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 on 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
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 dialog box. Change the branch's active setting on the Accessible Branches dialog box to activate those branches.
To set up branch override capabilities on a customer record:
From the Files menu, select Customer to display the Customer Maintenance window
In the Customer/New field, enter the customer ID to display the customer record.
In the Customer field, enter the customer's name to display the customer record.
Select Orders >AccessibleBranches hot key to display the Accessible Branches dialog box.
In the Home Branch field, enter the primary branch for this customer. This branch can be a pricing branch, a shipping branch, or both.
Assign branches to this customer as described in Activating a Branch for Customer Purchases.
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.
In the Active column for each branch listed in the Branch/Territory column, select the check box to allow the customer to buy products from this branch. Leave the option unchecked to restrict customer purchases at the branch.
Note: An authorized user can add a one-time activation to a branch not listed, depending on the user's authorization key settings.
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: Select File >Find to search for a branch if your branches list extends beyond one page.
See Also: