Buying Group Settings

Access

Tabs:  Vendor, Vendor Ship-From, Product

Use this routine to assign purchasing responsibilities to users based on vendor, vendor ship-from, and individual product. In each buying group, you can specify

• a single buyer ID,

• one or more vendors,

• one or more vendor ship-from addresses, and

• specific products.

To activate the Buying Group feature, check the box at the GENERAL - Activate Buying Group field in the Purchasing Control Settings. If you activate this feature, all products added to a purchase order must contain a buyer and they must all contain the same (single) buyer. The system uses the following hierarchy to search for a buyer:

1. Search the Advanced Product Settings for a buying group. If none is found,

2. Search the Advanced Product Settings for a Vendor Ship-From address. If found, check the Vendor Ship-From record for a buying group. If none is found,

3. Search the Advanced Vendor Settings for a buying group.

Once a buying group is established, the system pulls the buyer’s initials from the Buying Group record.

Buying GroupEnter the code of the buying group you want to create or edit. If you click on the Search button, a list of buyer groups appears from which you can choose.

Vendor

DescriptionEnter a description for this buying group. You can enter up to 30 characters of alphanumeric Consisting of both letter and number characters and often other symbol characters such as punctuation marks. text.

Buyer InitialsEnter the code of the buyer (that is, the user) responsible for buying products within this group. If you click on the Search button, a list of users appears from which you can choose a selection.

VendorEnter the codes of one or more vendors you want to assign to this buying group. If you click on the Search button, a list of vendors appears from which you can choose. If you select a vendor that already belongs to a buyer group, an error message appears and you must select another vendor.

Vendor Ship-From

Use this tab to specify one or more ship-from locations for selected vendors in this buying group. The products you select appear in the grid below.

VendorEnter the code of a vendor for which you want to specify one or more ship-from locations. If you click on the Search button, a list of vendors appears from which you can make a selection. If you select a vendor that already belongs to a buyer group, an error message appears and you must select another vendor. If no additional ship-from addresses have been established for the vendor, an error message appears and you must select another vendor.

Ship-FromEnter the code of the ship-from address you want to assign to this buying group. If you click on the arrow, a list of ship-from addresses associated with the selected vendor appears. You can choose a code from the list.

Product

Use this tab to assign one or more products to this buying group. The products you select appear in the grid below.

ProductEnter the code of a product you want to assign to this buying group. If you click on the Search button, a list of products appears from which you can make a selection. If you select a product that already belongs to a buyer group, an error message appears and you must select another product.