Use this subtask to select projects to be associated with this Buyer for use during purchase order entry. Use it when the Buyer table is initialized or whenever Projects associated with this Buyer need to be modified.
These non-editable fields display the buyer and employee names from the main screen.
The Project linkage works in conjunction with the setting of the Buyer Proj/Acct/Org Validation Code established in the PO Settings screen. If you selected the "Implicit" code in the Buyer Proj/Acct/Org Validation Code drop-down box, the buyer does not need to be linked to any project that is to be charged on the purchase order. However, if any one buyer has been linked to a project, then all other buyers charging that same project must also be linked to the combination.
If the you selected the "Explicit" code in the Buyer Proj/Acct/Org Validation Code drop-down box, then the project must be linked to each buyer that wishes to charge it during purchase order entry.
This group box contains two table windows. The table window on the left of the screen includes all projects that exist in the system. The table window on the right of the screen will include all projects that have been linked to this Buyer.
These fields include all projects in the system and are display-only. Each project's respective name and corresponding abbreviation is also displayed, along with a "Y"/"N" flag to indicate if a project is currently active in the system.
Once a project row has been highlighted, use the Select pushbutton to have that row appear in the child table window on the right. This project has now been linked to the given Buyer. Once a project has been associated with any one Buyer, only those Buyers that are also associated with that same project may charge it during purchase order entry.
You can remove the "Linked" combinations that appear in the child table window on the right by highlighting the desired rows and using the Deselect pushbutton.
This "Y" (Yes)/"N" (No) flag in the right table window gives the Buyer access to all lower-level projects. If the Buyer is authorized for a particular project, he can additionally be authorized for all lower levels of that project. You can change the flow-down flag only at level one of a given project.
Identify a default project for this buyer. You can identify only one project as the default. This default is for future use in Costpoint Procurement Planning.