...

Multiple Item Sets can be assigned to a single Sales Program. To assign additional Item Sets, follow the steps above for each additional Item Set.

Assigning

...

Addresses/Address Sets

Depending on the Sales Program property ‘Assign Address By’ the customer addresses are assigned to the program by the address sets or individual addresses.

Assigning Address Sets

Note: Applies to programs with ‘Assign Address By’ set to Address Set.

To assign a Customer an Address Set, open the Customers Address Sets tab within the Sales Program record and click the New grid toolbar icon.The Customers tab will

display all customer addresses with a check box, allowing the user to select the address(es) This will open a single line item for data entry will the following field(s):

• Address Set: Select the Address Set to assign to the

...

Once finding an address to assign to the brokerage, select the checkbox that corresponds to the address and click the save grid toolbar icon. This will sort the selected address(es) to the top of the list to easily identify the address(es) currently assigned to the brokerage.

Assigning a customer address specific brokerage start date

Each customer address displays with a Start Date field, allowing the user to enter a unique start date, separate from the brokerage’s ‘From’ date, that is specific to that customer address.

If a Start Date is entered for a Customer Address, it must be between the From and to date of the brokerage for it to be recognized on a transaction. If no Start Date is entered for a Customer Address that is assigned to the brokerage, that Customer Address will inherit the start date of the brokerage.

...

• program. Duplicate Address Sets are not allowed to be assigned to the same sales program. This field will display a drop-down menu of all Address Sets. This field is required.
• To setup Address Sets, go to Sales Order>Address Sets and click new. Enter the Address Set name and description. By default, all new Address Sets include all customer addresses. To limit the addresses included in the address set, apply as many filters as necessary to include only the addresses meeting the filtered criteria. Filters can be placed on the following address values: Customer, Customer Name, Address ID, City, State, and Zip. Once the desired filters have been applied to the Addresses list grid, click Save. When a new customer address is added to NorthScope that fits the filtered criteria of an Address Set, that address is automatically added to the Address Set and therefore assigned to any sales program the Address Set is assigned to.

After assigning the desired Address Set, click Save.

Multiple Address Sets can be assigned to a single Sales Program. To assign additional Address Sets, follow the steps above for each additional Address Set.

Assigning Addresses

Note: Applies to programs with ‘Assign Address By’ set to Address.

To assign a Customer Address, open the Customers tab within the Sales Program record.

The Customers tab will display all customer addresses with a check box, allowing the user to select the address(es) to assign to the brokerage. Each column within the list is filterable, allowing the user to easily narrow down the addresses that display to select the appropriate address(es) to assign.

Once finding an address to assign to the brokerage, select the checkbox that corresponds to the address and click the save grid toolbar icon. This will sort the selected address(es) to the top of the list to easily identify the address(es) currently assigned to the brokerage.

Step 2: Entering a transaction with the Brokerage

...