Creating buyers

You must create an employee record before you can create a buyer record.

  1. Select Supply Management > Supply Management Setup > Purchasing > Buyers.
  2. Click Create.
  3. On the Main tab, specify this information:
    Buyer
    Select a buyer code.
    Procurement Group
    Select a procurement group. Buyers are required to link to a procurement group.
    Buyer Group
    Select a buyer group. Buyer groups are used for reporting and inquiry.
    Reference 1 and 2
    Specify up to two references.
  4. In the Options sections, specify this information:
    Limit Per PO
    Specify the maximum amount per purchase order that must not exceed. If the buyer order exceeds this amount, then the order cannot be released except by the administrator.
    Require Commodity Code
    Select this check box if a buyer is required specify a commodity code when creating purchase order lines.
    Require Purchasing Classes
    Select this check box if purchasing classes are required.
    Allow To Release PO Over Limits
    Select this check box to allow a PO to be released when limits such as Minimum Order or Maximum Quantity have been exceeded.
    Allow Display of Procedure Information
    Select this check box to provide the access to the buyer to use the Procedure Information fields. Procedure Information fields are necessary for the bill only requisition and purchase order functionality. This functionality is used for implants or other devices used during a medical procedure. If this field is selected, then the Procedure Information tab is available to this buyer.
  5. In the Allow Unit Cost Override section, specify this information:
    From Contracts
    Select this check box to override the cost on the purchase order if the cost is from the vendor contract.
    From Last PO or Last Cost
    Select this check box to override cost on the purchase order if the cost is from the last PO or the last cost.
    From Strategic Sourcing
    Select this check box if buyers can override the cost on purchase orders created from Strategic Sourcing.
  6. In the Defaults section, select the purchase approval type.
  7. In the Purchase Request Filters section, specify this information:
    Buyer
    Select this check box to set a default buyer value.
    Buyer Purchasing Classes
    Select this check box to set a default value for buyer purchase classes.
    Buyer Vendors, Purchase From Locations
    Select this check box to set a default value for vendor.
    Buyer Ship To Locations
    Select this check box to set a default value for buyer ship to locations.
    Buyer Requesting Locations
    Select this check box to set a default value for buyer requesting locations.
    Items With No Vendor
    Select this check box to set a default value for items with no vendor.
    Items With No Cost
    Select this check box to set a default value for items with no cost.
    Item Type
    Select an item type.
    Delivery Days
    Specify the number of delivery days.
    Priority Range
    Use this range to filter buyers by priority.
    PO Code
    Select the PO Code to use as the default value for this buyer.
    Manufacturer
    Select the item manufacturer code to use as a default value for this buyer.
    Contract
    If there is a price contract associated with this item, select vendor contract.
  8. On the Contact tab, specify this information:
    Country
    Select the name of the country if the buyer's address is not in the United States.
    Type
    Select the address type.
    Latitude
    Specify the latitude of the location.
    Longitude
    Specify the longitude of the location.
    Altitude
    Specify the altitude of the location.
  9. Click Save.
    The Purchasing Classes, Companies And Locations, and Vendors And Locations tabs are now available.