Zip Code/Territory
Default Maintenance Zip Code/Territory
Default MaintenanceUse this program to create and maintain territory and sales representative defaults for ranges of zip codes within a state. When a zip code is entered on a customer jobRecord that represents a particular work site for a customer. record, the territory and sales representative set up for the range of zip codes in which that zip code falls are defaulted into the job record.
If
control record CXZIPM is set to
N, the Territory
field is not mandatory in this record, but the Sales
Representative field is.
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Access this screen by entering a new or existing state code in the Zip Code/Territory Default Maintenance - Launch screen. Enter ranges of zip codes for the state, and then enter the territory and sales representative that should default into the customer job record when a zip code in that range is entered for the address of that job.
If control record
CXZIPM is set to N,
the Territory field is not mandatory
in this record, but the Sales Representative
field is.
Zip Code/Territory Default Maintenance - Launch
Zip Code/Territory Default Maintenance
|
Option |
Description |
|
4 |
Delete. Enter 4 in the Option field to delete the zip code range. |
Displays the two-character code of the state for which you are setting up zip code ranges with associated territories and sales representatives.
Enter the starting zip code for the range.
Enter the ending zip code for the range.
Enter the code for the territory that should default on a customer job record when the zip code for the job's address falls within this zip code range. If you do not know the code, press F4 to search for it.
If control
record CXZIPM is set to N, the Territory
field is not mandatory in this record, but the Sales
Representative field is.
Enter the number for the sales representative that should default on a customer job record when the zip code for the job's address falls within this zip code range. If you do not know the number, press F4 to search for it.
|
Function Key |
Description |
|
F1 |
Help. Place your cursor in a field and press F1 to access online help for that field. Place your cursor outside of any field, and press F1 to access online help at the program level. |
|
F3 |
Exit. Exit the page or program. |
|
F4 |
Search. Place your cursor in a searchable field and press F4 to access a lookup window or more advanced search screen. |
|
F12 |
Cancel/Previous. Exit the program or move back a screen. |
|
F21 (Shift + F9) |
Print. Print the list of zip code ranges and associated territories and sales representatives. |
Sales Representative Maintenance
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