Create Customer Agreement Screen - Revision history

JRZeitlin at 02:08, 18 December 2007

2007-12-18T02:08:42Z

Sichen at 17:55, 5 December 2007

2007-12-05T17:55:48Z

Sichen at 17:55, 5 December 2007

2007-12-05T17:55:06Z

JRZeitlin: Protected "Create Customer Agreement Screen": Sysop page [edit=sysop:move=sysop]

2007-12-03T02:25:52Z

Protected "Create Customer Agreement Screen": Sysop page [edit=sysop:move=sysop]

JRZeitlin: New page: This screen allows you to create customer agreements to be applied to orders made by a specific party. Enter the appropriate information into the following fields: *'''Agreement Date''' ...

2007-12-03T02:25:52Z

New page: This screen allows you to create customer agreements to be applied to orders made by a specific party. Enter the appropriate information into the following fields: *'''Agreement Date''' ...

New page

This screen allows you to create customer agreements to be applied to orders made by a specific party. Enter the appropriate information into the following fields:

*'''Agreement Date''' - This is the date and time that the customer agreement is created. Enter the date manually or search for it using the [[calendar widget]]. Select the time using the drop down menus.
*'''Party ID to" - This is the customer the agreement applies to. Enter the customer's internal ID manually or search for it using the lookup widget.
*'''From Date/Thru Date''' - These fields specify the time frame the customer agreement will be valid through. Enter the "From" and "Thru" date manually or search for them using the [[lookup widget]]. Select the times using the drop down menus.
*'''Description''' - This field allows you to enter a brief description of the customer agreement to distinguished from other customer agreements.
*'''Full Text''' - This field allows you to enter the full text of the customer agreement.

Clicking the [Create] button will create the customer agreement and take you to the [[View Customer Agreement Screen]].

← Older revision		Revision as of 02:08, 18 December 2007
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	*'''Full Text''' - This field allows you to enter the full text of the customer agreement.		*'''Full Text''' - This field allows you to enter the full text of the customer agreement.

−	Clicking the [Create] button will create the customer agreement and take you to the [[View Customer ~~Agreement~~ Screen]].	+	Clicking the [Create] button will create the customer agreement and take you to the [[View Customer Agreements Screen]].

@@ Line 3: / Line 3: @@
 *'''Agreement Date''' - This is the date and time that the customer agreement is created.  Enter the date manually or search for it using the [[calendar widget]].  Select the time using the drop down menus.
 *'''To Party''' - This is the customer the agreement applies to.  Enter the customer's internal ID manually or search for it using the lookup widget.
-*'''To Classification Group''' - Alternatively, your agreement can be created to apply to an entire classification group of customers, such as "Preferred Customers" or "Wholesale Customers."
+*'''To Classification Group''' - Alternatively, your agreement can be created to apply to an entire classification group of customers, such as "Preferred Customers" or "Wholesale Customers."  Here you should select from one of the classification groups in the drop down.
 *'''From Date/Thru Date''' - These fields specify the time frame the customer agreement will be valid through.  Enter the "From" and "Thru" date manually or search for them using the [[lookup widget]].  Select the times using the drop down menus.
 *'''Description''' - This field allows you to enter a brief description of the customer agreement to distinguished from other customer agreements.

← Older revision	Revision as of 02:25, 3 December 2007
(No difference)