Assign a buyer and a manager for a TMR

Assign a buyer and a manager for a Technical Material Requisition (TMR). The assignment is based on the procurement flow set up defined in the s50057 Project Procurement Flow Set up screen and the requisition category of the TMR. The requisition category is mapped to a purchase order code in the s40009 Project Requisitioning Flow Set up screen and the valid buyers and managers available for assignment are mapped to the purchase order code in the s50057 Project Procurement Flow Set up screen.

Prerequisites

Before you begin, complete the following:

• To assign a buyer and a manager for the TMR, ensure you have the Can Assign Buyer/Manager UI access right to the s50017 Buyers Queue screen.

• To reassign a buyer and a manager for the TMR, ensure the Internal status of the Request For Quote (RFQ) and the Purchase Order (PO) related to the TMR is Create/Change.

To assign a buyer and a manager for a TMR

1. Navigate to the s50017 Buyers Queue screen.

2. In the Current Buyer control block, perform one of the following:

   • From the Authorised Buyer dropdown, select the ID of the required buyer.

   • From the Buyers Group dropdown, select the ID of the required buyers group.

3. To refresh the screen, select the F5 key.

4. Select the TMR tab, in the TMR grid, select a row.

5. On the s50017 menu, in the TMR group, select Buyer Assignment.

   The d0368 Re-Assignment of Buyer dialog appears.

6. In the Assign/Reassign Buyer section, perform the following:

   1. From the Buyer dropdown, select the ID of a user responsible for purchasing the items in the TMR.

   2. From the Manager dropdown, select the ID of a user responsible for managing the procurement process.

   Note: To assign your name as the buyer and the manager, for the Buyer and Manager fields, select Assign Me.

7. In the Concept Data grid, view the RFQ and PO linked to the selected TMR.

   Ensure the Internal status of the RFQ and the PO linked to the TMR is Create/Change.

8. Perform any of the following:

   • To update the buyer and the manager details in the RFQ linked to the TMR, select the Update the linked RFQ with Current state as Create/Change checkbox.

   • To update the buyer and the manager details in the PO linked to the TMR, select the Update the linked PO with Current state as Create/Change checkbox.

9. Select Continue.

   The buyer and the manager are assigned to the selected TMR.