R2 Core
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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 1.0.

Company2IntraCompanyTypeAllR28648.png
Figure 1.0 Company [COMPANY#2] with the Company Type drop-down as Intra Company and Intra-Company Type drop-down as All

  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 1.1.

Company5IntraCompanyR28648.png
Figure 1.1 Company [COMPANY#5] with the Company Type drop-down as Intra Company and Intra-Company Type drop-down as Sales

  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 1.2.

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

SaleInvoice2R28648.png
Figure 1.2 Sale Invoice defaults the Customer field with Customer [COMPANY#5]

  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 2.0.

Company2IntraCompanyTypeAllR28648.png
Figure 2.0 Company [COMPANY#2] with the Company Type drop-down as Intra Company and Intra-Company Type drop-down as All 

  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.

Company5IntraCompanyR28648.png
Figure 2.1 Company [COMPANY#5] with the Company Type drop-down as Intra Company and Intra-Company Type drop-down as Sales

  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 2.2.

JBLR28648.png
Figure 2.2 Company [JBL] with the Category as Both, Company Type drop-down as Corporate, and Intra-Company Type drop-down as All

  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 2.3.

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

SaleInvoiceJBLR28648.png
Figure 2.3 Sale Invoice defaults the Customer field with Customer [JBL]

  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