Organization Attributes - Sold To

General Description

How To Access:

Default Menu Location: Maintain >> Address Book >> Organization >> Ship To Attribute

Organization screen is also accessible from the Adjutant Toolbar:

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Screen Name: Sold To

URL: ShipTo_S.htm?

Function: Sold To is an attribute jump screen from the Organization Screen, which defines all the billing information for your customer, and where you send invoices.

Fields/Filters:

Sold Misc: User-defined field

Salesperson: Salesperson for this organization

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

Terr: Territory or region for this organization

Organization Territories are maintained in the Rule Maintenance screen by selecting Customer Territory Codes - TERR 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 Customer Price Groups - ENTGRP from the drop-down menu.

Account Manager: Account manager for this customer

Only people with the Account Manager 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 your ABC code setup in Adjutant.