Load Order Header Source from Mailing History (F05)

Purpose: Use this screen to define whether the most recent source code from an existing customer's mailing history defaults in order entry.

Yes/no field: Select this field if you want the source code from the most recent mailing in a sold-to customer's mailing history to default onto the order header in order entry. This might be useful if it is likely that the most recent mailing you made to the customer produced the order.

If both this field and the Use Default Current Source Code (C46) system control values are selected, and if the customer has both a current source code and mailing history, the source code from the mailing history takes precedence and will default on the order header. Some possible scenarios that could occur when both these field are selected, and the resulting source code defaulting:

Scenario

Source Code Defaults From:

Select an existing customer with both a current source code and mailing history

mailing history

Select an existing customer with a current source code but no mailing history

current source code

Select an existing customer with no current source code but mailing history

mailing history

Select an existing customer with neither current source code or mailing history

no default

Order API: See the description of the source_code in the CWOrderIn message for a discussion of how the generic order API assigns the source code to an order.

The current source code field is available on the second Create/Change/Display Customer screen in Work with Customers. The customer's mailing history is available in Work with Customer's by selecting History at one of the above screens, or selecting History for a customer at a scan screen. See Selecting Customers for more information.

Leave this field unselected if you do not want the source code from the most recent mailing to the customer to default in order entry. If the Use Default Current Source Code (C46) field is selected, the customer's current source code, if there is one, will always default.

Current source field update: The system updates this field based on your entry in the Update of Current Source Code in Customer File (D08) system control value.

Valid values for this system control value are:

O = update current source code based on source code used in order entry

N = no automatic update.

Note: You can also update the current source code through Work with Customers.

Mailing history update: The system creates mailing history records when you mail a catalog to the customer. See Entering Catalog Requests (WCAT) for more information on catalog requests.

IN03_02 OMSCS 19.0 December 2019 OHC