Buyers

Enter up to 12 alphanumeric characters to identify the buyer.

Enter, or use Lookup to select, up to 12 alphanumeric characters to designate the employee ID. The employee name displays in the adjacent, non-editable field.

The data in the Lookup originates from the Employee User Flow screen (People\Maintain\Employee).

Enter the maximum dollar amount the buyer is authorized to charge on a purchase order.

A designation of "0" indicates that the buyer has no purchase order limit.

Enter the maximum dollar amount the buyer is authorized to charge on a purchase order line.

A designation of "0" indicates that the buyer has no purchase order limit.

Enter up to 10 alphanumeric characters to identify the last purchase order number used by this buyer. This number designates the starting number to be used for buyer auto-numbering.

If you selected the Buyer radio button in the PO Numbering Method group box of the Purchasing Settings screen (Administration\Configure\Materials), you must enter data in this field.

The system will automatically increment the number in this field by one as you enter purchase orders into the system.

The auto-numbering function can be overridden manually in the Enter Purchase Orders screen (Materials\Transactions\Purchase Orders) in order to assign a specific number to a purchase order.

If you did not select the Buyer radio button in the Purchasing Settings screen (Administration\Configure\Materials), you should not enter data in this field.

Select this checkbox to allow the buyer to enter and/or maintain purchase orders in the Enter Purchase Orders screen (Materials\Transactions\Purchase Orders).

Selection of this checkbox is a system default; however, you can deselect this checkbox to prevent the buyers from entering or maintaining purchase orders associated with their buyer IDs.

A purchase order is a document that represents written authorization which allows a vendor to ship products to a company at a specified price.

Select this checkbox to allow the buyer to enter blanket purchase orders in the Enter Purchase Orders screen (Materials\Transactions\Purchase Orders).

A blanket purchase order typically represents an agreement with a vendor to purchase products, goods and/or services on a regular basis at a specified price over a period of time.

A blanket purchase order has a designated quantity and/or monetary value associated with it and can be used repeatedly until this amount diminishes entirely.

If you do not select this checkbox, the buyer will not be able to enter blanket purchase orders.

Select this checkbox to allow the buyer to create blanket purchase order releases in the Create Blanket PO Releases or the Enter Purchase Orders screen (Materials\Transactions\Purchase Orders).

A release is a request to the vendor to perform a portion of the services needed or to deliver a portion of the materials requested within the timeframe designated by the blanket order.

If you do not select this checkbox, the buyer will not be able to create or maintain blanket purchase order releases.

Select this checkbox to allow the buyer to create subcontract purchase orders in the Enter Purchase Orders screen (Materials\Transactions\Purchase Orders).  

A subcontract order is an agreement with a subcontractor for services rendered. The subcontract purchase order allows project managers, generally, to identify the work completed by the subcontractor for payment. The manager can identify either a percentage of completion or an actual dollar amount.

If you do not select this checkbox, the buyer will not be authorized to enter and/or maintain subcontract purchase orders.

Enter, or use Lookup to select, up to 12 alphanumeric characters to identify the default branch location code. The branch location name and description display in the adjacent, non-editable fields.

The data in the Lookup originates from the Branch Locations screen.

The code you enter here will default onto the purchase order but can be changed as needed.

This field displays the default address code associated with the branch location you selected, if applicable.

Enter, or use Lookup to select, up to 10 alphanumeric characters to identify the default address code.

The data in the Lookup originates from the Branch Locations screen.

A branch location can have multiple address codes.

The code you enter here will default onto the purchase order but can be changed as needed.

Enter, or use Lookup to select, up to 12 alphanumeric characters to identify the default branch location code. The branch location name and description display in the adjacent, non-editable fields.

The data in the Lookup originates from the Branch Locations screen.

The code you enter here will default onto the purchase order but can be changed as needed.

This field displays the default address code associated with the branch location you selected, if applicable.

Enter, or use Lookup to select, up to 10 alphanumeric characters to identify the default address code.

The data in the Lookup originates from the Branch Locations screen.

A branch location can have multiple address codes.

The code you enter here will default onto the purchase order but can be changed as needed.