Limiting searches by company type

By default, when a user searches for a customer (consignee), shipper, supplier, or Account Of company, the search returns all companies, the user’s associate companies, or the user’s profile companies, depending on which radio button is selected in the Event Location Selection Method section.

If you want, you can limit the companies returned in a search to those that are flagged as the type of company being searched. For example, you can have a company search initiated from the Customer field return only companies that are identified as consignees in their profiles.

This restriction is applied in addition to the restriction you put in place using the Event Location Selection Method options. For example, if you have limited company selection to only the user’s profile companies and you also limit company searches by type, a user’s search for customers would return only those of its profile companies that are identified as consignees in their profiles.

To limit searches by company type, 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.

      Notes:

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

      2. If the setting has already been changed for at least one role, its text label is bold and italic.

    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 Use Stop Type for Location Searches check box.

  6. Click Save.
    A message appears at the top of the page, stating your settings were saved successfully.
    If you are making changes for a specific role and this is the first time the setting has been changed for any role, the text label style changes to bold and italic.

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