Location Extension set up for Experlogix Prep Branch and Ship From Branch
Every Site or Location has an associated Location Extension in CRM
This is where we can identify
1. Sales Branch - ticking Sales Branch Box will allow the location to be available as an option in the sales branch field on the quote and order and in Experlogix
2. Prep Branch - ticking Prep Branch Box will allow the location to be available as an option in the Prep Branch fields on quote and order and in Experlogix
3. OT Branch - identifies OT is an available service at this branch.
4. Lift Depot Branch - this box is used as a way to identify which sales branches should be grouped together. For example Hansler, Ross and Capital
See notes below
Experlogix Prep Branch and Ship From Branch
Static Filters
- Pulls from CRM Data (using Run Time list RTL_PrepBranch and RTL_ShipFromBranch)
- Pulls all site/location data with an active corresponding location extension that has the prep branch set.
Dynamic Filters
-
Uses a branch condition filter set in GenInfo
- BranchConditionFilter - identifies the attribute to filter (statecode, lm_businessunit, or lm_liftdepotbranch)
- BranchConditionFilter2 - identifies the filter clause
-
Summary is as follows:
- If LiftDepot Branch** is true add clause for lm_liftdepotbranch = 1 (select only location extensions that have Lift Depot Branch set in CRM)
- If it is a Lonestar quote, add clause for statecode = 0. This is a dummy code created to produce the logic for the leavitt crm only and not affect the Lonestar
- If it is a superior quote, add clause for lm_businessunit = 'a9365a6-1159-ec11-8f8e-0022486dc106'. This filters all superior quotes based on the business unit being set as superior
** see below for isLIftDepot explanation
You can also inspect the config to view the filter attribute and value: