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Info

The ability to create Company orders in Aptify is added in Version 5.5.3.

 


The following considerations apply to all of the use cases in this topic:

  • An order record cannot be saved without a user providing either a BillTo Person, or a BillTo Company, or both.
  • An order record cannot be saved without a user providing either a ShipTo Person, or a ShipTo Company, or both.
  • For a new order, the default Order Party Label is blank. The Order Party Label changes based on whether the BillTo Company field is blank or not. If both BillTo Company and BillTo Person fields are blank, the Order Party Label should be blank. If the BillTo Company field is blank, but the BillTo Person field is not blank, the Order Party Label is set to Individual. If the BillToCompany field is not blank, the Order Party Label is set to Company.
  • If the Bypass Company Flow Down option is cleared, the order uses the company order flow downs. Otherwise, the company order uses the individual order flow downs.

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Note
titleImportant Note

The individual order flow downs for when the Bypass Company Flow Down option is selected are similar to the company order flows presented in this topic. The use cases are the same, with these two exceptions:

  • Entering the ShipTo Person does not flow down to the ShipTo Company
  • Entering the BillTo Person does not flow down to the BillTo Company

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Info

All of the use cases below require that the Bypass Company Flow Down option is cleared.

 

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Auihorizontalnav
iduseCases
titleCompany Order Flow Down Use Cases


Auihorizontalnavpage
iduseCase1
titleUse Case 1
  • BillIng Same As Shipping option is selected and the user enters the ShipTo Person first.
  • Flow down the ShipToCompany. Set the Persons linked Company as the ShipToCompany.
  • Flow down the Shipping Address, based on Person’s preferred shipping address settings.
  • Flow down the BillTo Person, same as ShipTo Person.
  • Flow down the BillToCompany, same as the ShipToCompany.
  • Flow down the Billing Address, based on BillTo Person’s preferred billing address.
  • If the Billing Address and Shipping Address are different, then the BillingSameAsShipping box will get unchecked, and all the case from 3 to 6 will be followed afterwards.
  • If user changes the ShipTo Person or ShipToCompany, then the Shipping address flow down will be based on this new person, or this new company. Changing ShipToPerson should not change the ShiptoCompany, but should update the BillToPerson, since BillingSameAsShipping is checked. Similarly, changing ShipToCompany should not change the ShiptoPerson, but it should update the BillToCompany, since BillingSameAsShipping is checked.
  • If user unchecks the BillingSameAsShipping, then the changing either of the four fields should not change any of the other three fields. Shipping Address should be updated based on the latest changed ShipTo Person or ShipToCompany. Billing Address should be updated based on the latest changed BillTo Person or BillTOCompany.


Auihorizontalnavpage
iduseCase2
titleUse Case 2
  • BillIng Same As Shipping option is selected and the user enters the ShipTo Company first.
  • Flow down the ShipTo Person. Set the Company’s Billing Contact as the ShipTo Person. If not available, then leave the ShipTo person as blank.
  • Flow down the Shipping Address, based on Company’s billing contact Person’s preferred shipping address settings. If the Company doesn’t have a Billing Contact Person, then set company’s preferred shipping address as the order’s shipping address.
  • Flow down the BillTo Person, same as ShipTo Person.
  • Flow down the BillToCompany, same as the ShipToCompany.
  • Flow down the Billing Address, based on BillTo Person’s preferred billing address.
  • If the Billing Address and Shipping Address are different, then the BillingSameAsShipping box will get unchecked, and all the case from 3 to 6 will be followed afterwards. 
  • If user changes the ShipTo Person or ShipToCompany, then the Shipping address flow down will be based on this new person, or this new company. Changing ShipToPerson should not change the ShiptoCompany, but should update the BillToPerson, since BillingSameAsShipping is checked. Similarly, changing ShipToCompany should not change the ShiptoPerson, but it should update the BillToCompany, since BillingSameAsShipping is checked.
  • If user unchecks the BillingSameAsShipping, then the changing either of the four fields should not change any of the other three fields. Shipping Address should be updated based on the latest changed ShipTo Person or ShipToCompany. Billing Address should be updated based on the latest changed BillTo Person or BillTOCompany.


Auihorizontalnavpage
iduseCase3
titleUse Case 3
  • User clears the BillingSameAsShipping option and enters the ShipTo Person first.
  • Flow down the ShipToCompany. Set the Persons linked Company as the ShipToCompany
  • Flow down the Shipping Address, based on Person’s preferred shipping address settings.

