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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. 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 order file. 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 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(RXSHIPORD) - ORD-ACCOUNT-NUM gets moved to the new ordered-by account in ARTRX. If the bill-to is set on the customer record, that bill-to becomes the bill-to on the ARTRX record, otherwise the ARTRX bill-to is the same account as the ordered-by account.
- Change AR-TRX maintenance program to allow lookup/search by ordered-by account
- Change RXRSTMT2 program to use the new bill-to/ordered-by/date key when printing the statement items, and output the ordered-by as part of the detail line.
- Change statement to add option to print by ordered-by account (checkbox on screen).
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