System Data Courier Group Restrictions
Restrictions can be applied to the courier grouping options, to allow greater flexibility and ensure that customer service operators can only add a qualified selection of courier groups to sales Orders, based on the following matching criteria:
- Company Class
- Country
- Zone
- Sales Source
- Brand
- Invoice Priority
In a sales order, the Courier Group is selected from the Cour.Grp option below the Courier field in the [ Sales Order | Additional ] screen.
Courier Group Restrictions Grid
- Courier Group: the group you want the restrictions to apply to.
- Matching
- Company Class: allows the user to allow/disallow the application of courier groups based on the company class of the customer linked to the Sales Order.
- Sales Source: allows the user to allow/disallow the application of courier groups based on the Sales Source linked to the Sales Order.
- Brand: allows the user to allow/disallow the application of courier groups based on the Brand linked to the Sales Order.
- Inv. Priority: allows the user to allow/disallow the application of courier groups based on the Invoice Priority linked to the Sales Order.
- Country: allows the user to allow/disallow the application of courier groups based on the Country of the delivery address on the Sales Order.
- Zone: a manually entered choice which must match those defined in Zone. The system will compare the zone here to the System Data setting against the Country of the delivery address on the Sales Order.
- Action:
- Priority: in a range of 0 to 999999 with 0 being the highest priority and 999999 the lowest. The highest priority is always applied.
- Allow: when this option is ticked, the courier group is allowed to be selected for Sales Orders which match the selected criteria.
- Disallow: when this option is ticked, the courier group is not allowed to be selected for Sales Orders which match the selected criteria.
Note: Allow and Disallow cannot both be selected for any one line. If neither is ticked then the line restrictions will not be applied.
Courier Group Restrictions Context Menu
- Apply Value Range: allows the user to specify a value that is to be applied to all of the currently selected rows/items for the current column.
- Clear Selection: deselects the currently selected line(s).
Notes:
- If a user attempts to select a Courier Group that is disallowed based on the criteria applied against the Sales Order, then they will be prompted that it is an incorrect selection and their choice of courier group reset.
- If a courier group has already been selected and one of the criteria on the Sales Order is subsequently changed so that the selected courier group is no longer valid, the the user will be prompted that the courier group has been reset.