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This page allows you modify the details of the selected buyer group. Tell me more.
Select the “Edit Buyer Group” link in the “Select Buyer Group” page. Alternatively, select the hyperlinked buyer group in the multiline of the same page.
The “Edit Buyer Group” page appears.
The system displays the following:
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. |
The system displays the following field in the “Buyer Group Information” group box:
Buyer Group |
The buyer group selected in the “Select Buyer Group” page. |
Modify the following fields, if required:
Status |
Use the drop-down list box to change the status of the buyer group as “Active” or “Inactive”. |
Set the status as “Inactive” to disable the buyer group from future reference in other activities. Buyer groups in “Inactive” status will not be available for materials procurement. |
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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. |
Modify the following in the “Buyer Details” multiline, if required:
Buyer |
The code of 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 mapped to any buyer group. |
Help facility available. |
The system displays the following:
Name |
The name of the buyer. |
Modify the following fields, if required:
Effective From |
The date 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 that 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 items (Decimal). |
Buyer Maximum Value |
The maximum amount up to which the buyer has authority to procure items (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. |
Check the box in the “Select” column of the multiline, to select the buyer group for modifying part type, part category and document mapping, or to select the buyer for deletion.
Click the Delete icon in the tool bar above the multiline, to delete the selected buyer from the group.
Click the “Edit Buyer Group” pushbutton, to save the modified details.
The system performs the following:
Ensures that if the type of buyer or employee is set as “primary” it cannot be set as primary in any other active buyer group.
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.
To proceed, carry out the following
Select the “Edit Part Type Mapping” link, to modify the part types mapped to the buyer group.
Select the “Edit Part Category Mapping” link, to modify the part categories mapped to the buyer group.
Select the “Edit Document Mapping” link, to modify the document types mapped to the buyer group.
Select the “Edit Document Type Mapping” link, to modify document type to the buyer group.
Select the "Edit Document Attributes Mapping” link to map the attributes of the document to the buyer group.
The system displays the following in the “Record Statistics” group box:
Created by |
The name of the user who created the buyer group. |
Created Date |
The date on which the buyer group was created. |
Last Modified by |
The name of the user who last modified the buyer group. |
Last Modified Date |
The date on which the buyer group was last modified. |
Modifying buyer group details – An overview
This page allows you modify the details of the selected buyer group. You can modify the status and the description of the buyer group. You can change the status of the buyer group from active to inactive or vice versa.
This page also allows you to add or remove buyers from the selected buyer group. In this page, you can also modify buyer details, such as the buyer number, effective date period for which the login identity of the buyer is valid, buyer minimum value and buyer maximum value.
Change the status of the buyer group
Modify the effective date period for a buyer
Change the status of the buyer group
You can modify the status of the buyer group to either “Active” or “Inactive”. Only the buyer group in the “Active” status can procure materials. A buyer group in “Inactive” status will not be able to procure materials.
Set the “Status” field as “Active”, to change the status of the buyer group to “Active”.
Set the “Status” field as “Inactive”, to change the status of the buyer group to “Inactive”.
Modify the effective date period for a buyer
You can modify the effective date period during which the buyer is valid as part of the buyer group.
Set the starting date in the “Effective From” field from which the buyer is valid in the buyer group.
Set the ending date in the “Effective To” field till which the buyer is valid in the buyer group.