Shipping Details in Customer Maintenance

Yahoo Archive
1
My folks have asked (but not asked too hard) for something similar.

My thought is that you¹d have Character field on Customer define their
default shipping instructions. Similarly you¹d have a Character field on
Order (Sales Order), and on ShipHed (Customer Shipment) that would store the
same info.

You¹d then write BPMs that would copy Customer.Character01 (or whatever)
to Order.Character01, and from Order.Character01 to ShipHed.Character01
whenever a new Order or Shipment is created. That way you could create a
new Sales Order, get their default shipping info, confirm/adjust it at the
time of order booking, and then have it flow to Customer Shipment Entry
where it could alert the Shipping folks what shipping vendor, method, and
account to use.

You¹d also have to setup and deploy modified versions of the Customer,
Order, and Shipment Entry screens that expose this information as
appropriate.

Not a terribly complex customization, but I find these almost always take
me longer than I think they should.

-brian

On 12/10/08 8:25 PM, "Sarah" <greeneyedsweetie_99@...> wrote:
>
> I want to add shipping instructions (i.e. Ship via UPS Ground using
> acct # XXXXXX) to the customer maintenance file so that it will appear
> on every sales order and print on every packing slip for that
> customer. Has anyone done this?
>
> I know this can be entered manually in each sales order but our sales
> department wants it to populate automatically.



[Non-text portions of this message have been removed]
2
I want to add shipping instructions (i.e. Ship via UPS Ground using
acct # XXXXXX) to the customer maintenance file so that it will appear
on every sales order and print on every packing slip for that
customer. Has anyone done this?

I know this can be entered manually in each sales order but our sales
department wants it to populate automatically.

Thanks in advance!
Sarah