Restricting company selection to those with predefined relationships

You can set up the system to require that the companies used on orders be linked through predefined relationships. When the system is configured this way, users cannot specify any company on an order that is not related to the Bill To on the order. You can set up the application to enforce this same requirement.

For more information on setting up company relationships, see Managing company relationships in the Fuel Dispatch online help.

To restrict company selection to those with predefined relationships, 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. Select the Restrict by Bill To Relations 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.