In OMICS today, buying groups work by crediting a distributor account at the end of the month, and debiting (with one big transaction) the buying group (or bill-to) account with an invoice. This is done automatically as part of the monthend and there is no opportunity for the lab to review before the credits and debits are created. Optionally, a discount is calculated on the purchases and applied to the buying group as well. The ordering ECP sees the original (full) amount of each invoice on their statement; the buying group sees the total discount that is calculated.This allows printing a statement for the original customer, showing their purchases, but without any detail on the buying group statement at all.the "Customers" database, you will need to create the buying group account as well as the buying group members. When creating the buying group members, you will need to enter the buying group account number in the Bill-To # field. In the example below, BUYGRP, is the buying group and BGM-001 is a buying group member.
Orders will be entered using the buying group members. Once the orders are completed, entries are automatically created in the AR Transaction file with the appropriate Bill To (which is the buying group).
Before printing the statements, you will need to select the buying group statement template in the "Customers A/R" database. Our default template is STMBG001.XSL This statement lists all entries for the buying group, as well as entries for all buying group members, sorted by each member. You can also choose a different paper size or use the system default setting found in System Settings.
This is a portion of a sample statement for buying group BUYGRP.
if you wish to print individual statements for buying group members, normally you would use the system default statement template. There is a checkbox, "Print Statement as Buying Group Member", which you must check in order to print a statement. When left unchecked, a statement will not be printed. However, you can override this setting when printing a statement for just one account on the statement printing screen.
This is a portion of a sample statement for buying group member BGM-001
