Buyer Selection Criteria - REQConnect - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - external

REQConnect
Platform
OnBase
Product
REQConnect
Release
Foundation 24.1
License

This section determines how buyers are assigned to a purchase requisition during data entry.

Note:

The employee must be active within Costpoint to be a valid buyer. The buyer must also have at least one of the Authorized PO Type flags checked to be a valid buyer.

Select one of the following options:

  • ALL: Allows the user to select any buyer setup in the Costpoint buyers table from the Buyer Search list. This is the most commonly used option.

  • ORG: Used in a multi-company scenario to allow each company to designate a top-level Org ID to filter the list of buyers in the Buyer Search list. This filter is stored in the ORG_ID column of the Customer table in REQConnect.

  • PROJECT: Sets the list of buyers displayed in the Buyer Search list to include all buyers assigned to the project in Costpoint entered on line 1 of the purchase requisition. This option is rarely used, since it requires limiting buyers to projects and maintaining values in Costpoint.

  • PROJECTORG: Disables the selection of a buyer in the Buyer Search list.