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Changing the Default Buyer for Resources

From time to time, it might be necessary to change the buyer assigned to resources. There are multiple scenarios when you would need to reassign a buyer, for example when an employee has left the company.
If there are many resources assigned to a buyer, replacing the employee manually would be time consuming and prone to errors, therefore applying a mass update is a more efficient method. For more information about applying mass updates, see Applying Mass Updates.
This topic describes how to replace a buyer with a different buyer via a mass update.

To Change the Default Buyer for Resources

1.
Select the site’s Resource Management view.
2.
Select the tab appropriate for the type of resource you want to update, for example, the Materials, Services, or Tools tab.
3.
Select the “- details” configuration from the list. For example, select “Materials - details”.
4.
Apply a filter to the table so that only the resources for the buyer you want to change, are listed.
Tip: For more information about applying a filter to a table, see Filtering Data in Tables.
5.
Right-click the Buyer column heading and click Replace. The Replace Column Data dialog appears. For example:
 
6.
Do one of the following:
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Click the browse icon () to select an employee
•
Click Blank to erase all information in the column
Note: The employee must be assigned a Buyer role from the same organization in order to replace the current buyer.
7.
Click Apply to perform the mass update. A dialog prompts you for confirmation. For example:
8.
Click Yes to proceed.
9.
When the update is complete, the status of the updates is displayed in the Status section. For example:
10.
If rows could not be updated during a mass update, they can be viewed by clicking View Log or by APM administrators in the Mass Update Requests log. For more information, see Viewing Mass Update Requests.
11.
Close the Replace Column Data dialog.
12.
Remove the filter applied in step 4. The changes are now reflected in the table.