Prerequisites

• You must have a build.works account and a role with access to Purchase Info Records app using "Edit +View" authorization. Roles can be assigned to users in Users app. To modify a role, use Roles app.
• You have at least a product. To create a new product, use Product Library app.
• You have an existing supplier for the product. To add a new supplier, use Business Partners app.

Step-by-Step Instructions

1. Log in your build.works account.

2. On Account Launchpad, click on Master Data in menu or scroll down on Launchpad.

3. Click on Purchasing Info Records tile.

4. The master view of the app will open where you can browse see the products with a purchase info record. To create a new PIR, click on Create button.

Note

• Only currently valid unit prices will be shown in the master table.

5. Fill all the fields with the correct information. Click on Save button.

6. The product with the newly PIR added appears in the master view.