R2 Core
R2 Core
Breadcrumbs

Enabling Default Customer in POS

Reference No: R2-8648

Version No: 06.00.04-00

Details

Support for Default Customer in POS is provided for the Company with the Category Type as Customer and Both.

The details are explained in the sample workflow given below:

Scenario 1 - POS with Company Type as Intra-Company and Intra-Company Type as All and Sales

Prerequisites

Perform the following the steps:

  1. Select the Site [SAN FRANCISCO].

  2. Select the Maintenance module > Customer tab > Company tab.

  3. Create a Company [COMPANY#2] with Category as Customer, Company Type drop-down as Intra Company, and Intra-Company Type drop-down as All, as shown in Figure 2.0.

Figure 2.0 Company [COMPANY#2] with the Company Type drop-down as Intra Company and Intra-Company Type drop-down as All

https://documentation.r2help.com/mergedProjects/Maintenance/topics/images/Company2IntraCompanyTypeAllR28648.png

 

  1. Click OK in the COMPANY#2 Company Edit window.

  2. Create another Company [COMPANY#5] with Category as Customer, Company Type drop-down as Intra Company, and Intra-Company Type drop-down as Sales, as shown in Figure 2.1.

Figure 2.1 Company [COMPANY#5] with the Company Type drop-down as Intra Company and Intra-Company Type drop-down as Sales

https://documentation.r2help.com/mergedProjects/Maintenance/topics/images/Company5IntraCompanyR28648.png

 

  1. Click OK in the COMPANY#5 Company Edit window.

  2. Exit the Maintenance module.

Sample Workflow

  1. Select the Site [SAN FRANCISCO].

  2. Select the Account module, click the POS icon and create a Sale Invoice.

  3. The Customer field in the Sale Invoice defaults to Customer [COMPANY#5], as shown in Figure 2.2.

The Customer [COMPANY#5] comprises of the Company Type [Intra-Company] and Intra-Company Type [Sales].

Figure 2.2 Sale Invoice defaults the Customer field with Customer [COMPANY#5]

https://documentation.r2help.com/mergedProjects/Maintenance/topics/images/SaleInvoice2R28648.png

 

  1. Exit the Sale Invoice window.

Scenario 2 - Creating POS with the Site comprising of the Intra-Company Type as All or Sales

Prerequisites

Perform the following the steps:

  1. Select the Site [SAN FRANCISCO].

  2. Select the Maintenance module > Customer tab > Company tab.

  3. Create a Company [COMPANY#2] with Category as Customer, Company Type drop-down as Intra Company, and Intra-Company Type drop-down as All, as shown in Figure 4.0.

Figure 4.0 Company [COMPANY#2] with the Company Type drop-down as Intra Company and Intra-Company Type drop-down as All

https://documentation.r2help.com/mergedProjects/Maintenance/topics/images/Company2IntraCompanyTypeAllR28648.png

 

  1. Click OK in the COMPANY#2 Company Edit window.

  2. Create another Company [COMPANY#5] with Category as Customer, Company Type drop-down as Intra Company, and Intra-Company Type drop-down as Sales, as shown in Figure 4.1.

Figure 4.1 Company [COMPANY#5] with the Company Type drop-down as Intra Company and Intra-Company Type drop-down as Sales

https://documentation.r2help.com/mergedProjects/Maintenance/topics/images/Company5IntraCompanyR28648.png

 

  1. Click OK in the COMPANY#5 Company Edit window.

  2. Create another Company [JBL] with Category as Both, Company Type drop-down as Corporate, and Intra-Company Type drop-down as All, as shown in Figure 4.2.

Figure 4.2 Company [JBL] with the Category as Both, Company Type drop-down as Corporate, and Intra-Company Type drop-down as All

https://documentation.r2help.com/mergedProjects/Maintenance/topics/images/JBLR28648.png

 

  1. Click OK in the JBL Company Edit window.

  2. Exit the Maintenance module.

Sample Workflow

  1. Select the Site [SAN FRANCISCO].

  2. Select the Account module, click the POS icon and create a Sale Invoice.

  3. The Customer field in the Sale Invoice defaults to Customer [JBL], as shown in Figure 4.3.

The Customer [JBL] comprises of the Company Type [Corporate] and Intra-Company Type defaulted to [All].

Figure 4.3 Sale Invoice defaults the Customer field with Customer [JBL]

https://documentation.r2help.com/mergedProjects/Maintenance/topics/images/SaleInvoiceJBLR28648.png

 

  1. Exit the Sale Invoice window.

  1. The Default Customer in POS is not supported for Vendor Company Category Type.

  2. The POS displays the Customer based on the preference,

  • the Company tagged in the Account window,

  • the Site with the Intra-Company Type as Sales,

  • the Site with the Intra-Company Type as All, and

  • the default Sale customer