Use Prospect Finder File (E40)

Purpose: Use this screen to define whether the system searches the Prospect table for customer information to default on the Work with Order or Work with Order/Detail screen in Order Entry.

Yes/no field: Select this field if you want the system to search the Prospect table for address information associated with the prospect finder number entered in the Customer field on the Select Customer Sold To For Order Screen or Customer Selection Screen in Order Entry. A prospect finder number is a number you use to define each customer in a catalog mailing. For example, a prospect finder number may consist of a source code and customer number, as in a rented mailing list. The address information retrieved from the Prospect table defaults onto the Work with Order or Work with Order/Detail screen in Order Entry. This feature is helpful if you want to save time on keying in address information.

You can populate the Prospect table with address information by importing it into your database. See Using or Purging the Prospect Finder File (MPFF) for more information.

The system searches the Prospect table only if your entry begins with an alphabetical character. The system displays a message similar to the following if it cannot find the number you entered:

 

Customer Finder ART5674 does not exist.

 

Leave this field unselected if you do not want the system to search the Prospect Finder table. The system searches only the Customer Sold To table for the customer record.

IN03_02 OROMS 5.0 2018 OTN