Applications › Projects Management › Buyout To Order
Buyout To OrderPurchaserProduct TypeSave and Close
Overview
Use the Buyout To Order form to record the purchasing details for externally sourced goods or services associated with a buyout. Purchasing officers and project users can enter the responsible branch and purchaser, classify the product, define the package and shipment timeframe, and attach supporting files. Save the record when the information is ready for further use.
Workflow
Open the Buyout To Order form and enter the core ownership and classification details.
Buyout To Order
PurchaserProduct TypeSave and Close
In Branch, select the branch responsible for the buyout.
In Purchaser, select the person responsible for purchasing.
In Product Type, select the applicable product classification.
Enter a clear Package Title to identify the buyout package.
Specify the expected Shipment Time Frame.
Tip: Use a package title that clearly distinguishes this buyout from other purchases for the same project or job.
Decide whether the record requires supporting documentation.
Buyout To Order
PurchaserProduct TypeSave and Close
To add a file, use Attach.
Alternatively, drag the file to the or Drop a file here area.
If a selection window opens while choosing a value, select the required record and confirm with Ok.
Note: Attach relevant supplier, product, or shipment documents before saving so that the buyout record remains complete.
Decide how to save the buyout record.
Buyout To Order
PurchaserProduct TypeSave and Close
Select Save to store the record and continue working in the form.
Select Save and Close to store the record and return from the form.
Use Print when a printed version of the record is required.
Use Tickets when you need to access the available ticket action for the record.
Examples
A purchasing officer creates a buyout record for externally sourced electrical fixtures for a project:
In Branch, select the branch managing the project purchase.
In Purchaser, select the purchasing officer responsible for the supplier order.
In Product Type, select the appropriate product type for electrical fixtures.
Enter Electrical Fixtures – Main Lobby in Package Title.
Enter Delivery within 10 working days in Shipment Time Frame.
Use Attach to add the supplier quotation, or drop the quotation file in or Drop a file here.
Select Save and Close to store the completed Buyout To Order record.
Tips
Tip: Complete Branch and Purchaser first so that responsibility for the buyout is clear.
Warning: Review the Shipment Time Frame before saving. This field should reflect the timeframe relevant to the buyout package.
Troubleshooting
Symptom
Likely cause
Fix
The required value is not selected in a selection window.
A record has not been chosen before confirmation.
Select the required value, then select Ok.
A document is missing from the buyout record.
The file was not added before the record was saved.
Use Attach or drop the file in or Drop a file here, then select Save.
Changes are not retained after leaving the form.
The record was not saved.
Select Save to continue editing, or Save and Close to save and leave the form.
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