Setting Default Header Information
This table describes header defaults for Operator, Sold To Customer, Ship To Customer, and Bill To Customer.
Field Label |
Operator |
Sold To Customer |
Ship To Customer |
Bill To Customer |
---|---|---|---|---|
ADDRESS (BILL TO) |
1 |
|||
ADDRESS (SHIP TO) |
1 |
|||
ADDRESS (SOLD TO) |
1 |
|||
ALLOW PRODUCT SUBSTITUTIONS |
1 |
|||
BILL TO |
1 |
|||
BILL TO CONTACT |
1 |
|||
BILL TYPE |
1 |
|||
BUYING AGREEMENT ID |
1 |
|||
CANCEL BACKORDER |
2 |
|||
CARRIER ID |
2 |
|||
CARRIER ID EXPORT |
2 |
|||
CURRENCY CODE |
1 |
|||
COMMISSION LEVEL |
||||
COMMISSION METHOD |
||||
CUSTOMER CHANNEL |
1 |
|||
CREDIT CARD INFORMATION |
1 |
|||
CUSTOMER PO |
2 |
|||
DELIVERIES RESTRICTED TO ORDER |
2 |
|||
DIRECT INVOICING |
1 |
|||
DISTRIBUTION RULE |
||||
EXCLUSIVE PRICING ID |
1 |
|||
EXPORT |
1 |
|||
FREIGHT BILL |
1 |
|||
FREIGHT CHARGE METHOD |
2 |
|||
FREIGHT TRM |
2 |
|||
FREIGHT TRM (Export) |
2 |
|||
WEIGHT AND VOLUME ARBITRATION PLAN |
1 |
|||
ORDER DATE |
||||
ORDER GROUP |
1 |
|||
Order Owner |
1 |
|||
ORDER, QUOTE |
Prefix from User Preferences |
|||
ORDER STATUS, QUOTE STATUS |
||||
PARTIAL ORDER |
2 |
|||
PARTIALS |
2 |
|||
PAYMENT METHOD |
3 |
|||
PAYMENT TERMS ID |
2 |
|||
PRODUCT SOURCE |
2 |
|||
PRICING ARBITRATION PLAN |
1 |
|||
PRIORITY |
2 |
|||
PRIORITY (Export) |
2 |
|||
QUOTE NUMBER |
||||
SHIP PRIOR |
2 |
|||
SHIP TO |
1 |
|||
SHIP VIA |
2 |
|||
SHIP VIA (Export) |
2 |
|||
SINGLE SHIP FLAG |
2 |
|||
SOLD TO CONTACT |
1 |
|||
SOLD TO CONTACT |
1 |
|||
SOURCE |
2 |
|||
STANDARD DISCOUNT |
||||
STORE # |
1 |
|||
SUBCUS-TOMER1 |
1 |
|||
SUBCUS-TOMER2 |
1 |
|||
SUPPORT TEAM CODE |
1 |
|||
SHIP FROM BU |
1 |
|||
SHIP TO CONTACT |
1 |
|||
TAX CODE |
1 |
|||
TAX TRANSACTION TYPE |
1 |
|||
TRANSPORTATION LEAD RULE CODE |
||||
UNIT |
1 |
|||
USE PREFERRED CARRIER FOR FREIGHT |
2 |
|||
VMI SHIP TO |
1 |
This table describes header defaults for Order Group, Customer Group, Buying Agreement, and Order Management Business Unit, and includes additional notes for the fields.
Field Label |
Order Group |
Customer Group |
Buying Agreement |
OM BU |
Notes |
---|---|---|---|---|---|
ADDRESS (BILL TO) |
Primary |
||||
ADDRESS (SHIP TO) |
Primary |
||||
ADDRESS (SOLD TO) |
Primary |
||||
ALLOW PRODUCT SUBSTITUTIONS |
|||||
BILL TO |
Highest priority |
||||
BILL TO CONTACT |
|||||
BILL TYPE |
2 |
||||
BUYING AGREEMENT ID |
Or customer group. Default |
||||
CANCEL BACKORDER |
3 |
1 |
|||
CARRIER ID |
3 |
1 |
|||
CARRIER ID EXPORT |
3 |
1 |
|||
CURRENCY CODE |
|||||
COMMISSION LEVEL |
1 |
||||
COMMISSION METHOD |
The default is the commission percent. |
||||
CUSTOMER CHANNEL |
|||||
CREDIT CARD INFORMATION |
Bill-to customer contact |
||||
CUSTOMER PO |
1 |
Not expired |
|||
DELIVERIES RESTRICTED TO ORDER |
3 |
1 |
4 |
||
DIRECT INVOICING |
|||||
DISTRIBUTION RULE |
1 |
||||
EXCLUSIVE PRICING ID |
2 |
||||
EXPORT |
|||||
FREIGHT BILL |
|||||
FREIGHT CHARGE METHOD |
3 |
1 |
|||
FREIGHT TRM |
3 |
1 |
|||
FREIGHT TRM (Export) |
3 |
1 |
|||
WEIGHT AND VOLUME ARBITRATION PLAN |
2 -default weight and volume arbitration plan |
||||
ORDER DATE |
System date or the quote date for quotes. |
||||
ORDER GROUP |
|||||
Order Owner |
|||||
ORDER, QUOTE |
System |
||||
ORDER STATUS, QUOTE STATUS |
Open |
||||
PARTIAL ORDER |
3 |
1 |
|||
PARTIALS |
3 |
1 |
|||
PAYMENT METHOD |
2 |
1 |
|||
PAYMENT TERMS ID |
3 |
1 |
Or from payment terms on the price formula |
||
PRODUCT SOURCE |
1 |
||||
PRICING ARBITRATION PLAN |
2 |
3 - Uses pricing arbitration plan |
|||
PRIORITY |
3 |
1 |
|||
PRIORITY (Export) |
3 |
1 |
|||
QUOTE NUMBER |
From converted quote |
||||
SHIP PRIOR |
3 |
1 |
|||
SHIP TO |
Highest priority |
||||
SHIP VIA |
3 |
1 |
|||
SHIP VIA (Export) |
3 |
1 |
|||
SINGLE SHIP FLAG |
3 |
1 |
|||
SOLD TO CONTACT |
|||||
SOLD TO CONTACT |
|||||
SOURCE |
1 |
||||
STANDARD DISCOUNT |
1 |
||||
STORE # |
|||||
SUBCUS-TOMER1 |
|||||
SUBCUS-TOMER2 |
|||||
SUPPORT TEAM CODE |
Uses default team |
||||
SHIP FROM BU |
|||||
SHIP TO CONTACT |
|||||
TAX CODE |
|||||
TAX TRANSACTION TYPE |
|||||
TRANSPORTATION LEAD RULE CODE |
1 |
2 - default |
|||
UNIT |
|||||
USE PREFERRED CARRIER FOR FREIGHT |
3 |
1 |
|||
VMI SHIP TO |