To set vendor branch override capabilities:At your branch, when doing a search in Purchase Order Entry or A/P Entry, any vendor that matches the search criteria and has your branch listed as active displays on the search list.
A vendor's active branches setup determines which branches can create purchase orders for that vendor. Authorization keys assigned in User Maintenance and activation levels set up in the vendor's branches record work together to determine if a user in Purchase Order Entry or A/P Entry can add a branch to a vendor record. The user can either add a branch to a vendor record permanently, or use a branch for a single vendor transaction without adding that branch to the vendor's record.
To complete this task, you must:
Set the Display Customers/Vendors Who Are Inactive At A Branchcontrol maintenance record to Y to activate the Branch Activation Level and One-Time Activation Level fields on the vendor's Accessible Branches screen.
Assign either the VEN.BR.AUTH.OVRD and/or the VEN.BR.AUTH.ONETIME authorization key to required users.
If branches are listed and set up as inactive on the Accessible Branches screen, they may not be activated through POE or A/P Entry by this method. You must change the branch's active setting on the Accessible Branches screen to activate those branches.
To set vendor branch override capabilities:From the Files menu, select Vendor to display the Vendor Maintenance screen.
In the Vendor/New field, enter vendor ID to display the vendor record.
Use the Branch hot key to display the Accessible Branches screen.
In the Branch Activation Level field, do one of the following to allow vendor branch overrides from Purchase Order Entry or A/P Entry:
Enter an authorization level between 0 and 99 to allow users with the VEN.BR.AUTH.OVRD authorization key at that level or greater to add a branch to this vendor record.
For example, if you set the branch activation level at 50, any user working in Purchase Order Entry or A/P Entry with an authorization level set to 50 or higher can add a branch to this vendor record.
Leave this field blank to restrict all users without the VEN.BR.AUTH.OVRD working in Purchase Order Entry or A/P Entry from adding branches to this vendor record.
In the One-Time Activation Level field, do one of the following to allow a one-time vendor branch override from Purchase Order Entry or A/P Entry:
Enter an authorization level between 0 and 99 to allow users with the VEN.BR.AUTH.ONETIME authorization key at that level or greater to use an inactive branch for a single transaction from Purchase Order Entry or A/P Entry.
For example, if you set the one-time activation level at 50, any user working in Purchase Order Entry or A/P Entry with an authorization level of 50 or higher can use an inactive branch for a single transaction.
Leave this field blank to restrict all users without the VEN.BR.AUTH.ONETIME authorization key working in Purchase Order Entry or A/P Entry from adding branches to this vendor record.
In the Active column, for each branch listed in the Branch/Territory column, enter one of the following:
Y – The branch has the authorization to create P/Os for this vendor.
N – The branch does not have authorization to create P/Os for this vender.
You cannot override this setting in Purchase Order Entry or A/P Entry, but if the branch is not listed in the Branch/Territory field, you can add it as an active branch from Purchase Order Entry or A/P Entry.
Leave this field blank for a branch – An authorized user can add a one-time activation to a branch not listed (see step 7).
Press Esc to save the settings and return to the Vendor Maintenance screen.
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