Customer Ship To Setup - Job overview

If a customer uses jobs, you can specify each job as a ship to record. Use the Job ID and Revision number to tie a particular ship to record to a job. You can store information for each job separately on its own records. You can then track all orders by this ship to job number.

You can also enter a job number on the customer’s pricing record in PD Pricing Setup. If a job has specific pricing and discounting, enter the ship to job number on the PD Pricing Setup record. In Order Entry, the customer’s pricing record containing that ship to job number is used. The exception is if you created a more current pricing record that might not apply to this ship to job.

The order is placed on hold if this criteria is met:

• You enter hold days.
• The Preliminary Lien Filed field is empty.
• The current date is greater than or equal to the hold days after the first sale date.

Use the SM Sales Analysis Report and SM Commission Report for an analysis of a ship to job number.