Some customers only let certain employees place orders with you. These employees, known as authorized personnel, are identified in Customer Maintenance. When a customer is set up for authorized personnel only and the Customer Authorization Maintenance window contains the list of authorized personnel, and when the
To accept an order from an authorized order placer:
From the Orders menu, select Sales Order Entry to display the Initial Order Entry window.
Enter all required Initial Order Entry information and click OK. The Authorization Selection window displays a list of authorized users.
Use the Up and Down Arrow keys to select the name of the person placing the order, and press Enter.
The order's Body tab displays, where you can begin entering products. The name you selected displays in the Ordered by field on the order's Header tab.
If the customer is not setup for authorized personnel only, and the Validate Name In Ordered By Field Against Customer Contacts control maintenance record is set to Yes, you can enter any name in the Ordered By field and start the process of creating a new contact for the customer.
Complete the order as usual.
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