Guided Buying
What a person may buy without asking, when quotes or a sourcing event are required, and where to buy it from. Ask the guide rather than a colleague.
Where to find it
- Module: Supply Chain
- Group: Purchasing
- Section: Buying
- Screen: Guided Buying
Address in the console: /scm/buying-policies
List · 12 columns · 17 fields on its form · 3 of them required · 1 action
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Priority | Number | priority |
| Policy | Code | code |
| Name | Text | name |
| Category | Status | category |
| No approval below | Amount | no_approval_below |
| Quotes above | Amount | requires_quotes_above |
| Event above | Amount | requires_rfx_above |
| Contract needed | Yes or no | requires_contract |
| Preferred supplier | Text | preferred_supplier_name |
| Catalog | Code | preferred_catalog_code |
| Blocked | Yes or no | is_blocked |
| Active | Yes or no | is_active |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Policy code required | Text | ||
| Name required | Text | ||
| Category required | Choice | Configuration list | |
| Priority | Number | Lower wins. | |
| No approval below | Number | ||
| Quotes required above | Number | ||
| How many quotes | Number | ||
| Sourcing event required above | Number | ||
| A contract must be in place | Yes or no | ||
| Preferred supplier | Choice | Looked up from existing records | |
| Preferred catalog | Choice | Looked up from existing records | |
| Approver role | Choice | Looked up from existing records | |
| Form that must be completed | Text | ||
| Buying in this category is blocked | Yes or no | ||
| Why it is blocked | Text | ||
| Guidance | Long text | ||
| Active | Yes or no |
What you can do here
How should I buy this? primary
Guided buying
Asks for: Category Approximate value Item What is needed Supplier in mind
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.