Enter Purchase Groups
Explanation
This activity is used to enter a purchase group for grouping purchase parts. These purchase groups later function as a statistical tool
to obtain statistical reports in query windows and printouts, as well as control
types for posting control. For no-number part lines, purchase groups determine
the posting rules.
Examples of usage together with other features:
- You can specify a purchase group for a purchase part in the
General tab
in the Purchase Part
window. If a purchase group is connected to a purchase
part, the over delivery tolerance specified for the purchase group will be
considered in an instance where the purchase part is not assigned with a
over delivery tolerance percentage.
- You can use the purchase groups as a selection method when changing supplier
for purchase parts in the
Change Supplier for Parts dialog
box.
- You can use purchase groups together with authorization rules in the
Purchase
Requisition Authorization Rule window.
- You can use the purchase group for entering discounts and additional costs
from a specified supplier. For the combination of supplier and purchase
group, you can define discount and additional cost. These terms will be used
for all purchase parts bought from the supplier if the purchase part is
connected to the purchase group. This is valid unless there is information
entered with a higher priority.
Prerequisites
No specific prerequisites.
System Effects
The purchase group for grouping purchase parts is entered. Note that
the purchase group ID cannot be changed after saving the record. It is then
available in the List of Values.
Window
Procurement Basic Data
Related Window Descriptions
Procurement Basic Data
Procurement Basic Data/Purchase Groups
Procedure
- Open the Procurement Basic Data window and then click the
Purchase Groups
tab.
- Create a new record.
- Enter the ID of the group in the Purchase Group ID field. It can be a
maximum of 6 alphanumeric characters. Note that the ID cannot be
changed after saving the record. The code entered here will work as a short code in the system.
- Enter a purchase group description in the Purchase
Group Description field, with a maximum of 35 characters.
- Select the Perform Check option from the Delivery Check
list to enable the purchase part over delivery check settings. You can add an over tolerance percentage
and set actions for receiving authorized and non-authorized purchase orders as desired. If you set blank as the delivery check, then the system will consider the
site settings for over delivery check.
- Enter the short code of the customs statistics number or select a value
from the List of Values.
- The relevant customs statistics number description will appear in the
Customs Stat Desc field.
- Save the record.