  • User enters the BillTo Person or BillTo Company:

    useCase3flowshorizontal


    useCase3aUser enters BillTo Person (BillTo Company not entered)
    1. User enters the Bill To Person (has not yet entered the BillTo Company)
    2. Flow down the BillTo Company. Set the Persons linked Company as the BillTo Company.
    3. Flow down the Billing Address, based on Person’s preferred Billing address settings.
    4. If user changes the ShipTo Person or ShipTo Company, then the Shipping address flow down will be based on this new person, or this new company. Do not change the BillTo Person or BillTo Company, or the Billing Address. Also changing ShipTo Person should not change the Shipto Company. Similarly, changing ShipTo Company should not change the Shipto Person.
    5. If user changes the BillTo Person or BillTo Company, then the billing address flow down will be based on this new person, or this new company. Do not change the ShipTo Person or ShipTo Company, or the Shipping Address. Also changing BillTo Person should not change the Billto Company. Similarly, changing BillTo Company should not change the Billto Person.


    useCase3bUser enters the BillTo Company (BillTo Person not entered)
    1. User enters the BillTo Company (has not yet entered the BillTo Person)
    2. Flow down the BillTo Person. Set the Company’s billing contact as the BillTo Person, if available or leave the BillTo Person field as blank, and use the company’s preferred billing address.
    3. Flow down the Billing Address, based on billing contact Person’s preferred billing address settings, if the billing contact person is available. If billing contact person is not available, then use the Company’s preferred billing address.
    4. If user changes the ShipTo Person or ShipTo Company, then the shipping address flow down will be based on this new person, or this new company. Do not change the BillTo Person or BillTo Company, or the Billing Address. Also changing ShipTo Person should not change the Shipto Company. Similarly, changing ShipTo Company should not change the Shipto Person.
    5. If user changes the BillTo Person or BillTo Company, then the billing address flow down will be based on this new person, or this new company. Do not change the ShipTo Person or ShipTo Company, or the Shipping Address. Also changing BillTo Person should not change the Billto Company. Similarly, changing BillTo Company should not change the Billto Person.




Auihorizontalnavpage
iduseCase4
titleUse Case 4
  • User clears the Billing Same AsShipping option and then enters the ShipTo Company first.
  • Flow down the ShipTo Person. Set the Company’s Billing Contact as the ShipTo Person. If no billing contact person is available then leave the ShipTo Person field as blank.
  • Flow down the Shipping Address, based on Company’s Billing Contact Person’s preferred shipping address settings. If Billing Contact is not available then use Company’s preferred Shipping Address.

  • User enters the BillTo Person or BillTo Company:

    useCase4flowshorizontal


    useCase4aUser enters BillTo Person (BillTo Company not entered)
    1. User enters the BillTo Person (has not yet entered the BillTo Company)
    2. Flow down the BillToC ompany. Set the Persons linked Company as the BillTo Company.
    3. Flow down the Billing Address, based on Person’s preferred billing address settings.
    4. If user changes the ShipTo Person or ShipTo Company, the Shipping address flow down will be based on this new person, or this new company. Do not change the BillTo Person or BillToC ompany, or the Billing Address. Also changing ShipTo Person should not change the Shipto Company. Similarly, changing ShipTo Company should not change the Shipto Person.
    5. If user changes the BillTo Person or BillToC ompany, the Billing address flow down will be based on this new person, or this new company. Do not change the ShipTo Person or ShipTo Company, or the Shipping Address. Also changing BillTo Person should not change the Billto Company. Similarly, changing BillTo Company should not change the Billto Person.


    useCase4bUser enters the BillTo Company (BillTo Person not entered)
    1. User enters the BillToCompany (has not yet entered the BillTo Person)
    2. Flow down the BillTo Person. Set the Company’s billing contact as the BillTo Person, if available or leave the BillTo Person field as blank, and use the company’s preferred billing address.
    3. Flow down the Billing Address, based on billing contact Person’s preferred Billing address settings, if the billing contact person is available. If billing contact person is not available, then use the Company’s preferred billing address.
    4. If user changes the ShipTo Person or ShipTo Company, then the Shipping address flow down will be based on this new person, or this new company. Do not change the BillTo Person or BillTo Company, or the Billing Address. Also changing ShipToPerson should not change the Shipto Company. Similarly, changing ShipTo Company should not change the ShipTo Person.
    5. If user changes the BillTo Person or BillTo Company, then the Billing address flow down will be based on this new person, or this new company. Do not change the ShipTo Person or ShipTo Company, or the Shipping Address. Also changing BillTo Person should not change the BillTo Company. Similarly, changing BillTo Company should not change the Billto Person.




Auihorizontalnavpage
iduseCase5
titleUse Case 5
  • User clears the Billing Same As Shipping option and then enters the BillTo Person first.
  • Flow down the BillTo Company. Set the Person’s linked Company as the BillTo Company.
  • Flow down the Billing Address, based on Person’s preferred billing address settings.

