Enter Districts
Explanation
Use this activity to view, modify, or enter the districts in which your
company works. The customers can then be connected to a district, so that each
customer order for that customer will have the default district. The district
can be changed on the order.
By doing this
optional entry, you will be able to generate and analyze customer order
statistics per district. Although no set hierarchy is defined within IFS
Applications, districts are generally more narrowly defined than markets or
regions. For example, you could define districts at the state, province, or
county level, or by telephone area codes or postal (zip) codes.
Prerequisites
There are no specific prerequisites.
System Effects
As a result of this activity:
- A district is defined.
- The district code will available the List of Values in other windows, e.g.,
Customer
and
Customer Order.
- Each customer can be linked to a default district in the
Customer/Address/Order
Address Info tab. This linked district will display as the default on
customer orders for this customer. The value can be changed or deleted on
individual orders.
- Queries and statistical reports can be generated to show sales activity by
district.
Window
Sales Basic Data
Related Window Descriptions
Sales Basic Data
Sales Basic Data/Districts
Procedure
- Open the Sales Basic Data window.
- Click the
Districts tab, and populate to view existing data.
- Select a row, then select New.
- Using no more than 10 alphanumeric characters, enter the code for the sales district in the District Code column.
- Enter the description of the sales district in the Description column.
- Save the record.