http://www.abiscorp.com/faq/index.php?action=history&feed=atom&title=Organization_Attributes_-_Sold_To 2026-04-27T19:29:04Z Revision history for this page on the wiki MediaWiki 1.31.0 http://www.abiscorp.com/faq/index.php?title=Organization_Attributes_-_Sold_To&diff=4748&oldid=prev 2024-03-20T14:34:03Z

<p>Created page with &quot;__NOTOC__ ===General Description=== &#039;&#039;&#039;How To Access:&#039;&#039;&#039; :&#039;&#039;&#039;Default Menu Location:&#039;&#039;&#039; Maintain &gt;&gt; Address Book &gt;&gt; Organization &gt;&gt; Ship To Attribute :Organization screen is...&quot;</p> <p><b>New page</b></p><div>__NOTOC__<br /> ===General Description===<br /> &#039;&#039;&#039;How To Access:&#039;&#039;&#039;<br /> <br /> :&#039;&#039;&#039;Default Menu Location:&#039;&#039;&#039; Maintain &gt;&gt; Address Book &gt;&gt; Organization &gt;&gt; Ship To Attribute<br /> <br /> :Organization screen is also accessible from the Adjutant Toolbar:<br /> <br /> [[File:Adj_Toolbar_Orgs.png]].<br /> <br /> <br /> :&#039;&#039;&#039;Screen Name:&#039;&#039;&#039; Sold To<br /> <br /> :&#039;&#039;&#039;URL:&#039;&#039;&#039; ShipTo_S.htm?<br /> <br /> <br /> &#039;&#039;&#039;Function:&#039;&#039;&#039; 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. <br /> <br /> <br /> <br /> <br /> [[File:Sold_To_Screen.png]]<br /> <br /> <br /> <br /> ===Fields/Filters:===<br /> <br /> &#039;&#039;&#039;Sold Misc:&#039;&#039;&#039; User-defined field<br /> <br /> &#039;&#039;&#039;Salesperson:&#039;&#039;&#039; Salesperson for this organization<br /> <br /> * Only people with the &#039;&#039;Salesperson&#039;&#039; attribute will be listed for selection in the drop-down menu<br /> <br /> &#039;&#039;&#039;Terr:&#039;&#039;&#039; Territory or region for this organization <br /> <br /> * Organization Territories are maintained in the &#039;&#039;&#039;&#039;&#039;[[Rule Maintenance | Rule Maintenance]]&#039;&#039;&#039;&#039;&#039; screen by selecting &#039;&#039;Customer Territory Codes - TERR&#039;&#039; from the drop-down menu <br /> <br /> &#039;&#039;&#039;Price Code:&#039;&#039;&#039; Price code for billing <br /> <br /> * The price code will be used to determine pricing if no contract applies to customer<br /> <br /> * Price Codes are maintained in the &#039;&#039;&#039;&#039;&#039;Rule Maintenance&#039;&#039;&#039;&#039;&#039; screen by selecting &#039;&#039;Customer Price Groups - ENTGRP &#039;&#039; from the drop-down menu.<br /> <br /> &#039;&#039;&#039;Account Manager:&#039;&#039;&#039; Account manager for this customer <br /> <br /> * Only people with the Account Manager attribute will be available for selection<br /> <br /> &#039;&#039;&#039;Default ShipTo:&#039;&#039;&#039; Select the customer&#039;s default shipping or work location<br /> <br /> &#039;&#039;&#039;Tax Exempt #:&#039;&#039;&#039; If the customer is tax exempt, enter their tax exempt number and check the &#039;&#039;&#039;Exempt&#039;&#039;&#039; box<br /> <br /> * &#039;&#039;&#039;Exempt&#039;&#039;&#039; box must be checked for the customer to be marked as a tax exempt company<br /> <br /> &#039;&#039;&#039;Default Note:&#039;&#039;&#039; Type a default note to appear on the customer&#039;s sales order<br /> <br /> &#039;&#039;&#039;ABC Codes:&#039;&#039;&#039; Display the Organizations ratings based on your ABC code setup in Adjutant.<br /> <br /> [[Category:Address Book]] [[Category:Order Entry]] [[Category:Accounts Receivable]]</div>

Aaron