Customer · Selling Context
The same account seen from one of your own business units — different terms, different price list, different salesperson, and all of them right.
Where to find it
- Module: CRM
- Group: More
- Section: Reachable by link
- Screen: Customer · Selling Context
Address in the console: /crm/customer-orgs
List · 9 columns · 15 fields on its form · 2 of them required
This screen carries no tile on the module page. It is reached from the record it belongs to, from a saved view, or by its address.
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Account | Code | account_no |
| Name | Text | account_name |
| Business unit | Code | org_unit_code |
| Currency | Text | currency |
| Price list | Code | price_list_code |
| Territory | Text | territory |
| Status | Status | status |
| In force from | Date | effective_from |
| Until | Date | effective_to |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Account required | Choice | Looked up from existing records | |
| Business unit required | Choice | Looked up from existing records | |
| Local account number | Text | ||
| Our number in their system | Text | ||
| Currency | Text | ||
| Price list | Choice | Looked up from existing records | |
| Salesperson | Choice | Looked up from existing records | |
| Territory | Text | ||
| Channel | Text | ||
| Allow partial shipment | Yes or no | ||
| Allow back-order | Yes or no | ||
| Credit check required | Yes or no | ||
| Status | Choice | active, on_hold, credit_hold, closed | |
| In force from | Date | The date this version of the row takes effect. Leave it as today unless you are dating a change ahead. | |
| Until | Date | Leave empty for open-ended. Setting it ends this version rather than deleting it. |
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.