Buyer

This page is accessed via Brokerage and Forwarding > Customer Management > Buyer.

Use the Buyer Manager to automatically add an order template to a transaction based on the buyer involved in the transaction. Each domain or customer can have its own set of buyers. To have a buyer associated to an order, it needs to be assigned to an order as an involved party. When a buyer is assigned, Oracle Transportation Management checks to see if there are any active templates associated with the buyer that match the order's mode and perspective. If there are, the fields designated on the buyer template are applied based on how the Buyer Template Copy Type field is set for the domain or customer.

Orders entered via integration which reference a buyer involved party look for a matching buyer template and apply the template, if one exists. When creating an order through the user interface, you are prompted for a buyer, transport mode, and move perspective. At this time, Oracle Transportation Management looks for a matching buyer template and applies the template, if one exists.

Identification

Create a buyer to add buyer specific information to an order by using an order template.

Buyer ID uniquely identifies this Buyer. For instance, if XYZ Corporation has three buyers, you may assign Buyer IDs of Buyer-north, Buyer-south and Buyer-east to them.

Alternatively, Oracle Transportation Management can automatically generate a Buyer ID for you. Leave the Buyer ID field blank, and the Business Number Generator creates an ID when you click Finished.

Note: You may want to include the name of the buyer in the Buyer ID so that it can be easily identified in other areas.

Note: Oracle Transportation Management assumes that a buyer with the same GID as a corporation is the master buyer for that corporation.

Buyer Name describes this buyer.

The Corporation ID links a buyer to a corporation. Corporations are created in Power Data, and used when searching for buyers and identifying those buyers that may be affiliated with a particular company.

The Service Copy Type defines how to apply customer service templates. The options are either Copy if Null or Replace. This only applies to fields not grids.

• Copy if Null (default): Only copies populated fields from the template onto the order if they are blank (null) on the order. Selecting Copy If Null does not override any pre-existing defined fields on the order.
• Replace: Copies all populated fields from the template to the order. Selecting Replace overrides any pre-defined fields on the order with the template's defined field.

Address

Enter specific location information for the Buyer here.

Remove Buyer

There is one action available for buyers, Remove Buyer. This removes the buyer from a location, so this location will be a regular location. Without this action, when deleting a buyer, the related location is deleted as well.