CC Setting Up a Buyer
- Kyle Wilkinson
Follow the path: XMC>Material Management >Purchase Management>Setup>Buyer Maintenance
Click on New> New Buyer
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Enter the following information:
Buyer, Person/Contact, Name, PO Limit, Approval Person and Email Address
Click Save
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Click on New> New Authorized User
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Click on Default Buyer
Click on Save
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If a user needs to have their order approved, an additional approval level will need to be added.
Click on New> New Authorized User
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NOTE: You will not include default buyer as there is only one default buyer. If someone else needs to modify an order from the user, they should be added as an Authorized user as well. This becomes helpful when an employee goes on vacation.
Click on the User with the drop down
Click Save
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Related content
Information about navigating the Epicor ERP application
*For a basic quote-to-cash scenario that’s only 36 pages, System Flow education doc is here on SharePoint.
*The rest of the Education documents are good guides to basic Epicor functionality.