As of 7.6.0, if you the MULTIPLE_CONCURRENT_EMPLOYERS application parameter is set to "Y", staff can change the employer associated with an order from the Order Entry screen. From the Step 2: Shipping Information tab of the Order Entry screen, staff can select the employer from existing, current employment relationships for the ship-to customer. If the ship-to customer does not have more than one current employment relationship, the Change/View Employer link will still be available, but only one employer record will be displayed in the grid, so you will not be able to change the employer. Please note that you cannot add a new employment relationship from the Order Entry screen. For more information, please see Adding a New Relationship to a Constituent's Record in CRM360®.
Additionally, from the Checkout and Pay Now controls on the web, web users can also select which employer to associate with an order.
This is used when engagement scores for companies includes employee points rolled up to the employer company. In order for the employer on an order to be included in the engagement scoring calculation, the following application parameters must be set to "Y":
· CALCULATE_CRM360_ENGAGEMENT_SCORE_POINTS
· CRM360_ROLLUP_EMPLOYEES_TO_EMPLOYER
· MULTIPLE_CONCURRENT_EMPLOYERS
To change/view the employer on an order:
1. Access the Order Entry screen and open the desired order.
2. Click the Step 2: Shipping Information tab, as shown below.
3. Click the Change/View Employer link, as highlighted above.
The Employer Chooser window displays, as shown below. Please note that only employment relationships with an end date before today will display.
4. Select the employer for which you want to allocate engagement scoring points for the selected order and click Select Employer and Close.
5. To view a detailed breakdown of a constituent's engagement score, including the employee breakdown, please see Viewing the Detailed Breakdown of a Constituent's Engagement Score.
When the order is saved, the selected employer is added to the EMPLOYER_MASTER_CUSTOMER_ID and EMPLOYER_SUB_CUSTOMER_ID columns in the Order_Master table. When Order_Master.SHIP_MASTER_CUSTOMER_ID is changed, Order_Master.EMPLOYER_MASTER_CUSTOMER_ID and Order_Master.EMPLOYER_SUB_CUSTOMER_ID will be set to the customer ID of the current primary employer.
For a video demonstration, please see Video Demo: Changing the Employer on an Order.