Classes of Trade (SAC_SU09)

Additional Information
Inventory Transfer

The Classes of Trade (ibis_sac) view allows you to define the classes of trade that are assigned to customers or prospects in Customers (ibis_sucu.su13) view. You can also assign class of trade codes to leads in the Lead Master (ibis_crmlead) views.

The class of trade (COT) codes categorize customers into various industry/market types, for example wholesale, manufacturing, major department store chains, and independent retail. This enables customers to be reviewed and reports to be printed in COT/customer sequence.

Note: Special processing is triggered when the following COT codes are used:

  • CSH - assigned to the cash sale account used when processing transactions via Retail Cash Counter Invoice Entry (ibis_rs41).
  • STO - assigned to the customer record (ibis_sucu.su13) defined for each location (store or warehouse) and is used to facilitate stock transfers via the Direct Inventory Transfer method in Order and Quote Entry (ibis_oe30).
  • WHS - assigned to the customer record (ibis_sucu.su13) defined for each location (store or warehouse) and is used to facilitate stock transfers via the In-Transit Inventory Transfer method in OE30.

Note: The ability to create and update information in the Class of Trade (ibis_sac) view is controlled by the permissions (create, read, update and delete) assigned to the resource within the role. This help topic assumes that you have the appropriate permissions to create and update records in Class of Trade. For more information, see Role Master-Permissions.

The following list defines every field available in the class of trade (sac) table in alphabetical order:

  • Class of Trade - enter the class of trade (COT) code. This code can be a maximum of 3 alpha numeric characters in length. Once the record is created, you cannot modify this field.

  • Class of Trade Name - enter the name of the COT code. The COT Name can be a maximum of 20 alpha numeric characters in length. You can edit this field as required.

    • The COT Name prints as a report sub-heading whenever an Accounts Receivable or Sales Analysis report is printed in COT sequence.

  • Company - the company field is available when you create a new class of trade record. The company defaults to the company assigned to your user id in the Session Parameters view. You can change the default company during the class of trade creation process only. Once the class of trade record is created, the company to which the record is associated displays in the General section (at the top of the view).

  • Created By - displays the name of the user who created the record you are viewing or maintaining. May not be overridden.

  • Created On - displays the date on which the record that you are creating or maintaining was created. May not be overridden. May also represent the creation date of the records you are attempting to retrieve.

  • Modification Counter - this field is not maintainable. The date and time the record was last modified.

  • Modified By - this field is not maintainable. The user or system process that last modified the record.

  • Modified On - this field is not maintainable. The date on which the record was last modified.

  • Sales Office - displays the sales office assigned to your user id in the Session Parameters view. You cannot edit this field.

For the functionality of each action (i.e. button) available on this view, refer to the About the Actions topic.