Specify the company

The Current Order screen on the Customer Service tab is where you select a company.

Note: To override the default company, you must have the proper security privileges. The Company Override job function needs to be assigned to one of your roles. Roles are assigned to users in the User Maintenance on the Security Maintenance screen of the Vision Configuration tab. For more information, refer to About roles and job functions.

To specify the company

  1. On the Customer Service tab, click the Current Order button. The Current Order screen appears.

  2. If the Company drop-down list is not visible, click the Order Details button.

  3. Select the appropriate company from the Company drop-down list. The company number and name are included in the Active Data Bar.

Related Topics

Specify the warehouse