Restricting which companies can be used on orders

By default, when a user enters a new order on the Fuel Order Entry page, he/she starts the order by selecting the customer (also known as the store or consignee company) that will appear on the order. The user must also identify the shipper, supplier, and Account Of companies on the order.

You can control which companies users may select as these entities.

To restrict which companies can be used on orders, follow these steps:

  1. Go to Menu > Configuration > Settings Manager.
    The Settings Manager page opens.

  2. Do one of the following:

    • If you want the setting change to apply to all roles, verify the Role field is set to [Global Settings].

    • If you want the setting change to apply to a specific role, select it in the Role field.

      Note: The default roles for fuel users are CustomerFuel and CustomerFuel Sub-User. Your company may have created other roles for fuel users.

      A message asks you to verify that you want to change the role. Click OK.

  3. On the Modules tab, in the Module Selection field, select Customer.

  4. Click these tabs: Application Settings > Fuel Order Entry.

  5. In the Event Location Selection Method section, select the radio button for the method you want to use.

    • Any Company
      The Customer, Shipper, Supplier, and Account of fields will provide a drop-down list of all active companies that are flagged as consignees, shippers, suppliers, or Account Of.

    • Associate Companies
      The Customer, Shipper, Supplier, and Account of fields will provide a drop-down list limited to companies identified as associate companies in the user’s Trimble Web Products profile.

      Note: For more information on building a user’s associate companies list, see Creating primary users - eStat settings.

    • Profile Companies
      The Customer, Shipper, Supplier, and Account of fields will provide a drop-down list limited to companies identified as profile companies in the user’s Trimble Web Products profile.

      Notes:

      1. For more information on building a user’s profile companies list, see Creating primary users - eStat settings.

      2. If the application is set up to restrict company selection based on company relationships, that restriction is enforced in addition to the option you select here.

  6. Click Save.
    A message appears at the top of the page, stating your settings were saved successfully.

    If you do not want to save, click Revert instead. The application cancels any unsaved changes and reverts to the last saved settings.