Contents of the Manage Buyers Screen
Use the fields and options to configure the Manage Buyers screen.
Identification
Use the fields in this block to create a new buyer ID or to retrieve a previously saved one. A buyer ID represents a set of screen selection parameters. After you have saved a buyer ID and its related parameters, you can retrieve them using Query.
| Field | Description |
|---|---|
| Buyer ID |
Enter, or click
|
| Employee |
Enter, or click
|
to select, an identification number, up to 12 alphanumeric characters, for this buyer. This is a required field.
to select, an employee ID. This employee must already exist as an active employee on the Manage Employee Information screen. Costpoint allows an employee to be assigned to more than one buyer ID. However, you can only associate a buyer ID with only one employee. Once a valid employee ID has been entered, the employee name is displayed. This is a required field. The name of the employee displays in the field on the right.
Subtask
| Subtask | Description |
|---|---|
| Link Buyer Groups | Click this subtask to link a buyer to one or more buyer groups. |
| Link Acct/Org | Click this subtask to associate account and organization combinations with this buyer. |
| Link Projects | Click this subtask to associate projects with this buyer for use during purchase order entry. |
| Link Vendors | Click this subtask to associate vendors with a buyer for use during purchase order entry. |