View additional details on the FactBox

Article • 2/26/2025 • 3 min read

You can view customer or vendor details related to the selected order minimum record on the FactBox of the Order Minimums page. Additionally, you can view details of any exclusions that have been defined for, for example, location, shipment method, order type, and specific customers and vendors.

You can view the following information in the Customer Details section of the FactBox.

Field	Description
Customer No.	Specifies the associated customer number. You can select the value to view the Customer Card page.
Name	Specifies the name of the associated customer.
Phone No.	Specifies the telephone number of the associated customer.
Email	Specifies the email address of the associated customer.
Fax No.	Specifies the fax number of the associated customer.
Credit Limit (LCY)	Specifies the maximum amount you allow the associated customer to exceed the payment balance before warnings are issued.
Available Credit (LCY)	Specifies the available credit associated with the customer. You can select the value to view the Available Credit page.
Payment Terms Code	Specifies the payment terms code you require for the associated customer.
Contact	Specifies the name of the person you regularly contact when you do business with the associated customer.

You can view the following information in the Vendor Details section of the FactBox.

Field	Description
Vendor No.	Specifies the associated vendor number. You can select the value to view the Vendor Card page.
Name	Specifies the name of the associated vendor.
Phone No.	Specifies the telephone number of the associated vendor.
Email	Specifies the email address of the associated vendor.
Fax No.	Specifies the fax number of the associated vendor.
Contact	Specifies the name of the person you regularly contact when you do business with the associated vendor.

You can view the following information in the Excluded Values section of the FactBox.

Field	Description
Active Filter	Specifies whether any exclusion filters for the order minimum record exists.
No. of Customer Exclusion	Specifies the total number of customer exclusions associated with the order minimum record. You can select the value to view additional details.
No. of Vendor Exclusion	Specifies the total number of vendor exclusions associated with the order minimum record. You can select the value to view additional details.
No. of Location Exclusion	Specifies the total number of location exclusions associated with the order minimum record. You can select the value to view additional details.
No. of Shipment Method Exclusion	Specifies the total number of shipment method exclusions associated with the order minimum record. You can select the value to view additional details.
No. of Shipping Agent Exclusion	Specifies the total number of shipping exclusions associated with the order minimum record. You can select the value to view additional details.
No. of Order Type Exclusion	Specifies the total number of trade order type exclusions associated with the order minimum record. You can select the value to view additional details. This field is available only when the Aptean Trade Management extension is installed.
No. of Trade Business Group Exclusion	Specifies the total number of trade business group exclusions associated with the order minimum record. You can select the value to view additional details. This field is available only when the Aptean Trade Management extension is installed.