Creating and Deleting Procurement Groups

Procurement groups define how products are replenished to the branches. You can create procurement groups on the Procurement Group Maintenance screen. When creating a new procurement group, the system populates the screen with the description and other data from the previously displayed group. You can use this feature as a shortcut when creating multiple procurement groups that use the same warehouse schemes.

Enter sales, warehouse, and buying branch information to describe the warehouse schemes used to replenish the products. Do not leave any columns blank.

You can delete procurement groups if they are no longer needed.

To create a procurement group:

From the Purch > Maintenance menu, select Procurement Group Maintenance to display the Procurement Group Maintenance screen.
In the Group ID field, type new and press Enter. Enter a new ID up to 12 characters.
In the Description field, enter a short description. This description prints on reports and is used in searches.
In the Master Group field, enter a master group to associate with the procurement group. This field is optional.
The Sls Br/Terr field populates with a list of all the branches defined for your company.
In the Whs Br field, enter the branch that warehouses the products for each sales branch.
In the Buy Br field, enter the branch that purchases the products for each sales branch.
Use the following hot keys as needed:

Hot Key	Description
Hierarchy	Choose how to organize the branches in the procurement group.
Find	Locate a specific branch within the procurement group.
Delete	Delete the procurement group.
Transfer Branches	Define the transfer branches for the procure group, if your company uses central warehousing.
Vendors	Identify the emergency procurement vendors for the procurement group. For more information, see Setting Up Emergency Vendors for a Branch. Note: A vendor must exist in Vendor Maintenance before it can be updated.
Whse & Buy Branches	Select branches to warehouse and buy for the procurement group. For more information, see Warehouse Scheme Principles.

Use the Emergency Procure Vendors and Default LeadTime fields to identify emergency procurement vendors.

Note: You can use the Recall hot key, before you press Esc, to return to the previous settings. You cannot recall the settings after you have saved the new information.

Press Esc to save the procurement group.

Deleting a Procurement Group

You can remove a procurement group if needed. Deleting a procurement group does not alter any product data.

To delete a procurement group:

From the Purch > Maintenance menu, select Procurement Group Maintenance to display the Procurement Group Maintenance screen.
In the Group ID field, enter the group ID that you want to delete.
Use the Delete hot key.

The system prompts you to confirm the deletion.

Type delete and press Esc.
Press Esc to return to the main menu.