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Page History: Organization Attributes - Sold To

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Page Revision: Fri, 24 Jul 2009 14:41

Table of Contents [Hide/Show] Default Menu Location General Description Fields/Filters

Default Menu Location¶

Maintain >> Address Book >> Organization

Organization screen is also accessible from the Adjutant Toolbar.

General Description¶

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

Sold To

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