Purchases - Buying Group

Purchases - Buying Group

INTRODUCTION

Buying groups in Agility provide the facility to order from the supplier direct but the group invoices for the goods provided.


Create a Buying Group

Before creating the Buying Group:

The supplier has to be created and make sure Supplier Details is not open

To create a buying group go to: Purchases>Ledger Maintenance>Buying Group Details

The screen below opens.

Buying Group: Create a Name of the Buying Group or Search for an existing Buying Group

When the Ac No In Your System is selected you will be asked to Add New Buying group say YES

Ac. No. In Your System: This is the actual account number in agility for the buying group

To find this either search from browse suppliers or
RMC; Right Mouse Click, on the search glass and the below screen appears


Now type the name of the supplier and press OK



Now select the correct supplier and press SELECT

Ac. No. In Their System: Can be left blank but if know enter here. This is for information only.

Default Email: Can be left blank bu if know enter here.

Once above details are completed select SAVE and then EXIT to close the screen.


To add a supplier who is part of the group select link and navigate to the tab Buying Group:


REPLACE

Please ensure you create the new supplier before starting the replace.

If a buying group is being changed and ALL suppliers linked need to be associated with the new one use this button.
First select the old buying group




From the drop down Replace With select the new buying group
Now press Save Replace

Say Yes



Say Yes


Transfer Liability


The default in the database is set to “Request Transfer” but this can be set to Automatic

Go to Tolls>Tools Menu>Companies>system Parameters>Additional system Parameters>Purchases 

Then from the drop down menu Transfer Liability to Third Party Change to automatic or no transfer


Select Save if changes have been made.

Depending on the setting this will happen automatically or a prompt.




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