PO Buyer
Authority Maintenance - Add New Group PO Buyer
Authority Maintenance - Add New GroupUse this screen to add a new purchase order buyer group. Once the group has been created, use the bottom section of the screen to add buying authority to the group.
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Access this screen by pressing F6 from either the Buyer Authorization Maintenance screen. Enter the group name, the code for the type of items the members of the group can buy, and the level of authority the group should have for creating and maintaining purchase orders. Press Enter to reveal additional fields to complete regarding the group's maximum purchase order and requisitions amounts and maintenance authority levels.
When setting a group with Corporate level authority, enter the IDs for the employees who are part of that group.
When setting
groups with region, district, or location level authority, enter exceptions
by authority level for the buyers in the group. For example, you
have set up a location-level buyer group with a maximum purchase order
amount of $5,000 and an authorization level of 3. However, one of
your locations is smaller than the others, and they would never have a
purchase order as high as $5,000. Enter an exception for that location
at the bottom of the screen with their maximum purchase order amount (perhaps
$2,500), and you might want to set a lower authorization level as well.
Buyer Authorization Maintenance
PO Buyer Authority Maintenance - Add New Group
Enter the name of the purchase order buyer group.
Enter the code for the type of items that the group is allowed to purchase. Valid codes include:
P - Parts
M - Merchandise
E - Equipment
Enter the code for the buying authority level for the group. Valid codes include:
C - Corporate
R - Region
D - District
L - Location
Enter a brief name or description for the group.
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Enter the maximum amount for a total purchase order that members of this group can order. The amount should be expressed in the currency in the Amounts In field.
At the
bottom of the screen, enter exceptions by authority level (region, district,
or location) for the buyers in the group. For example, you have
set up a location-level buyer group with a maximum purchase order amount
of $5,000 and an authorization level of 3. However, one of your
locations is smaller than the others, and they would never have a purchase
order as high as $5,000. Enter an exception for that location at
the bottom of the screen with their maximum purchase order amount (perhaps
$2,500), and you might want to set a lower authorization level as well.
Maximum Purchase Order Line Amount
Enter the maximum amount for each purchase order line that members of this group can order. The amount should be expressed in the currency in the Amounts In field.
Purchase Order Change Authorization
Enter the level of purchase order change authorization for buyers in this group. This number must be between 0 and 9, and it indicates when a buyer can change a purchase order entered by someone else. The higher the number, the higher the buyer’s change authorization. For example, if a buyer’s change authorization level is 3, that buyer can only change purchase orders that have been entered by buyers with authorization levels set at 3 or less.
Enter the level of requisition authorization for buyers in this group. This number must be between 0 and 9, and it indicates when a buyer can change or authorize a requisition entered by someone else. The higher the number, the higher the buyer’s change authorization. For example, if a buyer’s authorization level is 3, that buyer can only change or authorize requisitions that have been entered by buyers with authorization levels set at 3 or less.
If a buyer’s authorization level is less than 9, all of his/her requisitions are created with a status of A, and they need to be authorized by someone with a higher level before they can be converted to a purchase order. Requisitions created by users with an authorization level of 9 are automatically authorized when they are created.
Enter the maximum amount for a total requisition that members of this group can order. The amount should be expressed in the currency in the Amounts In field.
Employees (Corporate Level Group)
Enter the system IDs for the employees who are part of this group. If you do not know the ID, press F4 to search for it.
Enter the code for the region, district, or location for which you want to set a buying exception.
Enter the maximum amount for a total purchase order that members of this group in the specified region/district/location can order. The amount should be expressed in the currency in the Amounts In field.
Enter the maximum amount for a purchase order line item that members of this group in the specified region/district/location can order. The amount should be expressed in the currency in the Amounts In field.
Enter the level of purchase order change authorization for buyers in this group in the region/district/location specified. This number must be between 0 and 9, and it indicates when a buyer can change a purchase order entered by someone else. The higher the number, the higher the buyer’s change authorization. For example, if a buyer’s change authorization level is 3, that buyer can only change purchase orders that have been entered by buyers with authorization levels set at 3 or less.
Enter the level of requisition authorization for buyers in this group in the region/district/location specified. This number must be between 0 and 9, and it indicates when a buyer can change or authorize a requisition entered by someone else. The higher the number, the higher the buyer’s change authorization. For example, if a buyer’s authorization level is 3, that buyer can only change or authorize requisitions that have been entered by buyers with authorization levels set at 3 or less.
If a buyer’s authorization level is less than 9, all of his/her requisitions are created with a status of A, and they need to be authorized by someone with a higher level before they can be converted to a purchase order. Requisitions created by users with an authorization level of 9 are automatically authorized when they are created.
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Function Key |
Description |
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F1 |
Help. Place your cursor in a field and press F1 to access online help for that field. Place your cursor outside of any field, and press F1 to access online help at the program level. |
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F3 |
Exit. Exit the page or program. |
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F4 |
Search. Place your cursor in a searchable field and press F4 to access a lookup window or more advanced search screen. |
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F12 |
Cancel/Previous. Exit the program or move back a screen. |
Create/Maintain/Inquire/One Step PO
PO Buyer Authorization quick guide
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