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:
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