  • User enters the ShipTo Person or ShipTo Company:

    useCase5flowshorizontal


    useCase5aUser enters ShipTo Person (ShipTo Company not entered)
    1. User enters the ShipTo Person (has not yet entered the ShipTo Company).
    2. Flow down the ShipTo Company. Set the Persons linked Company as the ShipTo Company.
    3. Flow down the Shipping Address, based on Person’s preferred Shipping address settings.
    4. If user changes the ShipTo Person or ShipTo Company, then the Shipping address flow down will be based on this new person, or this new company. Do not change the BillTo Person or BillTo Company, or the Billing Address. Also changing ShipTo Person should not change the ShipTo Company. Similarly, changing ShipTo Company should not change the ShipTo Person.
    5. If user changes the BillTo Person or BillTo Company, then the Billing address flow down will be based on this new person, or this new company. Do not change the ShipTo Person or ShipTo Company, or the Shipping Address. Also changing BillTo Person should not change the BillTo Company. Similarly, changing BillTo Company should not change the BillTo Person.


    useCase5bUser enters the ShipTo Company (ShipTo Person not entered)
    1. User enters the ShipTo Company (has not yet entered the ShipTo Person)
    2. Flow down the ShipTo Person. Set the Company’s billing contact as the ShipTo Person, if available or leave the ShipTo Person field as blank, and use the company’s preferred shipping address.
    3. Flow down the Shipping Address, based on billing contact Person’s preferred Shipping address settings, if the billing contact person is available. If billing contact person is not available, use the Company’s preferred Shipping address.
    4. If user changes the ShipTo Person or ShipTo Company, the Shipping address flow down will be based on this new person, or this new company. Do not change the BillTo Person or BillTo Company, or the Billing Address. Also changing ShipTo Person should not change the ShipTo Company. Similarly, changing ShipTo Company should not change the ShipTo Person.
    5. If user changes the BillTo Person or BillTo Company, the Billing address flow down will be based on this new person, or this new company. Do not change the ShipTo Person or ShipTo Company, or the Shipping Address. Also changing BillTo Person should not change the BillTo Company. Similarly, changing BillTo Company should not change the BillTo Person.




Auihorizontalnavpage
iduseCase6
titleUse Case 6
  • User clears the Billing Same As Shipping option and enters the BillTo Company first.
  • Flow down the BillTo Person. Set the Company’s Billing Contact as the BillTo Person. If no billing contact person is available then leave the BillTo Person field as blank.
  • Flow down the Billing Address, based on Company’s Billing Contact Person’s preferred billing address settings. If Billing Contact is not available then use Company’s preferred Billing Address.

  • User enters the ShipTo Person or ShipTo Company:

    useCase6flowshorizontal


    useCase6aUser enters ShipTo Person (ShipTo Company not entered)
    1. User enters the ShipTo Person (has not yet entered the ShipTo Company).
    2. Flow down the ShipTo Company. Set the Persons linked Company as the ShipTo Company.
    3. Flow down the Shipping Address, based on Person’s preferred Shipping address settings.
    4. If user changes the ShipTo Person or ShipTo Company, the Shipping address flow down will be based on this new person, or this new company. Do not change the BillTo Person or BillTo Company, or the Billing Address. Also changing ShipTo Person should not change the Shipto Company. Similarly, changing ShipTo Company should not change the ShipTo Person.
    5. If user changes the BillTo Person or BillTo Company, the billing address flow down will be based on this new person, or this new company. Do not change the ShipTo Person or ShipTo Company, or the Shipping Address. Also changing BillTo Person should not change the BillTo Company. Similarly, changing BillTo Company should not change the BillTo Person.


    useCase6bUser enters the ShipTo Company (ShipTo Person not entered)
    1. User enters the ShipTo Company (has not yet entered the ShipTo Person).
    2. Flow down the ShipTo Person. Set the Company’s billing contact as the ShipTo Person, if available or leave the ShipTo Person field as blank, and use the company’s preferred shipping address.
    3. Flow down the Shipping Address, based on billing contact Person’s preferred Shipping address settings, if the billing contact person is available. If billing contact person is not available, then use the Company’s preferred shipping address.
    4. If user changes the ShipTo Person or ShipTo Company, the Shipping address flow down will be based on this new person, or this new company. Do not change the BillTo Person or BillTo Company, or the Billing Address. Also changing ShipTo Person should not change the Shipto Company. Similarly, changing ShipTo Company should not change the ShipTo Person.
    5. If user changes the BillTo Person or BillTo Company, the billing address flow down will be based on this new person, or this new company. Do not change the ShipTo Person or ShipTo Company, or the Shipping Address. Also changing BillTo Person should not change the BillTo Company. Similarly, changing BillTo Company should not change the BillTo Person.

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