Enter Buyer
Explanation
Use this activity to enter a buyer. This is mandatory to be able to proceed
with the procurement process. A buyer assigns a responsibility for reporting
and analysis purposes. The buyer is firmly connected to the person record. You
cannot change the ID or the name in this page, changes must be done in the person
record.
You can have the following buyer connections:
- It is mandatory to specify a buyer for the suppliers in the supplier
record. Do this on the General tab
of the Supplier Purchase page.
- A buyer can also be connected to the purchase part in the purchase part
record. Do this on the General tab
in the Purchase Part page.
- A user default buyer can also be entered in the
Sites per User page.
The following presents the relationship between the connections:
- If a buyer is only defined for a supplier, it is set as default for
the purchase requisitions and purchase orders for that supplier.
- If a buyer is also defined for a purchase part, it is set as default
for the purchase requisitions with that purchase part, while the buyer for
the supplier remains the default for the purchase orders.
- When converting a purchase requisition to a purchase order, the default
buyer from the purchase requisition is carried over. However, you can use
the buyer from the supplier by enabling the Use Default Buyer Code from
Supplier option.
- If a buyer is also defined for a user (regardless of buyers defined
in purchase part and/or supplier), it is automatically set as default both
for manually created purchase requisitions and manually created
purchase orders, i.e. the buyer on the user overwrites any buyer
on the Supplier and purchase part.
A given buyer can always be manually changed.
Other field of applications include entering request for quotations and with
posting control.
Prerequisites
- The user must be entered in the
Person page.
- The buyer's phone number is displayed only if the Method Default
option is enabled in the
Person page, in
the Communication Method tab, in IFS/Enterprise.
System Effects
- The people in charge of purchasing are entered as buyers. The buyers
are then available in the List of Values, for example, in the
Purchase Order page and the
Request for Order Quotation
page.