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Page History: Organization Attributes - Sold To

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Page Revision: Fri, 28 Sep 2012 15:21


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General Description

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

Organization screen is also accessible from the Adjutant Toolbar.

Screen Name: SOLDTO

Function:

Sold To is an attribute jump screen from the Organization Screen.

Soldto Attribute - Click for full size

Soldto Attribute - Click for full size


Fields/Filters

Misc Code: User-defined field

Salesperson: Salesperson for this organization

  • Only people with the SALES attribute will be listed for selection in the drop-down menu

Territory: Territory or region for this organization

  • Organization Territories are maintained in the Rule Maintenance screen by selecting Organization Territory Codes from the drop-down menu

Price Code: Price code for billing

  • The price code will be used to determine pricing if no contract applies to customer

  • Price Codes are maintained in the Rule Maintenance screen by selecting Organization Pricing Codes from the drop-down menu.

Account Manager: Account manager for this customer

  • Only people with the ACCTMGR attribute will be available for selection

Default ShipTo: Select the customer's default shipping or work location

Tax Exempt #: If the customer is tax exempt, enter their tax exempt number and check the Exempt box

  • Exempt box must be checked for the customer to be marked as a tax exempt company

Default Note: Type a default note to appear on the customer's sales order

ABC Codes: Display the Organizations ratings based on the set up of ^ABCCUST

  • '''ABC Codes" displays on the Sales Order screen.
    ABC Ratings

    ABC Ratings




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