Enter Regions
Explanation
Use this activity to view, modify, or enter the regions in which your company
works. The customers can then be connected to a region, which will then appear
as the default region on customer orders for that customer. This default can be
changed on the order. You can use this
optional entry to obtain customer order statistics per
region.
Prerequisites
There are no specific prerequisites.
System Effects
As a result of this activity:
- A region is defined.
- The region code will be available from the List of Values in other windows, e.g.,
Customer
and
Customer Order.
- Each customer can be linked to a default region in the
Customer/Address/Order Address Info tab. This linked region 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
region.
Window
Sales Basic Data
Related Window Descriptions
Sales Basic Data
Sales Basic Data/Regions
Procedure
- Open the Sales Basic Data window.
- Click the
Regions 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 region in the Region Code column.
- Enter the description of the sales region in the Description column.
- Save the record.