SOE Verification and Validation Parameters Control Maintenance Records

Options

• Check Amount

• Check Number

• Check Type

• ID Type

• ID Number

• Routing Number

• Bank Account Number

Outcome of setting this control record

The system requires the information you indicate in this control record when a user records check information for an order payment. Each item listed here has a corresponding field to collect information in the Check Authorization window.

Default Value(s)

No

Action if set to Null

The information is not required in the Check Authorization window.

Additional Information

For information about accepting checks for sales orders, see Authorizing Payments by Check.

Options

• Yes -  If the information in the first address line is changed, the system clears the second address line, city, state, and ZIP Code to force reentry of that information. If the information in the first address line is not changed but the information in the second address line is changed, the system leaves the first address line alone but clears the city, state, and ZIP Code to force reentry of that information.

• No - A change to either address line or the city only affects that part of the address. The system keeps the state and ZIP Code.

Outcome of setting this control record

If set to Yes, you can ensure that the order writer changing the address on the order also has to enter city, state, and ZIP Code information to ensure an accurate address entry.

Default Value(s)

Yes

Action if set to Null

Same as if set to Yes.

Additional Information

None

Options

• Yes - Validates the entry in the field using the following conditions:

• If the Only customer's authorized personnel may place orders field on the customer's Credit Control Parameters screen is selected and authorized personnel are entered on the Customer Authorization Maintenance window, users must select a name from the authorized personnel list.

• If the Only customer's authorized personnel may place orders field on the customer's Credit Control Parameters screen is select, but no authorized personnel are entered on the Customer Authorization Maintenance window, users can enter any contact associated with the customer.

• If the Only customer's authorized personnel may place orders field on the customer's Credit Control Parameters screen is not selected, users can enter a name in the Ordered By field, which starts the process of creating a new contact for that customer.

• If the customer is flagged as a Branch Cash account, and the Only customer's authorized personnel may place orders field on the customer's Credit Control Parameters window is not selected, you can enter free-form text in the Ordered By field in the Header tab without having to create a new contact.

• No - Does not validate the entry entered in Ordered By field unless  the Only customer's authorized personnel may place orders field in the Credit Control Parameters window is selected and the customer has authorized order personnel defined on the Customer Authorization Maintenance window. If that field is selected and authorized personnel defined, the order writer must select a name from the authorized personnel in the Ordered By field in the Header tab of an order.

Outcome of setting this control record

Determines if the system ensures that the contact entered in the Ordered By field in the Header tab of a sales order is a valid contact for the customer.

When a valid contact is entered, the system takes the first phone number that is assigned "Work" in the Codes field in Contact Maintenance and displays that number in the Phone Number field on the order's Header tab.

Default Value(s)

No

Action if set to Null

Same as if set to No.

Additional Information

To set the Only customer's authorized personnel may place orders field on the customer's Credit Control Parameters screen, the customer must have contacts attached to the customer record. When the field is set for the first time, all contacts are automatically added to the Authorized Personnel list. You can remove contacts from the Authorized User list so they are not available for selection in the Ordered By field when editing an order.