The purpose of this topic is to provide a description of the logical flow downs within a Company order as information is entered for the order. This is presented as a series of use cases listed below.
 

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.

Use Cases

The following tables define the use cases for company order flow downs in Aptify.