Require Customer Class in OE, WCAT, and WCST (H85)

Purpose: Use this screen to indicate whether the customer class is required when entering orders or catalog requests or maintaining customer records.

Yes/No field: Select this field to have customer class required at the following screens:

• order entry and order maintenance:

- Change Cust Sold to Name & Address Screen

- Work with Order Screen

- Expand Name/Address Screen

• catalog requests: Create Catalog Request Screen

• customer maintenance:

- First Create Sold To Customer Screen

- First Change Sold To Customer Screen

At each of these screens, the customer class defaults as follows:

• existing customer: The customer class defaults if it has already been specified.

• new customer: The customer class defaults if the Default Customer Class in Order Entry (D63) system control value specifies a customer class.

If you fail to enter a customer class and there is no default, the system displays the following error message: Customer Class required.

Important: You can use the Maintenance of Customer Class Field (B07) secured feature to control the authority to enter or change the customer class field at all of the above screens. If you select this system control value, a user who does not have authority to the customer class field cannot enter or maintain an order or a catalog request, or perform customer maintenance for any customer that does not already have a customer class assigned. See the table below for more information.

Default Customer Class in Order Entry (D63)	Require Customer Class in OE, WCAT, and WCST (H85)	Maintenance of Customer Class Field (B07) secured feature	Result in order entry, catalog requests or customer maintenance
not specified	unselected	*ALLOW	Current setting, if any, defaults; entry is optional
		*EXCLUDE	Current setting, if any, defaults; cannot enter or maintain customer class for new customers or customers without assigned class
specified	unselected	*ALLOW	Current setting, if any, defaults; class defined for system control value defaults for new customers; entry is optional
		*EXCLUDE	Current setting, if any, defaults; class defined for system control value defaults for new customers; cannot enter or maintain customer class
specified	selected	*ALLOW	Current setting, if any, defaults; class defined for system control value defaults for new customers; entry is required for existing customers without assigned class
		*EXCLUDE	Current setting, if any, defaults; class defined for system control value defaults for new customers; cannot complete order, catalog request, or customer maintenance if there is no default customer class
not specified	selected	*ALLOW	Current setting, if any, defaults; entry is required for existing customers without assigned class and for new customers
		*EXCLUDE	Current setting, if any, defaults; cannot complete order, catalog request, or customer maintenance for new customers, or if there is no default customer class for existing customers

Leave this field unselected if you do not want customer class to be required in order entry, order maintenance, catalog requests or customer maintenance.

For more information: See Setting Up the Customer Class Table (WCCL) for a discussion of customer class.