Setup Requirements for Procurement

Following are the control maintenance records and authorization keys used for Procurement, along with additional setup requirements.

Control Maintenance Records

Set the following control maintenance records:

• Default P/O Procurement Confirmation Queue Sort

• Default Lead Time Days for Branch Procurement

• Exclude Procure Comments From OE Group Procurements

• Procure Items On Original Ship Date

• Procure Comment

• New Nonstock Procure Group Default

Specific Records for Purchase Order Entry

Set the following control maintenance records for the Procurement functionality within Purchase Order Entry:

• Allow Procurement from Unauthorized Vendor Branches

• Check Customer Credit On Procurement

• Copy Comments For Procured Items To Transfers

Specific Records for Sales Order Entry

Set the following control maintenance records Procurement functionality within Sales Order Entry:

• Branch That Controls Branch That Receives Credit For The Sale

• Branch That Receives Credit For The Sale

• Change Both COGS And COMM-COST On Override

• Change Ship Date If Required Date Edited On Schedule Screens

• Create Log Entry When A Transfer Is Shipped Incomplete

• Default Ship Via For Purchase Orders

• Default Ship Via For Transfers

• Order Status Print Status Defaults

• Prevent Cost Update On Order From Tagged Order If Matrix Override

• Update Cost On Sales Order From Tagged Purchase Order

• Update Cost On Sales Order From Tagged Transfer Order

• User To Get Tracker When A Tag is Broken

Authorization Keys

Assign the following authorization keys:

• POE.ALLOWED

• PROCURE.COGS.EDIT

• PROCURE.COST.EDIT

• PROCURE.GROUP.MAINT

• PROCUREMENT

• PROCUREMENT.ALL.BRS

• PROCUREMENT.CONFIRM

• PROCUREMENT.OVERRIDE.AVL

• SUGGESTED.PO.QUEUE

Accessible Branches

Use the Accessible Branches screen to establish the branches and territories each user has access to, including:

• Home Branch

• Home Territory

• Inventory Inquiry Territory

• Branches

File Maintenance

Use the Procure Group field on the Product Maintenance window to specify the procurement group for a product. A procurement group can include various branches and vendors that you procure from when needed. Since a procurement group frequently applies to an entire line, you can use the system's mass load feature to set a group for numerous products. If no procurement group exists for the product, or the buy line, the system uses the DFLT procurement group created during installation.

Procurement Group Maintenance

Use the Procurement Group Maintenance window to create or edit procurement groups. Use this window to specify the various branches and vendors that can be used for emergency procurements.

Vendor Maintenance

Many companies use the Vendor Maintenance window to create Buyer Locate vendors that can be included in a procurement group. An order taker uses these vendors to communicate urgency to a buyer. A buyer, in turn, sees the Buyer Locate vendor in the Procurement Confirmation queue and buys accordingly.

When creating these vendors, use descriptive names that demonstrate the appropriate urgency to a buyer. Some examples of Buyer Locate vendors might include "Buyer Locate in Two Days" or "Buyer Procure."

See Also:

About Product Procurement

Setting Up for Transfer Confirmation