eProcurement Portal Basics: Buyer Groups
All the buyers who will be purchasing from a particular group of products will be mapped together under a particular group called the buyer group.
A group of buyers mapped under a particular group will be able to create PRs only for those products for which item groups are mapped in the buyer group.
This leads to Buyers being able to only view the list of products which are mapped to their Buyer Group.
User will be able to access and create Buyer-Groups from the below screen.
Buyer Groups Profile
All the buyer-groups are listed here (Buyer-Group shall be fetched from SAP). On clicking buyer group id, buyer group profile would open in a new tab.
Buyer Group Info – User will be able to get basic buyer group details along with option to inactivate/edit buyer group.
Mapped Buyers – User will be able to see mapped buyers to the buyer-group. Also the user can search mapped buyers or map new buyers from this screen.
Mapped Groups – User will be able to see mapped groups to the buyer-group. Also the user can search mapped groups or map new groups from this screen.
User can map any buy to a particular group and they can view PR’s and request RFQ for that particular group.
User will be able to see ID, username and user email address mapped with the buyer group.
Step by step guide to options available on buyer group screen.
User will be able to search buyer groups based on ID or name.
Create Buyer Group
User will be able to create buyer group from this screen(Image-4.5.).
Name – User will need to enter buyer-group name.
Buyer – User will need to map(select) buyers.
RFQ Creation Workflow – User will need to map RFQ creation workflow.
RFQ Recall Workflow – User will need to map RFQ recall workflow.
RFQ Inactivation Workflow – User will need to select approval workflow for inactivation of any RFQ
RFQ New Version Workflow – User will need to select an approval workflow to create a new version of RFQ.
Save/Cancel – User can save/cancel creation of buyer group.
- All workflows defined at the buyer group level will be considered first.
- If no workflow is defined at the buyer group level, then it will check in group level.
- If a workflow is defined here then it will be considered else no workflow will be followed.