Add a Customer Desk Distribution

Use the Distribution Detail Properties dialog box to add a desk to a customer account. You can add multiple desks to a customer account, based on the State (address) and account balance.  

To add a customer desk distribution

1. In the Main Menu window, from the Maintenance menu, click System Codes and Settings. The Latitude Maintenance window appears.

2. In the Navigation pane, click the Customers folder.

3. Do one of the following:

• To add a customer, in the Navigation pane, double-click the Customers folder, or right-click the Customers folder and then click New Customer.

• To modify a customer, in the Information pane, double-click the customer, or right-click the customer and then click Properties.

The Customer Properties dialog box appears.

4. Click the Desk Distribution tab.

5. In the Default Desk list box, click the default inventory desk to receive the customer’s accounts.

6. Click the New icon . The Latitude - Desk Distribution Detail Properties dialog box appears.

7. In the State list box, click a state. 

8. Type a range for account balances and then, in the Desk list box, click the desk to receive the accounts.

9. To activate the next line for further account distribution, click Off/On and repeat the previous step. You can modify the balance ranges on any active line. 

10. When finished, click OK.

11. On the Desk Distribution tab, click OK.

Related Topics

System Codes and Settings

System Codes

Customers