Load Source from Mailing History (D20)

Purpose: Use this screen to define whether the source code from the most recent mailing to the customer should default to the order detail line.

Yes/No field: If you select this field, the system does the following when an Order Entry or Order Maintenance operator enters an offer on the order detail line:

• searches for the specified offer code in the customer's Mail History table (See Reviewing Customer History)

• loads the source code associated with the most current mail date to the order detail line.

Leave this field unselected if you do not want the system to default the source code from the customer's mailing history to each order detail line.

If the Use Source Code from Order Header When Creating Order Lines (D73) system control value is selected, the system overrides the header-level source code on the detail line if it finds one through this process.

If the Default Offer Source Code to Order Detail Line (G28) system control value is selected, the system defaults the source code defined for the offer on the order detail line to the Source code field on the order detail line if a source code in the customer's mail history is not associated with the offer on the order detail line.

Track demand: The presence of a source code on the order detail line causes the system to track demand for the source code by the order detail line rather than the entire order.

Example: An order with a merchandise total of $45.00:

Header source code = A123

Order line 1: source code = B123, merchandise = $10.00

Order line 2: no source code override, merchandise = $15.00

Order line 3: no source code override, merchandise = $20.00

The system would update the history for each source code as follows:

A123: # orders = 1, $ orders = $35.00

B123: # orders = 1, $ orders = $10.00

The system updates the # orders field only once for each unique source code on the order, and updates the $ orders field with the merchandise total for all lines with that source code.

However, the system updates the Current source field in the Sold To Customer table with the source code entered on the “header” (name and address) screen.

This method of tracking demand by the order line might be useful if, for instance, your customers frequently order items from more than one catalog at the same time.

For more information: See Working with Source Codes (WSRC) for more information on tracking demand for source codes. Also, see the descriptions of the Update Demand for Order Maintenance Transactions (C72), Override Offer on Order Detail Line (D49) and Use Source Code from Order Header When Creating Order Lines (D73) system control values.

You can override the source code on the order detail line even if a source code has defaulted from the mailing history or the order header. However, freight and pricing methods are controlled by the source code on the “header” screen. The source code on the order detail line is used only for demand tracking.