Managing Organization Site Assignments in Sales and Distribution
When the user needs to assign certain specific Organization Sites to customers for sale; the Assign Organization Site module in Sales and Distribution will be used. This window tags allocated organization sites to the particular customer signifying that the seller will be making his sales to the specified customers from allocated organization sites only.
Tagging of organization sites can be made at customer site level also. For example: an organization site can buy goods from a site X of a customer C, but the organization cannot buy from site Y of the same customer C.
Multiple Organization sites can be allocated for each customer. If no organization site is allocated then the customer has the freedom to transact in all organization sites for the company.
Prerequisites
- The user's role must have the Allocate application operation enabled for Sales & Distribution > Setup > Customers > Assign Organization Site in Admin > Security > User > Roles .
Step-by-step guide
Assignment of Organization Sites (Sales & Distribution) can be done in the following way:
- Go to Sales & Distribution > Setup > Customers > Assign Organization Site.
- Click on the Assign button to open the Assign Organization Site window.
The following table shows the Field Names and provides a description of their functionality.
| Field Name | Field Description | |
|---|---|---|
Customer Information | ||
| Name | The Customer name has to be chosen from the drop-down box. | |
Class Name | This field displays the class of the selected customer. | |
| AR Ledger | This field displays the AR Ledger of the selected customer. | |
Customer - Organization Site Mapping | ||
Site information | ||
| Site | A drop-down box appears once the Important information The conditions for displaying the organization sites:
| |
| Short Code | This field displays the site short code of the selected site | |
| Site Type | This field displays the site type of the selected site | |
| OU Name | This field displays the Organization unit to which the selected site belongs | |
| Add Organization Site (button) | This enables the drop-down box from which the Organization site will be chosen | |
| Delete Site (button) | This button deletes the lowest available branch in the Organization Site tree. | |
Site Wise Details | ||
Purchase Information | ||
| Purchase Trade Group | This is an optional field where drop-down allows selection of all non -extinct Trade Group. NOTE: For | |
| Purchase Term | This is an optional field where drop-down allows selection of all non -extinct Term Name. Once Trade Group is selected, only Terms related to that particular Trade Group will be displayed; otherwise all terms are displayed. If the Trade Group is left blank, selection of Purchase Term will auto-populate the Trade Group for the term in Customer Trade Group field. | |
| Form Name | This is an optional field where drop-down allows selection of all non -extinct Form Name. NOTE: The field will be disabled for Consignment sites and Local Trade Groups. | |
Sales Information | ||
| Sales Trade Group | This is an optional field where drop-down allows selection of all non -extinct Trade Group. NOTE: For | |
| Sales Term Name | This is an optional field where drop-down allows selection of all non -extinct Term Name. Once Trade Group is selected, only Terms related to that particular Trade Group will be displayed; otherwise all terms are displayed. If the Trade Group is left blank, selection of Sales Term will auto-populate the Trade Group for the term in Customer Trade Group field. | |
| Form Name | This is an optional field where drop-down allows selection of all non -extinct Form Name. NOTE: The field will be disabled for Consignment sites and Local Trade Groups. | |
| Price List Name | This is an optional field where drop-down allows selection of all non -extinct Price List Names. NOTE: If Mode of Operation is not selected, then Price List selection is not allowed. If Mode of Operation is Consignment, then only those Price Lists are displayed where Consider Tax = No. But for Outright operations all price lists are displayed. | |
Default Stock Point | ||
| Receive | This displays the selected stockpoint for receiving the goods from suppliers. It is an optional drop-down list containing the non-extinct warehouse type stock point tagged to the particular organization unit. | |
| Issue | This displays the selected stockpoint for issuing the goods to customers. It is an optional drop-down list containing the non-extinct warehouse type stock point tagged to the particular organization unit. | |
Incoming Logistics | ||
| Gate Entry Applicable | This check-box, if selected, ensures that goods have proper gate entry permits while entering the stock point premises. | |
| Logistics Applicable | This check-box, if selected, ensures that goods have proper logistic documents while entering the stock point premises. Once enabled, it provides three options:
| |
Outgoing Logistics | ||
| Logistics Applicable | This check-box, if selected, ensures that goods have proper logistic documents while leaving the stock point premises. Once enabled, it provides another option:
| |
Edit
Editing records for this functionality can only be done by clicking the same Assign button to open the Assign Organization Site window. All the fields are modifiable.