When entering sales orders, you can select the desired customer for the sales order according to the zip code assigned to the customer. Customers can be set up for a single zip code or for a zip code range. An example of a use for this feature might be if your customers are your dealers.
The following setup needs to be completed.
Set up the customer / zip code cross reference. This is where the sales order entry programs will look for the customer number for the entered zip code. Enter the customer number, zip code range, city, state, sales representative, and commission code. Customers can be assigned to multiple zip codes and to zip code ranges.
When
you enter these programs, instead of entering the customer in the Cust
No field, enter your initials and press the [Zip Code] 
button
next to the [Address] or [Addresses] button. The
zip code screen pops up to allow you to enter the desired zip code.
You
can exit this screen without entering a zip code by clicking on the main
sales order screen.
Once you have entered the zip code, press the [Look Up] button. The program will refer to the entries in program CZMM, Customer / Zip Code Master Maintenance, to retrieve the appropriate customer. The ship to address is cleared for entry by the user.
The sales order entry programs choose the customer in the following fashion:
If a customer has been assigned only the zip code that has been entered in the sales order entry program, that customer is selected for the sales order.
If multiple customers have been assigned only the zip code that has been entered on the sales order, the first customer numerically will be selected for the sales order.
If no customer has been assigned only the zip code entered in the sales order entry program, the program will look at the zip code ranges that include the zip code. The program will select the customer with the smallest range that includes the zip code.
For example, suppose there are three customers entered that include a zip code range and the zip code entered is 34653.
C-1: 34650 through 34660
C-2: 34650 through 34658
C-3: 34650 through 34655
The program will select customer C-3 because the range assigned is the smallest range that includes the zip code.
Additional information that can be set up for customers and zip codes include sales representatives with commission codes, and the city and state.
The city and state are entered automatically from program SPZM, Zip Code Maintenance, when the zip code range is entered in program CZMM, Customer / Zip Code Master Maintenance. When the customer is selected from program CZMM, Customer / Zip Code Master Maintenance, and entered on the sales order, the city and state are copied to the ship to address in the Addresses block with the zip code.
Sales representatives and commission codes are entered for each cross reference in program CZMM, Customer / Zip Code Master Maintenance. The sales representatives and commission codes assigned to the cross reference take precedence over those entered for the customer in program CMMM, Customer Master Maintenance.
When the customer is selected from program CZMM, Customer / Zip Code Master Maintenance, the sales representative is first selected from the sales representative assigned to the cross reference in program CZMM, Customer / Zip Code Master Maintenance.
If there is no sales representative assigned in program CZMM, Customer / Zip Code Master Maintenance, the sales representative assigned to the customer in program CMMM, Customer Master Maintenance, is used.
If the sales representative is selected from program CZMM, Customer / Zip Code Master Maintenance, and there is a commission code assigned to the cross reference in program CZMM, Customer / Zip Code Master Maintenance, that commission code is used.
If there is no commission code assigned to the cross reference in program CZMM, Customer / Zip Code Master Maintenance, the DEFLT commission code is used on the sales order. This allows the commission to be calculated according to the commission levels assigned to the sales representative in program SMMM, Sales Representative Master Maintenance.