Business Source Codes

System Maintenance Menu -> Configure System Settings -> Customer Management Tab -> General Settings -> Business Source Codes

A Business Source as setup here, can be assigned to each document, including Contracts, Invoices, Reservations, Quotations, saved Worksheets, Sales Orders, Estimates, and Work Orders.
Each document prompts for the Business Source, if the division flag is set in the Additional Pop-Up Windows in the Divisional Contract Parameters.

A flag in the Required Document Information of the Company Contract Parameters, can be set to make the Business Source a mandatory field on counter documents including Contracts, Invoices, Reservations, Quotations, and Worksheets.
When a Business Source is mandatory on a document, the Blank code is not allowed even if there is a blank code record in the Business Source table.

An operator must be assigned a Security Role that allows permission to the Customer Management - Business Source Codes in order to access this table.

The Business Source prints on the spreadsheet output of the Salesman Commission Report when the invoice detail is printed, and a source analysis summary can be printed from Business Source Report.

The prompts to setup Business Source codes are:

Accept the system assigned sequence number that is used to track the records in this file.

Enter a one or two digit code to identify the Business Source.
The default "blank" code for UNASSIGNED is pre-set for the system.

Enter the corresponding description for the Business Source.
       ----    -----------
        SF     SPRING FLYER
        WS     WEBSITE
        YP     YELLOW PAGES

Topic Keyword: RSHS01
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