Enter Buyer
Explanation
Use this activity to enter a buyer. This is mandatory to
be able to proceed with
the procurement process. A buyer assigns a responsibility for reporting and
analysis purposes. The buyer is firmly connected to the person record. You
cannot change the ID or the name in this window. Changes must be done in the person
record.
You can have the following buyer connections:
- It is mandatory to specify a buyer for the suppliers in the
supplier record. Do this in the General sub-tab of the
Purchase
tab, the Supplier window.
- A buyer can also be connected to the purchase part in the
purchase part record. Do this in the General
tab in the Purchase Part window.
- A user default buyer can also be entered in the
Sites per User
window.
The following presents the relationship between the connections:
- If a buyer is only defined for a supplier, it is set as default for the
purchase requisitions and purchase orders for that supplier.
- If a buyer is also defined for a purchase part, it is set as default for
the purchase requisitions with that purchase part, while the buyer for the
supplier remains the default for the purchase orders.
- When converting a purchase requisition to a purchase order, the default
buyer from the purchase requisition is carried over. However, you can use
the buyer from the supplier by selecting the Use Default Buyer Code from
Supplier check box.
- If a buyer is also defined for a user (regardless of buyers defined in
purchase part and/or supplier), it is automatically set as default both for
manually created purchase requisitions and manually created purchase orders, i.e., the buyer on the user
overwrites any buyer on the Supplier and purchase part.
A given buyer can always be manually changed.
Other field of applications include entering request for quotations and with posting control.
Prerequisites
- The user must be entered in the
Person window.
- The buyer's phone number is displayed only if the Method Default check
box is selected in the
Person window, in the
Communication Method tab, in IFS/Enterprise.
System Effects
- The people in charge of purchasing are entered as
buyers. The buyers are then available in the List of Values, for example, in the
Purchase Order window and the
Request for Order Quotation
window.
- If you select the Blocked for Use check box, the buyer will not be
available for further use and will not appear in the List of Values.
Window
Procurement Basic Data
Related Window Descriptions
Procurement Basic Data
Procurement Basic Data/Buyers
Update Default Buyer
Procedure
- Click the Buyer tab in the
Procurement Basic Data window.
- Create a new record.
- Enter the person ID in the Buyer Code field for the person that will be entered as a
buyer, or use the
List of Values. The name and
any phone number are automatically filled in once this
is done.
- Optionally, select the Blocked for Use check box to block the
buyer from further use.
Note: If you block a buyer that is specified as the default value in
the
Sites per User window, a dialog
box appears when you select the Blocked for Use check box. Specify a
different buyer to update the default buyer ID for all users whose current
default value is the one you blocked.
- Save your entry.