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

1. Open the Sales Basic Data window.
2. Click the Regions 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 region in the Region Code column.
5. Enter the description of the sales region in the Description column.
6. Save the record.