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 |