Applying Branch-Specific Overrides

Set the following defaults at the customer and vendor level that override settings at a branch or territory level:

Inside and outside salesperson
Ship via
Order entry message
Terms code
Price class

For example, if Dan is the default outside salesperson for all branches except for the NORTH territory where Sam is the salesperson you would enter Sam's user ID in the Value field of the Branch-Specific Overrides screen for the NORTH territory with an attribute of Outside Salesperson. In order entry, for all branches except the NORTH territory Dan defaults as the outside salesperson, except when an order is entered for a branch in the NORTH territory, in which case, Sam is the default salesperson.

You must be assigned branch access in User Maintenance to override any attribute for a branch or territory.

To apply a branch-specific override:

From the Files menu, do one of the following to display the Branch-Specific Overrides screen:

Select Customer to display the Customer Maintenance screen, then select Add'l Info, then select Branch Overrides.
Select Vendor to display the Vendor Maintenance screen, then select Add'l Data, then select Brch Ovrds.

The Entity field on the Branch-Specific Overrides screen displays the name of the customer or vendor from the entity record.

In the Br/Terr field, enter the branch or territory for which to apply an override. Enter ALL to apply the override to all branches.
In the Attribute field, press F10 and select from the following attributes for the customer or vendor available for each branch:

For Customer Branches

For Vendor Branches

Outside Salesperson

Inside Salesperson

Ship Via

Terms Code

Price Class

Press F10 and select from the list of valid options.

OE Message

Do one of the following to create a message in Sales Order Entry or Purchase Order Entry when a customer or vendor place orders:

Use the Expand Field hot key to enter a message up to 360 characters.
Enter a short message, up to 30 characters, in the Value column.

In the Value field, press F10 and select from a list of options relevant to the attribute selected in the Attribute field.
Press Esc to save the changes and return to the Additional Info screen.