Concepts

Tasks

Settings

Setting up Purchasing Priorities 

You can enter the priorities that you use to sort the backlog of purchase orders according to their relative importance. The employees who act as buyers use this information to ensure that the more important materials are purchased first. The priority is often a statement of when the item is required in relation to today. For example, you may have “1 day” and “2 weeks” or “ASAP” and “Rush” as purchasing priorities.

To Set up Purchasing Priorities

1.	From the Site window, select the Administration menu and then Purchasing Management Settings. The Purchasing Management Settings dialog appears.

Tip: You can also access purchase management settings from the Site window by selecting the Purchasing view, Settings tab, and the Purchase Order Management Settings node in the tree.

2.	Select the Priorities tab. This tab shows a list of purchasing priorities.

3.	Click New. The Purchasing Priority dialog appears.

4.	Enter a description of the priority.

5.	In the Row formatting area, select a font, text color, or back color if you wish to distinguish this priority from others when it appears in table rows.

Note: To have the formatting appear in a table’s rows, open the table configuration, select the Appearance tab, then the Grid tab and Row Formatting tab. Select the join path to the priority’s FontAndColorControl attribute.

6.	Click OK to close the dialog.

7.	Repeat steps 3 to 6 for all of your purchasing priority levels.