budget updates for returns/refunds
Restrictions:
- Customers using punchout integrations are not able to use Budgets (Blanket PO) at checkout.
- A Finance user can view and run reports for all blanket purchase orders within their group. However, Finance users cannot create or edit blanket purchase orders.
- We allow a maximum of 5,000 blanket purchase orders per group, including previously disabled purchase orders. If you must have member-level allocations for more than 5,000 people in your account, create more groups and add different people within those groups.
Other resources: Budgets (Blanket PO) - Set up
