Reachable by link
These screens carry no tile on the module page. They are reached from the record they belong to, from a saved view, or by their address — and they behave like any other list once open.
12 steps · 10 questions · 9 screens on this shelf
The screens on this shelf
- Customer Sites One customer, several places. Purposes are independent flags because one site is very often both ship-to and b
- Customer · Selling Context The same account seen from one of your own business units — different terms, different price list, different s
- Customer · Financial Terms, payment method, how invoices are grouped and what happens when they do not pay — at account level, or o
- Customer · Credit Profile The limit, what it is made of, what happens when it is reached, and what security is held against it. Reviewed
- Customer · Relationships Who acts for whom. A parent that pays a subsidiary, a buying group, a guarantor — and whether the exposure rol
- Jurisdiction Zones Where a jurisdiction applies, by address. The United States problem in one table: special districts do not fol
- Tax Run Steps Every step of every run, with who ran it, what it found and who approved it. The wizard is the way to work the
- Interaction Events The transfers, the holds and the conference joins — what a supervisor reads when a customer says they were pas
- Recipients One row per person per broadcast, with what became of it — and why it was not sent where it was not. "No conse
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