Order entry options for defining customer default codes

If you are defining a customer default code for order entry customers, then use this procedure. See the Order Entry User Guide.

  1. On the Main tab of Customer Defaults (AR08.1), click OE Cust to open Order Entry Customer Fields (AR08.3).
  2. Define the order entry options. What is defined here will be used by the Order Entry application. Use these guidelines to specify the field values:
    Default Ship-To Loc

    Select the default ship-to location. This must be a valid ship-to code as defined on Ship To (BL02.1).

    Default Location

    Select the default ship-from location. This must be a valid ship-from code as defined on Location (IC02.1).

    Default Method

    Select the default shipping method. This must be a valid shipping method as defined on Shipping Method (WH11.1).

    Order Discount Code

    Order discount codes are used to assess discounts for a customer order. This must be a valid discount code as defined on Order Discount Code (OE59.1).

    Credit Limit and Order Limit Hold Codes

    These hold codes are used when a customer has exceeded their credit or order limit. These must be valid hold codes as defined on Hold Code (AR16.1).

    Age Credit Percent

    Specify the percentage of the credit limit allowed in this aging period.

    Age Hold Code

    Select the hold code that will be applied to the customer if they fail the credit check because of the aging period limit. This must be a valid hold code as defined on Hold Code (AR16.1).

    Priority

    Specify a number from 1-99, with 1 having the highest allocation priority. This is used by batch inventory allocation to determine, which customers get option on available inventory.

    Allow Returns

    Specify whether or not this customer is allowed to return items in the Order Entry system.

    Note:  When adding a new customer and the field is left blank, other programs interpret the value as Y (Yes).
    Return Date

    If your billing company is setup to limit return days by a specific date, then specify the date when return authorizations cannot be generated. You cannot generate return authorization on or after this day.