Enter Purchase Groups

Explanation

This activity is used to enter a purchase group for grouping purchase parts. These purchase groups later function as a statistical tool to obtain statistical reports in query windows and printouts, as well as control types for posting control. For no-number part lines, purchase groups determine the posting rules.

Examples of usage together with other features:

• You can specify a purchase group for a purchase part in the General tab in the Purchase Part window. If a purchase group is connected to a purchase part, the over delivery tolerance specified for the purchase group will be considered in an instance where the purchase part is not assigned with a over delivery tolerance percentage.
• You can use the purchase groups as a selection method when changing supplier for purchase parts in the Change Supplier for Parts dialog box.
• You can use purchase groups together with authorization rules in the Purchase Requisition Authorization Rule window.
• You can use the purchase group for entering discounts and additional costs from a specified supplier. For the combination of supplier and purchase group, you can define discount and additional cost. These terms will be used for all purchase parts bought from the supplier if the purchase part is connected to the purchase group. This is valid unless there is information entered with a higher priority.

Prerequisites

No specific prerequisites.

System Effects

The purchase group for grouping purchase parts is entered. Note that the purchase group ID cannot be changed after saving the record. It is then available in the List of Values.

Window

Procurement Basic Data

Related Window Descriptions

Procurement Basic Data
Procurement Basic Data/Purchase Groups

Procedure

1. Open the Procurement Basic Data window and then click the Purchase Groups tab.
2. Create a new record.
3. Enter the ID of the group in the Purchase Group ID field. It can be a maximum of 6 alphanumeric characters. Note that the ID cannot be changed after saving the record. The code entered here will work as a short code in the system.
4. Enter a purchase group description in the Purchase Group Description field, with a maximum of 35 characters.
5. Select the Perform Check option from the Delivery Check list to enable the purchase part over delivery check settings. You can add an over tolerance percentage and set actions for receiving authorized and non-authorized purchase orders as desired. If you set blank as the delivery check, then the system will consider the site settings for over delivery check.
6. Enter the short code of the customs statistics number or select a value from the List of Values.
7. The relevant customs statistics number description will appear in the Customs Stat Desc field. 
8. Save the record.