Set the following defaults at the customer and vendor level that override settings at a branch or territory level:
Inside and outside salesperson
Ship via
Order Entry message
Terms code
Price class
For example, if Dan Black is the default outside salesperson for all branches except for the NORT (northern) territory where Sam Vink is the salesperson you would enter Sam Vink's user ID in the Value field of the Branch-Specific Overrides dialog box for the NORT territory with an attribute of Outside Salesperson. In order entry, for all branches except the NORT territory Dan Black defaults as the outside salesperson, except when an order is entered for a branch in the NORT territory, in which case, Sam Vink defaults as the salesperson.
You must be assigned branch access in User Maintenance to override any attribute for a branch or territory.
To apply a branch-specific override:
From the Maintenance menu, select Customer or Vendor to display the Customer Maintenance or Vendor Maintenance window.
In the Customer or Vendor field, enter a customer or vendor's name to display the entity's record.
Select Additional > Branch Overrides to display the Branch Specific Overrides dialog box.
The Entity field displays the name of the Customer or Vendor from the Maintenance window.
In the Branch/Terr field, enter the branch or territory for which to apply an override. Enter ALL to apply the override to all branches.
In the Attribute column, select from the following attributes available to each branch.
|
For Customer Branches |
For Vendor Branches |
|
Outside Salesperson Inside Salesperson Ship Via OE Message Terms Code Price Class |
OE Message Terms Code |
In the Value column, select from a list of options relevant to the attribute selected in the Attribute field.
See Also: