Maintaining Buy Lines

Buy lines group together those products that meet a vendor target and qualify the purchasing branch for a line buy. Use the Buy Line Maintenance window and menu options to configure buy lines. By default, the system lists the specific branch and territory settings that have been entered for that buy line. For example, you may only have settings added for branches 1 and 3, but nothing non-standard for branch 2, so branch 2 does not display.

Use the Toggle Hierarchy option to display branches in the hierarchy list. The system prompts you to enter the branch for which you want to view the hierarchy. The Control line at the bottom of the Br/Terr column indicates the default values that each branch or territory inherits and uses unless otherwise specified. If the system does not have specific settings in the territories for this buy line containing the branch for a given parameter, the system uses the values listed in the Control settings. If branch hierarchies are being used, the system does not allow changes to the Control settings from Inventory Maintenance.

To display a buy line on the Buy Line Maintenance screen:

From the Purchase > Maintenance menu, select Buy Line Maintenance to display the Buy Line Maintenance window.
In the Buy Line ID field, enter the buy line name and press Enter.

The buy line information displays.

To display a different buy line, replace the buy line name with a new buy line name in the Buy Line ID field and press Enter.
To view the hierarchy, from the File menu, select Toggle Hierarchy and select the branch for which you want to view the hierarchy.

Exit the window.

Entering and Viewing Buy Line Information

The Buy Line Maintenance window contains fields for entering data used for reports and calculations and for displaying system-calculated data. If no value is specified for a field, some of the fields on the window use system-defined defaults provided in parentheses.

If you make changes at the branch level, you should reflect these changes in File Definition Maintenance.

You can override the defaults on the Buy Line Maintenance window by entering values in the fields. You can also limit access to the fields for this window. See Limiting Access to Buy Line Maintenance.

The following topics are related to using the fields on the window:

Related Fields	Topics
Buy Line ID	Creating Buy Lines Deleting Buy Lines
Description	Creating Buy Lines Deleting Buy Lines
Procure Group	Creating and Deleting Procurement Groups Assigning Buy Lines to Procurement Groups
Branch or Territory	Displays available branches and territories for the displayed information.
Buyer	Assigning Buyers to Buy Lines
Target	Specifying the Vendor Target for Buy Lines
Type	Specifying the Vendor Target for Buy Lines
Line Buy Cycle	Calculated Buy Line Values
Default Lead Time	Entering Lead Time Information for Buy Lines
Override Lead Time	Entering Lead Time Information for Buy Lines
Transfer Grace	How Transfer Excess Grace Days Work
Minimum Cycle	How the Minimum Order Cycle Works
Default Lead Factor	Entering Lead Time Information for Buy Lines
Minimum Sample	Entering Lead Time Information for Buy Lines
Suggest on All	Creating Buy Lines
All fields	Calculated Buy Line Values

Using the Information Menu

Use the Information menu options as necessary to enter additional buy line information. The following topics are related to using the options on the Buy Line Maintenance window:

Related Menu Options	Topics
Additional Data	Use the following fields to set appropriate parameters: Combine on Central P/O field - Combining Items on Purchase Orders Default Non-Stock Template field - Setting the Default Non-Stock Product for a Buy Line Disable Credit Check for Non-Stocks field - If set to Yes to not check the credit status when entering non-stocks on a purchase order, supercedes the Disable Credit Check For Non-Stocks On Suggested P/Ocontrol maintenance record setting. Warranty column - Identifying Warranty Information for Buy Lines Procurement Buyer column - Identifying Procurement Buyers for Buy Lines Override Plenty column - Overriding the Plenty Date for Buy Lines % OP column - Setting the Percentage of Parent Order Point to Protect
Return Policy	Entering Return Policies for Buy Lines
Freight Factor	Defining Freight Factor Defaults for Products in Buy Lines
UET Parameters	Entering UET Parameters for Buy Lines
Forecast Parameters	Setting Forecast Parameters for Buy Lines
Hits / Maximum Days Supply	Defining Hits Parameters for Buy Lines Defining the Max Days Supply for Buy Lines
Target Basis	Specifying the Vendor Target for Buy Lines
Calculated	Calculated Buy Line Values
Super Buy Lines	Creating Super Buy Lines
Vendors	Identifying Vendors for Resupplying Buy Lines
Override Lead Time	Overriding Buy Line Lead Times Entering Lead Time Parameters Lead Time Overview