Customer Setup - Ordering overview

Customer > Setup > Customer

Use this page to specify ordering information for a customer.

A customer’s ordering information directly relates to Sales Order Entry. When you specify the customer number in Sales Order Entry, the Customer Setup-Ordering record is accessed by the system to obtain the information needed for the order. This information affects the entire sales order.

The pricing information from this view is used by the system when you enter lines in Sales Order Entry. This information is applied to each line and does not affect the entire order.

Before you enter information on this view, set up the these functions:

  • SA Order Entry Addon Setup
  • SA Table Code Value Setup
    • Ship Via
    • Customer Price Type
  • Product Warehouse Description Setup
  • Sales Sales Rep Setup