Program CMBG, Buying Group Maintenance, is used to add and maintain buying group records. You can also use the program to display the companies and/or divisions that are members of a buying group. Customers are assigned to buying groups on the Attributes Tab in program CMMM, Customer Master Maintenance.
Buying groups represent multiple companies and/or divisions of a customer's company that pool resources when making purchases. The system keeps track of sales and accounts receivable data for the group, as well as for the individual companies/divisions, including balances, available credit, and the last order date.
Credit limit information from program CMBG, Buying Group Maintenance, is used in program OEOE, Sales Order Entry/Maintenance, and program ARIE, One Step Invoice Entry. In program OEOE, Sales Order Entry Maintenance, if the buying group credit limit is exceeded, the order is put on hold.
Sales orders with the terms code COD will never be placed on credit or order limit hold. The messages will be displayed, but the sales order will not be placed on hold. If you wish a COD customer to be placed on hold, you must either manually place the order on hold on the sales order entry program, or enter a hold code in program CMCM, Customer Credit Maintenance, for the customer's credit record.
When customers are added to the buying group, the open order balance, hold order balance, open AR balance, and amount on deposit information for the customer is added to the buying group information automatically. When a customer is removed from the buying group, the customer's information is automatically removed from the buying group.
The available credit is calculated for the group as follows: credit limit - open order balance - hold order balance - open AR balance + amount on deposit.
1. Enter the buying group number.
2. Enter the group name.
3. Enter the short name for the group, if desired.
4. Enter the buying group address.
5. Enter the buying group's city.
6. Enter the buying group's state.
7. Enter the buying group's zip code.
8. Enter the buying group's country.
9. Enter the contact names for the buying group.
10. Enter the phone numbers for the contacts.
11. Enter the fax number for the buying group.
12. Enter the email address for the buying group.
13. Enter the buying group credit limit. This credit limit will override the credit limit entered in program CMCM, Customer Credit Maintenance, for customers assigned to the buying group.
14. Press [Commit].
15. To view the customers assigned to the buying group, press the [Customer] button.
Press this button to view the customers that will belong to the buying group.