# Buyout To Order

_Applications › Projects Management › Buyout To Order_

![Buyout To Order](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/b56ec04c1c86da4d0e0dd2938641cf6a.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A19.64%2C%22y%22%3A22.17%2C%22w%22%3A15.06%2C%22h%22%3A4.64%2C%22label%22%3A%222%20%20Purchaser%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A2%2C%22x%22%3A27.17%2C%22y%22%3A24.49%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A35.47%2C%22y%22%3A22.17%2C%22w%22%3A15.06%2C%22h%22%3A4.64%2C%22label%22%3A%223%20%20Product%20Type%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A3%2C%22x%22%3A43.0%2C%22y%22%3A24.49%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A88.93%2C%22y%22%3A4.86%2C%22w%22%3A7.26%2C%22h%22%3A4.46%2C%22label%22%3A%227%20%20Save%20and%20Close%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A7%2C%22x%22%3A92.56%2C%22y%22%3A7.09%7D%5D%7D)
*Buyout To Order*

![Purchaser](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/f88c7817f7262e231377b8b49a948ca9.png)

![Product Type](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/934652d2aa15f99b0be5ff52f999d7df.png)

![Save and Close](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/e8d4f8ef16b89bfca71796f5ad46ea28.png)

## 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

1. Open the Buyout To Order form and enter the core ownership and classification details.

   ![Buyout To Order](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/0f0328894dbf86147e15ed430dfaca9f.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A19.64%2C%22y%22%3A22.17%2C%22w%22%3A15.06%2C%22h%22%3A4.64%2C%22label%22%3A%222%20%20Purchaser%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A2%2C%22x%22%3A27.17%2C%22y%22%3A24.49%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A35.47%2C%22y%22%3A22.17%2C%22w%22%3A15.06%2C%22h%22%3A4.64%2C%22label%22%3A%223%20%20Product%20Type%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A3%2C%22x%22%3A43.0%2C%22y%22%3A24.49%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A88.93%2C%22y%22%3A4.86%2C%22w%22%3A7.26%2C%22h%22%3A4.46%2C%22label%22%3A%227%20%20Save%20and%20Close%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A7%2C%22x%22%3A92.56%2C%22y%22%3A7.09%7D%5D%7D)
*Buyout To Order*

![Purchaser](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/0b3456b0fb11346642cd51ea1b63dca1.png)

![Product Type](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/e1e52a8bd3f37fcb6bc6d284734b0858.png)

![Save and Close](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/129c97c2c5aa2e294ed19fbbd151bf70.png)

   - 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.

2. Decide whether the record requires supporting documentation.

   ![Buyout To Order](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/14df38d320b801efb4aabdc154ac2318.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A19.64%2C%22y%22%3A22.17%2C%22w%22%3A15.06%2C%22h%22%3A4.64%2C%22label%22%3A%222%20%20Purchaser%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A2%2C%22x%22%3A27.17%2C%22y%22%3A24.49%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A35.47%2C%22y%22%3A22.17%2C%22w%22%3A15.06%2C%22h%22%3A4.64%2C%22label%22%3A%223%20%20Product%20Type%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A3%2C%22x%22%3A43.0%2C%22y%22%3A24.49%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A88.93%2C%22y%22%3A4.86%2C%22w%22%3A7.26%2C%22h%22%3A4.46%2C%22label%22%3A%227%20%20Save%20and%20Close%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A7%2C%22x%22%3A92.56%2C%22y%22%3A7.09%7D%5D%7D)
*Buyout To Order*

![Purchaser](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/0b3456b0fb11346642cd51ea1b63dca1.png)

![Product Type](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/e1e52a8bd3f37fcb6bc6d284734b0858.png)

![Save and Close](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/776426278d78c92e03497302fcff58fa.png)

   - 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.

3. Decide how to save the buyout record.

   ![Buyout To Order](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/5d02f5bc6ab1a48753185776c32d18f3.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A19.64%2C%22y%22%3A22.17%2C%22w%22%3A15.06%2C%22h%22%3A4.64%2C%22label%22%3A%222%20%20Purchaser%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A2%2C%22x%22%3A27.17%2C%22y%22%3A24.49%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A35.47%2C%22y%22%3A22.17%2C%22w%22%3A15.06%2C%22h%22%3A4.64%2C%22label%22%3A%223%20%20Product%20Type%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A3%2C%22x%22%3A43.0%2C%22y%22%3A24.49%7D%2C%7B%22type%22%3A%22box%22%2C%22x%22%3A88.93%2C%22y%22%3A4.86%2C%22w%22%3A7.26%2C%22h%22%3A4.46%2C%22label%22%3A%227%20%20Save%20and%20Close%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A7%2C%22x%22%3A92.56%2C%22y%22%3A7.09%7D%5D%7D)
*Buyout To Order*

![Purchaser](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/3e468a2b6f40b99f29f3d5be3a0701c9.png)

![Product Type](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/34da62634d4c1c18b13871ab1d1f7248.png)

![Save and Close](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/0b0709c104a051fc617f1b04119e9964.png)

   - 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:

1. In **Branch**, select the branch managing the project purchase.
2. In **Purchaser**, select the purchasing officer responsible for the supplier order.
3. In **Product Type**, select the appropriate product type for electrical fixtures.
4. Enter `Electrical Fixtures – Main Lobby` in **Package Title**.
5. Enter `Delivery within 10 working days` in **Shipment Time Frame**.
6. Use **Attach** to add the supplier quotation, or drop the quotation file in **or Drop a file here**.
7. 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. |

## Related pages

- [List](doc:projects-management-buyout-to-order-list-view-record)
- [List](doc:projects-management-edit-list-view-record)
- [Projects Management — Learning Path](doc:workflows-projects-management)
- [NewDirectOrder](doc:projects-management-edit-list-newdirectorder)
- [NewInstantJob](doc:projects-management-edit-list-newinstantjob)
- [Production Order](doc:projects-management-production-order-edit-record)
- [Shipping Order](doc:projects-management-shipping-order-edit-record)