Use this subtask to associate a buyer with valid projects.
You can also establish default projects in this subtask that will automatically be linked to specific buyers. The primary purpose of this subtask is to limit or restrict buyer purchasing by charge numbers. You may also assign buyers to requisitions using this option.
You can use this subtask to link buyers to projects, as needed.
This subtask displays two table windows. The left (primary) table window displays Costpoint projects; the right (secondary) table window displays all records you have linked to the buyer.
You can link records to the buyer by selecting them from the primary table window and transferring these records to the secondary table window using the Select pushbutton, or by manually adding them to the secondary window, directly.
The records in the primary table window are non-editable; the records in the secondary table window, however, are editable.
After you link a record to a specific buyer, only those buyers will be permitted to charge the specific project during purchase order entry.
The non-editable field displays the project ID.
The non-editable field in the left table window displays the project abbreviation ID.
This non-editable field displays the project name.
This non-editable field displays the project status.
If "Y" displays in this field, the project is active in Costpoint; "N" indicates the project is not active.
Project *
Enter, or use Lookup to select, the project ID. The data in the Lookup originates from the Project User Flow screen (Projects\Maintain\Project).
Costpoint examines your entry to ensure its validity.
Enter, or use Lookup to select, the project abbreviation ID. The data in the Lookup originates from the Project User Flow screen (Projects\Maintain\Project).
Costpoint examines your entry to ensure its validity.
This non-editable field displays the project name.
Select this checkbox to allow the buyer to charge against the displayed project and all associated lower-level projects.
Select this checkbox to make this the default buyer for this project when new requisitions are created.
Selection of this checkbox will flag the buyer as the default buyer on a purchase requisition if you selected the Proj/Acct/Org radio button in the Buyer Assignments group box of the Requisition Settings screen (Administration\Configure\Materials).
This non-editable field displays the project status.
If "Y" displays in this field, the project is active in Costpoint; "N" indicates the project is not active.
Select this pushbutton to close or hide the subtask.
* A red asterisk denotes a required field.
Changes to this screen update the BUYER_PROJ (Buyer Project) table.