Organization Attributes - HOW TO Edit Attributes

Modified on Thu, 13 Apr 2017 09:49 by Curtis Riddle Categorized as Address Book

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===General Information===

'''Default Menu Location''' Maintain >> Address Book >> Organization

[http://www.abiscorp.com/adjwiki/GetFile.aspx?File=Organizations\Organization Screen - ABIS.jpg|Organization Screen] is also accessible from the [http://www.abiscorp.com/adjwiki/GetFile.aspx?File=Organizations\Tool Bar - Organization icon.jpg|Adjutant Toolbar]

* To edit the list of attributes for an organization or see all of the available attributes, click the '''Edit Attributes''' button 

* '''Edit Attributes''' and '''Hide Attributes''' button toggle between current attributes assigned to the organization and all of the other attributes available  

* Check the box to the right of the attribute to add it to an organization 


===An Explanation of Organization Attributes===

Below is a list of attributes that can be assigned to organizations. Some of the attributes have corresponding sub-screens that are explained in the available hyperlinks provided below.

 '''Remember that an organization is defined in Adjutant as any customer, vendor, supplier, company, prospect, etc that you have a relationship with.  '''

'''[BillTo|Bill To]'''

'''[ShipTo|Ship To]'''

'''[SoldTo|Sold To]'''

'''[SoldFrom|Sold From]'''

'''[Remit To|Remit To]'''

'''[Resource|Resource]'''

'''[vendcomm|Commodity Groups]'''

'''[rspecial|Warning Note]'''

'''Carrier:'''  A shipping company or carrier that is used to transport goods

'''Consignment Vendor:'''  An owner of inventory in your warehouse, who is paid each time their inventory is used

'''Inventory Owner:'''  An owner of inventory in your warehouse, who is '''not''' paid each time their inventory is used

'''Prospect:'''  A qualified Suspect that has the potential for revenue

'''Ship From:''' A Vendor/Supplier ships merchandise from this address

'''Suspect:'''  Name of person or company that needs to be marketed to, but has not been contacted as of yet

'''VIP:'''  Very Important Person; an overly important contact that may require special handling

'''RELEASENO:'''  When assigned to an organization, will require user the user to input data on the Remarks field of a Sales Order before being able to Ship (this includes, manual ship, shipping events, or project ship). 

'''SORFQCONT:'''  Requires a contact to be selected before the save when the organization is placed on a quote or sales order.

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Organization Attributes - HOW TO Edit Attributes