Buyout to Order List

Applications › Projects Management › Buyout To Order

Overview

Use the Buyout to Order list to review buyouts that require external purchasing for sales jobs and projects. Purchasing officers and project managers can use this list to find relevant buyouts, review purchaser and supplier information, and focus on items that are planned or ready to order. You can also tailor the list layout and export the displayed information for further analysis.

Workflow

1. Open the Buyout to Order workspace by selecting buyout-to-order. Review the displayed buyout records, including package number, sales job number, purchaser, offer type, bid due date, and sub-supplier.

2. Decide which group of records you need to review.

   • Select All to review all available records.
   • Select Planned (BOM) to focus on buyouts planned from the bill of materials.
   • Select To Order (MRQ) to focus on buyouts that require ordering.
   • Select Tickets when you need to work with ticket-related records.

   Tip: Use the planned and to-order views to separate early purchasing requirements from buyouts that need purchasing action.

3. Find a specific buyout when the current list contains more records than you need. Enter a package number, sales job number, purchaser, supplier, or other identifying value in Search, then select Apply filter to refresh the list.

4. Open a buyout record when you need to inspect its form details. Select the relevant entry from the list and review the record before continuing your purchasing or project-management work.

5. Decide whether the current list layout meets your reporting need.

   • Select Columns Chooser to choose which columns are displayed.
   • Select Standard Layout to return to the standard layout.
   • Select Add Layout to create an additional layout. Enter a value in Layout name, then select Save.
   • Select Update Current to save changes to the active layout.
   • Select Delete Current when an active saved layout is no longer required, then confirm with Delete or abandon the deletion with Cancel.

   Warning: Deleting the current layout removes that saved layout. Use Standard Layout when you only need to return to the default view.

6. Export the displayed list when you need to share or analyse the current result outside the application. Apply the required filters and column selection first, then select Export.

Examples

A purchasing officer needs to review buyouts for sales job 18.0106 before supplier follow-up.

1. The purchasing officer opens buyout-to-order.
2. They select To Order (MRQ) to focus on buyouts requiring an order.
3. In Search, they enter 18.0106 and select Apply filter.
4. They review the matching record’s purchaser, offer type, bid due date, and sub-supplier information.
5. They select the record to open its form and review the buyout details.
6. Before sharing the result with the project manager, they use Columns Chooser to retain the relevant job, purchaser, due-date, and supplier columns, then select Export.

Tips

Tip: Filter the list before exporting so that the export contains only the buyouts relevant to the current job, purchaser, or ordering requirement.

Note: Use a named layout when different users need different column arrangements for purchasing review, project follow-up, or supplier analysis.

Troubleshooting

Related pages

• Buyout To Order
• List
• Projects Management — Learning Path
• NewDirectOrder
• NewInstantJob
• Production Order
• Shipping Order