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This page allows you to create buyer groups. Tell me more.
Select the “Create Buyer Group ” link under the “Buyer Group” business component.
The “Create Buyer Group” page appears.
The system displays the following field:
Date Format |
The format in which the date fields are displayed, in this page. This format is displayed from the "User Preferences" business component based on the login user ID. In case the format is not defined, the system displays the date format from the "Enterprise Modeling" business component by default. |
Enter the following fields in the “Buyer Group Information” group box:
Buyer Group |
A unique code that identifies the buyer group to which the buyer is associated (Alphanumeric, 25). Mandatory. |
Description |
The textual description of the buyer group (Alphanumeric, 150). Mandatory. |
The system displays the following field in the “Buyer Group Information” group box:
Currency |
The system displays the base currency. The base currency is retrieved from “Enterprise Set Up” business component. |
Enter the following in the “Buyer Details” multiline:
Buyer |
The code that identifies the employee, who is designated as a buyer for the purchase organization unit of the company (Alphanumeric, 15). Mandatory. Ensure the employee code is in the “active” status and not associated with any other buyer group. |
Help facility available. |
The system displays the following field:
Name |
The name of the buyer. |
Enter the following fields:
Effective From |
The date starting from which the buyer is valid in the buyer group (Date Format). |
Effective To |
The date till which the buyer remains valid in the buyer group (Date Format). Mandatory. Ensure this date is later than the “Effective From” date and the current server date. |
Buyer Minimum Value |
The minimum amount from which the buyer has authority to procure parts (Decimal). If you leave this field blank, the system assigns zero to this field. |
Buyer Maximum Value |
The maximum amount up to which the buyer has authority to procure parts (Decimal). Mandatory. Ensure that this amount is greater than the “Buyer Minimum Value” amount entered. |
Buyer Type |
Use the drop-down list box to select the type of buyer in the buyer group. The system lists the following:
Data selection in this field is mandatory if a valid buyer is specified. |
Note: If a Buyer has been identified as a Buyer of type ‘Primary’ in one Buyer Group, the Buyer cannot be a Buyer of Type of ‘Primary’ in any other ‘Buyer Groups’.
Check the box in the “Select” column of the multiline, to select the buyer to map part types, categories or documents, or mark the buyer for deletion.
Click the Delete icon in the tool bar above the multiline, to delete the selected buyer from the buyer group.
Click the “Create Buyer Group” pushbutton, to create the buyer group.
The system performs the following:
Displays the current server date, if the “Effective From” field in the multiline is left blank, on clicking the “Create Buyer Group” pushbutton.
Displays “Zero” as the “Buyer minimum value” field in the multiline if that field is left blank.
Note: The system creates the buyer group in “Active” status. The system associates the buyers in the multiline to the buyer group.
Select the “Edit Part Type Mapping” link, to map part types to the buyer group.
Select the “Edit Document Mapping” link, to map documents to the buyer group.
Select the “Edit Document Type Mapping” link, to map document type to the buyer group.
Select the "Edit Document Attributes Mapping" link, to map the attributes of the document to the buyer group.
Creating a buyer group – An overview
This page allows you to create buyer groups. Each buyer group is identified with a unique number. A buyer group can be defined based on criteria, such as buyer group for procurement of raw materials, spares, components, and kits. Creating buyer groups helps you to have a better control over procurements and traceablility of purchases made.
This page also allows you to add buyers to a valid buyer group. A buyer is identified with the employee code.
In this page, you can specify the effective date period during which the user login ID is valid as a buyer for the selected buyer group. You can also specify the minimum and maximum amount upto which the buyer can procure parts. The system creates the buyer group and sets the status as “Active”.
Specify effective date period for a buyer group
Specify effective date period for a buyer group
You can specify the effective date period during which the buyer is valid in the buyer group.
Enter the starting date in the “Effective From” field, from which the buyer is valid in the buyer group.
Enter the ending date in the “Effective To” field, till which the buyer remains valid in the buyer group.