Organization Attributes - Sold To
Modified on Tue, 31 May 2016 10:50 by tpaeglis — Categorized as: Address Book, Attributes
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General Description
Fields/Filters
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.
Sold To Screen
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
this screen
'''ABC Codes" displays on the Sales Order screen.
ABC Ratings