Understanding Container Preferences

You use preferences to configure the way that sales orders are processed. For container management, you set up preferences for customers and customer and item combinations to define:

• The type of container transactions, deposits or rentals, for which you bill the customer.

• The type of invoice, summary or transaction, that you send the customer for container transactions.

• The billing cycle for the customer and container item combination.

• The pricing unit of measure.

To create preferences, you must activate preferences, define the preference hierarchy, and then create the specific preferences.

Before you can create a preference, you must make sure it exists on the preference master. If it does not exist, you must add it to the preference master. When the preferences exist in the preference master, you activate all of the preferences that you need to use in container management. You then define the preference hierarchy to indicate the order in which you want the system to apply the preferences. You must also set the appropriate processing options for specific programs, such as the Sales Order Entry program (P4210), to use preference information.