Table of Contents

Contact Information

Having the correct contact information on consignment is crucial when notifying recipients about upcoming deliveries etc. With "contact information" we here mean e-mail, mobile phone number and phone number.

When a customer number, ship-to code or ship-to contact is entered on a sales order the following three fields on the sales order are calculated:

  • Ship-to Email
  • Ship-to Phone No.
  • Ship-to Mobile Phone No.

You can find these fields on the FastTab "Shipping and Billing".

When a consignment is created for a sales order, address information used from the ship-to information on sales order will recognize the fields on the sales order and use what's there to respect any manual changes on the sales order.

Data source prioritization

This is the order in which contact information is prioritized (using customer as example, but the same logic applies to other source when possible):

  1. Contact*
  2. Ship-to Address
  3. Customer Report Selection for customer with type Sales Shipment **
  4. Customer

Collection of data starts at the lowest priority (4) and moves upwards. In each step any of the three fields will get a new value if a calculation of the content results in a non-blank value. This means that a blank value does not override a non-blank value calculated in a previous step.

*When searching for a contact person, the contact name is used to search among the contacts of the sell-to customer on the source document since there is no Ship-to Contact No. on the customer card or sales document.

**If customer report selection shall be a part of the logic to calculate ship-to e-mail can be controlled in the delivery setup.

Workflow

  1. Set an e-mail address on a customer.
  2. Set a different e-mail address on the customs primary contact.
  3. Create a sales order for the customer above.
  4. Verify that the ship-to contact on the sales order is the name of the primary contact.
  5. Verify that the ship-to e-mail is the e-mail address of the contact.
  6. Remove the e-mail address on the contact.
  7. Create another sales order for the customer.
  8. Verify that the ship-to e-mail is the e-mail address of the customer.
  9. Change the ship-to email.
  10. Create a consignment and verify that the e-mail address on the consignment address with type = Delivery is the same as on the sales order.

Video

Consignment