Adding New Branch Settings to Procurement Groups

You can add new branch settings to existing procurement groups when branches are added to your company. For example, currently your company has three branches. The company then opens a fourth branch. Instead of creating an identical procurement group for Branch 4 and updating the setting for each of the other groups, you can add the new branch settings to the existing procurement group. The new branch then inherits all the parameters for that group.

In addition, you can add the new branch to several procurement groups to increase opportunities for meeting the vendor target. The branch must be defined in Branch Maintenance before you can add it to a procurement group.

To add a new branch to an existing procurement group:

From the Purch > Maintenance menu, select Procure Group Branch Copy to display the Procurement Group Branch Copy screen.
In the Procure Group field, enter the ID of the procurement group to which you are adding the new branch. Press F10 to select from a list.
In the New Branch field, enter the number of the new branch.

Note: The branch must be defined in Branch Maintenance before you can add it to a procurement group.

Complete the following two optional fields. If left blank, the system ignores these fields during the update:

Field

Action

Xfer Brs for New Br

Enter the branches and territories that can replenish this branch. Separate branch and territory numbers with a comma. For example, 1, 2, 5.

These branches and territories are listed in the Transfer Branches field on the Procurement Maintenance screen.

Add New Br to Xfer Brs

Enter the branch numbers and territory numbers that this branch can replenish. Separate branch and territory numbers with a comma. For example, 1,2,5.

In the Whse Br for New Br field, enter the branch that serves as the warehouse branch for the new branch.
This branch displays in the Whs Br field for the new branch on the Procurement Maintenance screen.
In the Buy Br for New Br field, enter the branch that serves as the purchasing branch for the new branch.
This branch displays in the Buy Br field for the new branch on the Procurement Maintenance screen.
Use the Begin hot key to process the information entered on the screen.
Press Esc to exit the screen and return to the main menu.