Click the Save icon to confirm the assignments defaulted or entered. Click the Exit icon. Steps Procedure 5 automatic buyer assignment – – Follow these steps to complete the process for automatic buyer assignment. The Buyer Code Maintenance Form (FTMBUYR) needs to have organizations or commodities assigned to buyers before the automatic buyer assignment process is turned on. Access the System Control Maintenance Form (FOASYSC). Note: On this form, you will activate the Automatic Buyer Assignment. Perform an Insert Record function. Perform a Duplicate Record function. Enter date in the Effective Date field. today’s Select Procurement Processing Info from the Options menu. Check the Automatic Buyer Assignment checkbox. Click the icon. Save Click the Exit icon to exit the form. Logoff the Banner system and then logon again. Note: You must logoff Banner in order for any changes made to FOASYSC to become effective. Only the person updating the form needs to logoff and logon. Next steps Now that you have seen the Automatic Buyer Assignment process, create three or four new requisitions with commodities and organizations that have been assigned to a specific buyer on the Buyer Maintenance Form (FTMBUYR). Use the Requisition Inquiry Form (FPIREQN) to query the completed, approved, and posted requisitions. Note the Buyer codes that Banner assigned.
Click the Save icon to confirm the assignments defaulted or entered. Click the Exit icon. Steps – Procedure 5 – automatic buyer assignment Follow these steps to complete the process for automatic buyer assignment. The Buyer Code Maintenance Form (FTMBUYR) needs to have organizations or commodities assigned to buyers before the automatic buyer assignment process is turned on. Access the System Control Maintenance Form (FOASYSC). Note: On this form, you will activate the Automatic Buyer Assignment. Perform an Insert Record function. Perform a Duplicate Record function. Enter today’s date in the Effective Date field. Select Procurement Processing Info from the Options menu. Check the Automatic Buyer Assignment checkbox. Click the Save icon. Click the Exit icon to exit the form. Logoff the Banner system and then logon again. Note: You must logoff Banner in order for any changes made to FOASYSC to become effective. Only the person updating the form needs to logoff and logon. Next steps Now that you have seen the Automatic Buyer Assignment process, create three or four new requisitions with commodities and organizations that have been assigned to a specific buyer on the Buyer Maintenance Form (FTMBUYR). Use the Requisition Inquiry Form (FPIREQN) to query the completed, approved, and posted requisitions. Note the Buyer codes that Banner assigned.
FI-PurchasingProcurement-8_4-WB.docx