New Buyer Setup

Epicor ERP 10
, ,
1

We have recently hired a new buyer. I created a new Buyer in Buyer Maintenance, Buyer ID, Approval ID, set the purchase limit, Approval Person, etc. However, they are still not able to edit other PO’s. Can someone please share where this setting is?

I have attached an example of what appears on their screen. Thank you for any insight!

image
image737×526 109 KB

2

In order to work on a purchase order that belongs to buyer Kellie Williams, this person would need to be set up as authorized user for Kellie.

On Buyer Maintenance, there is a tab for Authorized Users:

image
image989×619 16.8 KB

11 Likes
3

And don’t forget to check default, that way the buyer field is populated automatically when the user adds a new PO

4 Likes
4

And a buyer has to be set up as an authorized buyer for themselves…

5

Agree with everyones’ comments above… but to more fully explain:

  1. BUYERS in Kinetic can be used as people, but they can also be used as a “type” of buyer “Glass buyer” or “Steel buyer”.
  2. each BUYER CODE needs to have at least one “Authorized user” assigned. This is who can act as that buyer, or can replace that buyer in their absence.
  3. each BUYER CODE also has a PURCHASING LIMIT. If you are an authozied user of a buyer code, then you are also authorized to purchase up to that amount.

SO… in theory, you can have:

  1. Jr Buyer - Limit $100 - Authorized users, Ted Jr, Ted Sr, Ralph the CEO
  2. Sr Buyer - Limit $10000 - Authorized Users: Ted Sr, Ralph the CEO
  3. Super Buyer - Limit $0 (unlimited) - Authorized Users, Ralph the CEO, Richard the President.

This type of structure allows for substitute to adjust POs in other people’s absense and/or to approve POs placed by more Jr buyers. Note that the JR Buyer is not allowed to see or approve any of teh Sr buyer or Super Buyer’s POs.

3 Likes