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
For more information, please see Changing the Employer on an Order.