![]() |
Change Customer Data Window:Run Instructions
If you wish to let your salespeople change certain fields of the customer file, you have to define which fields they can change in the Sales Desk. Typically, you will let salesperson change phone, address and contact information.
Main Menu ® Util-setup ® global setup ® cop-cTl ® cHg cust screen layout
This is a user definable window with 15 fields. This window is called up from with the F5 Options function key in Sales Desk
In the change mode, select field you want to change. When cursor is in that field, the F7 Key will search for the screen layout names.
Available fields to use in Screen Layout Names:
ACCT-DATE Account Date ACCT-NO Account No. ADDRESS-1 Address 1 ADDRESS-2 Address 2 BACKORDERS Backorders Flag BAL-METHOD Balance Method CITY City COLLECTOR Collector COMMENT-1 Comment 1 COMMENT-2 Comment 2 CONTACT Contact CORR-NAME Correspond Name COUNTRY Country CRDT-HOLD Credit Hold Flag CRDT-LIMIT Credit Limit CRDT-RATE Credit Rate CUST-TYPE Customer Type DISC-PCT Discount Percent DUNNING-LTR Dunning Letters Flag EXEMPT-NO Tax Exempt Number FAX-NO Fax Number FIN-CHG Finance Charge Flag INV-FORM Invoice Form Number LOCATION Primary Location for customer NOTE-1 Note 1 NOTE-2 Note 2 NOTE-3 Note 3 NOTE-4 Note 4 NOTE-5 Note 5 PARTIAL-SHIP Partial Ship Flag PHONE-NO Phone No. SALESMAN-NO Salesman No. SHIP-VIA Ship Via SORT-NAME Sort Name STATE State STMNT-FREQ Statement Frequency SUBST-ITEMS Substitute Items Flag TAX-CODE-1 Tax Code 1 TAX-CODE-2 Tax Code 2 TAX-CODE-3 Tax Code 3 TAXABLE Taxable? TERMS-CODE Terms Code TERRITORY Territory UPS-ZONE UPS Zone USER-AMOUNT User Amount USER-DATE User Date ZIP-CODE Zip Code
|