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

1. Open the Sales Basic Data window.
2. Click the Districts tab, and populate to view existing data.
3. Select a row, then select New.
4. Using no more than 10 alphanumeric characters, enter the code for the sales district in the District Code column.
5. Enter the description of the sales district in the Description column.
6. Save the record.