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Buyer Groups

Overview

A buyer holds a responsibility to manage the purchasing of goods from suppliers. Buyers are grouped into categories that define the boundaries of their responsibilities. For example, buyers could be responsible for a group of products and their suppliers. Businesses may define these groupings differently but the underlying purpose remains the same.

To configure buyer groups we ask that you consider how you wish to separate and assign responsibilities within your business. For example, this can be per supplier type, location or using an internally recognised system.

The information required to outline buyer groups are as follows;

Buyer group code: This is required to provide a system wide acronym that represents the buyer group name. This field is restricted to 10 characters.

Buyer group name: This is required to provide a system wide naming convention that sits alongside the buyer group code and is easily interpretable for users. This field is restricted to 60 characters.

Purpose

Buyer groups exist to assign responsibility to system users for items and their suppliers. Once configured, they can be assigned to users creating a link between users, suppliers and products. The functionality can support filtering and reporting and be utilised as the basis for displaying information snapshots within a users workspace.

Example

Business X assign responsibility to buyers for groups of products. They do this by creating buyer groups. Business X are a large healthcare retailer. They create buyer groups for; Haircare, Electrical Items, Medicines and Baby. Buyers are assigned to each buyer group. Buyers can then filter and review their product categories with ease allowing them to manage and maintain the purchasing of goods for each category.

In Dynamics 365

Outline your buyer groups

Buyer groups are mastered within the procurement and sourcing module and once configured require little maintenance. Buyer groups are created by populating two fields; a buyer group code and buyer group name.

Buyer Groups

Assign your buyer groups to users in your organisation

Buyer groups are then assigned to users. This is a 1:1 relationship whereby a user can only be assigned a single group, however a group can be assigned to multiple users.

Assign buyer groups to users

Link a buyer group and a supplier record

Buyer groups can be assigned to suppliers on the supplier record. This links the responsibility between a buyer and supplier.

Assign buyer groups to supplier records

Link a buyer group and an item record

Buyer groups can be assigned to items on the product screen. This links the responsibility between a buyer and item.

Assign buyer groups to items

Filter the system using the buyer group code

Users can then filter areas of the Dynamics 365 system based on their buyer group code.

The buyer group code can be used to filter screens within Dynamics 365
The buyer group code can be used to filter screens within Dynamics 365

Filter workspaces using the buyer group

Buyer groups can also be used to manipulate data displayed within a workspace.

The buyer group code can be used to filter workspaces within Dynamics 365