Customer Self Service features functionality whereby an Order Reference can be made mandatory based on the Customer/Account.
This information only applies to a B2B environment; a customer reference is never mandatory in a B2C scenario.
Step-by-step guide
To update the 'Mandatory Order Reference' flag for a Customer:
- Login as an Administrator.
- Navigate to 'Accounts' --> 'Customer Maintenance'.
- Search for the required Account Code.
- Select the customer record via radio button.
- Click the 'Customer Details' tab.
- Click 'Modify'.
- Set the value of the 'Is Order Reference Mandatory' flag as required.
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