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Buying groups are really just a special (maybe not even special?) case of bill-to/ordered-by for orders. In the case of a buying group, the order can will be entered to the same customer as usual, with or without a different ship-to address, but with another field indicated they are to be billed to a different customer. Keeping the ordered-by customer the same keeps all production reports and OE screens as-is; adding the bill-to customer field adds just one optional entry to the OE screenon the customer master affects the job when it is completed.
At time of completion, when creating the AR-TRX record, the sale is posted to the bill-to account (from the customer master), and the ordered-by account is put into a new field on the AR-TRX file. Statements are normally then created for the bill-to accounts, but we could have a "special" statement (or maybe an option on the statement printing screen to print statements for ordered-by accounts) which would print the statement detail using the ordered-by account as the key instead of the bill-to. (Maybe it would be clearer to even call this document by a different name? To be discussed)When printing a statement for a buying group account, we should sort the AR-TRX records by ordered-by account when printing. We should also have the ability to print a statement based on "ordered-by" account, so that the members of a buying group can see what they ordered (question - should this be a statement or a different report?). .
- Add new field for bill-to customer to OE screen and order file (QUESTION - do we need this, or maybe just as a display? does it need to be an enabled entry field?). This new field should be populated when the order is completed.
- Shouldn't be any changes to any reports needed
- Change AR-TRX file to add ordered-by customer and make that a key (maybe more than one key?)new keys - duplicates of existing keys with acct number, with the ordered-by account instead, plus new key for bill-to/ordered-by/date which we will use when printing statements.
- Change completion posting program to create AR-TRX records with the bill-to number
- Change AR-TRX maintenance program to allow lookup/search by ordered-by account
- Change statement to add option to print by ordered-by account (checkbox on screen).
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