HQ users should be able to add ship-to records from the stores.

HQ users should be able to add ship-to records from the stores.

As of RMS 1.3.???, HQ users can indeed create ship-to records at the stores. I'm told that RMS doesn't handle this properly. There are problems created when stores are messing around with global customers. I suspect that MS will 'fix' this by eliminating the ability of stores to add Ship-To records.

I have a customer, ABC Fitness, who has one office, but several gyms. I repair the treadmills at their various gym locations. I have each service site set up as a Ship-To in RMS, within the ABC global customer account. So, I have several places to do the work, and one place to send the bill.

Another complication: ABC is adding service sites every week. ABC calls one of my stores, and tells us to set up a new service site. It is almost impossible to have these sites (Ship-To's) added at my RMS headquarters.

RMS should fix the problems regarding Ship-To records, without breaking my ability to add those records to global customer accounts.

Reply to
timgale
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At POS - use Ctrl-F7 to add/edit Ship To addresses.

This works with global customers in an HQ environment.

If you try to add/change a Ship To address through the customer properties form, it won't work. Go figure.

Tom

Reply to
Terrible Tom

Reply to
TIM GALE

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