Use this tab to designate buyers and control what they are permitted to do for records in Purchase Requisitions, Request for Quotes, and Purchase Orders in the Purchasing application.
Contents
Buyers Grid
Use the Buyers grid to specify employees as buyers and control the actions that they are permitted to complete.
Buyers Grid Toolbar
| Field | Description |
|---|
| Buyers Drop-Down
|
Click the drop-down arrow on a grid header to complete any of the following actions:
- To print grid data, click
Print. On the Print Preview form, click
to send the grid data to your default printer.
- To export grid data to an Excel spreadsheet, click
Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally.
- To turn on grouping for a grid, click
Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display.
Not all options are available on all grids.
|
 Insert
|
Click this option and ion the Employee lookup, select the one or more employees to designate as buyers. To select more than one employee, press the CTRL key on your keyboard as you click each employee name. Vision adds a row to the grid for each employee that you select.
|
 Delete
|
Select a row in the grid to delete, and then click this option to remove the selected buyer from the grid. You cannot delete a buyer if the buyer is associated with any open purchase orders, purchase requisitions, or requests for price quote.
|
Buyers Grid Fields
| Field | Description |
|---|
| Name
|
This field displays the name of the employee that you selected when you clicked
Insert on the grid toolbar.
|
| PO Limit
|
Enter the maximum monetary amount of purchase orders that this employee can create and have pending at the same time.
If you use the Multicurrency feature, Vision converts the purchasing transaction amount to the functional currency of the active company before applying this limit.
|
| PO Template
|
From the drop-down list, select the purchase order template that this buyer must use to create purchase orders.
|
| Edit All PR
|
This setting applies if you do not use an approval workflow for approving purchase requisitions. Select this check box to allow this buyer to do any of the following:
- Edit purchase requisitions before they are submitted.
- Final print purchase requisitions.
- Cancel purchase requisitions that the buyer did not create.
If you use an approval workflow for approving purchase requisitions, the approval workflow controls who can edit a purchase requisition after it is submitted and in progress.
|
| Edit All RFQ
|
This setting applies if you do not use an approval workflow for approving request for price quotes. Select this check box to allow this buyer to do any of the following:
- Edit request for price quotes before they are submitted.
- Final print request for price quotes.
- Cancel request for price quotes that the buyer did not create.
If you use an approval workflow for approving request for quotes, the approval workflow controls who can edit a request for quote after it is submitted and in progress.
|
| Edit All PO
|
This setting applies if you do not use an approval workflow for approving purchase orders. Select this check box to allow this buyer to do any of the following:
- Edit purchase orders before they are submitted.
- Final print purchase orders.
- Cancel purchase orders that the buyer did not create.
If you use an approval workflow for approving purchase orders, the approval workflow controls who can edit a purchase order after it is submitted and in progress.
|
| Close PR
|
Select this check box to allow this buyer to close purchase requisitions.
|
| Close RFQ
|
Select this check box to allow this buyer to close requests for price quotes.
|
| Close PO
|
Select this check box to allow this buyer to close purchase orders.
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| View All PR
|
Select this check box to permit this buyer to open all purchase requisitions from the Purchase Requisition lookup, and to see, but not change, purchase requisitions that the buyer did not create.
|
| View All RFQ
|
Select this check box to permit this buyer to open all requests for price quotes from the Requests for Price Quotes lookup, and to see, but not change, requests for price quotes that the buyer did not create.
|
| View All PO
|
Select this check box to permit this buyer to open all purchase orders from the Purchase Order lookup, and to see, but not change, purchase orders that the buyer did not create.
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