Sales Office
Sales Office records a sales office and the sites it covers.
What it is for
The rule people get wrong: nothing picks a sales office today. No document or master has a Sales Office field that reads this list, and the screen is not on any menu. Keep it empty.
Every field in plain words
General
| Field | What it means | What to put |
|---|---|---|
| Sales Office | The code that identifies the sales office. You type it on New, before Create. | Required. A short code; it cannot be changed once the record exists. |
| Name | The name of the sales office, shown next to the code wherever it is picked. | Required. |
| Block | Marks the sales office as blocked. | Tick or leave clear. The pick lists other screens use for it do not check this tick, so a blocked record can still be picked. |
Basic Data
| Column | What it means | What to put |
|---|---|---|
| Site | A site of the office. | Optional. Pick from the Site list. |
| Line Text | A note. | Optional. |
How to configure it
The screen allows import, so a long list can be loaded from a file instead of typed. Which fields are required, greyed, hidden or pre-filled for a company is set on Organizational Structure Setting, in its Default Parameters grid, and one user can differ through User Parameter Value.
What it is connected to
If something looks wrong
- Save refuses because the code already exists. Codes are unique. Open the existing record from the list instead, or pick another code.