To define branch override capabilities on a customer record:At your branch, when doing a search in Sales Order Entry or Cash Receipts, any customer that matches the search criteria and has your branch listed as active displays in the search list.
A customer's active branches setup determines which branches can create sales orders for that customer. Authorization keys assigned in User Maintenance and activation levels set up in the customer's branch records work together to determine if you can add a branch to a customer record. You can either add a branch to a customer record permanently, or use a branch for a single customer transaction without adding that branch to the customer's record.
To complete this task you must:
Set the Display Customers/Vendors Who Are Inactive At A Branchcontrol maintenance record to Y to activate the Branch Activation Level and One-Time Activation Level fields on the customer's Accessible Branches screen.
Be assigned either the CUST.BR.AUTH.OVRD or the CUST.BR.AUTH.ONETIME authorization key.
You cannot use this method to activate SOE or Cash Receipts if branches are flagged as inactive on the Accessible Branches screen. Change the branch's active setting on the Accessible Branches screen to activate those branches.
To define branch override capabilities on a customer record:From the Files menu, select Customer to display the Customer Maintenance screen.
In the Customer/New field, enter the customer ID to display the customer record.
Use the Branch hot key to display the Accessible Branches screen.
Assign branches to this customer as described above.
In the Branch Activation Level field, do one of the following to allow customer branch overrides from SOE or Cash Receipts:
Enter an authorization level between 0 and 99 to allow users with the CUST.BR.AUTH.OVRD authorization key at that level or greater to add a branch to the customer record.
For example, if you set the activation level at 50, any user with an authorization level of 50 or higher can activate a branch for the customer.
Leave this field blank to restrict users without the CUST.BR.AUTH.OVRD authorization key set to at least level 1 from assign branch authorization for the customer.
In the One-Time Activation Level field, do one of the following to allow a one-time vendor branch override from SOE or Cash Receipts:
Enter an authorization level between 0 and 99 to allow users working in SOE or Cash Receipts with the CUST.BR.AUTH.ONETIME authorization key at that level or greater to add a branch to the customer record for a transaction.
For example, if you set the one-time activation level at 50, any user with an authorization level of 50 or higher can use an inactive branch for a single transaction.
Leave this field blank to restrict users working in SOE or Cash Receipts without the CUST.BR.AUTH.ONETIME authorization key from adding a branch to the customer record for a transaction.
For each branch listed in the Branch/Territory column, enter one of the following:
Leave this field blank for a branch – An authorized user can add a one-time activation to a branch not listed, depending on the user's authorization key settings (see step 6).
Y – Allows the customer to buy products from this branch.
N – Does not allow the customer to buy products from this branch.
You cannot override this setting in Sales Order Entry or Cash Receipts. If the branch is not listed in the Branch/Territory field, you can add it as an active branch from Sales Order Entry or Cash Receipts, as described above.
Note: Use the Find hot key to search for a branch if your branches list extends beyond one page.
Press Esc to save your settings and return to the Customer Maintenance screen.
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