Linha Microsiga Protheus - Inglês

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  • Card Orders with Credit Blocking

01. OVERVIEW

Note:

This feature is only available from release 12.1.33 onwards.

The Card of Orders with Credit Blocking displays the Totals of Orders with Credit Blocking.

The Card displays data from the table Sales Order Release (SC9) that have credit blocking. Only Orders with entered Issue Dates are taken into account.


Information Displayed on the Card:


Total of Orders: shows the total of Orders of the system that have some credit blocking.

Total of Items: shows the total quantity of items that have some credit blocking (sum of field C9_QTDLIB).

Total Value: shows the sum of the Total Value (field C9_QTDLIB * field C9_PRCVEN) of items that have some credit blocking. 

Total of Trade Notes: shows the sum of the Total Value of items with some credit blocking that have TIOs that generate trade notes (F4_DUPLIC).


02. EXAMPLE OF USE

Practical example of the process using Protheus

To Add a new Card of Orders with Credit Blocking:

1) Click the menu Manage Cards.

2) Click Add.

3) Fill out the fields as explained below:

a) Card Type: In the combo, select the Card Orders w/ Credit Blocking.

b) Status: Enabled.

c) Title: Enter a title for the Card.

d) Display Filters:  Yes

e) First Information: Total of Orders.

f) Second Information: Total of Items:

g) Third Information: Total Value.

h) Fourth Information: Total of Trade Notes:

i) Filter: You can filter Card data, such as, for example: Branch, Product, Location, Document or by Date.

j) Card Help. You can use this feature to enter a help description for the Card, to be displayed when you click the Card Title.

4) Click Save to finish the operation:


To Edit the Card:

1) Click the menu Manage Cards.

2) Find the card Orders w/ Credit Blocking and click Edit  ();

3) Edit any data you need.

4) Click Save to finish the operation:


To Delete the Card:

1) Click the menu Manage Cards.

2) Find the card Orders w/ Credit Blocking and click Delete  ();

3) Click Confirm to finish the operation:

The register of the Card Orders w/ Credit Blocking allows adding the following filters:

Issue Date, Product, Product Group, Customer, Store, Name, Transaction Nature, Payment Terms and Delivery.


1) Click the menu Manage Cards.

2) Select the card Orders w/ Credit Blocking and click Edit ();

3) Click Filter.

4) In Field, select Issue Date.

5) Select the Operator desired.

6) In Value, enter the date desired.

7) Click Ok.

8) Make sure the field Filter of the form is filled out with the filter entered.

9) Click Save to finish the operation:




1) Click the menu Manage Views.

2) Select the View you want and click Edit  ();

3) In field Cards, select the Card Orders w/ Credit Blocking.

4) Click Save to finish the operation:

03. OTHER INFORMATION

04. RELATED TOPICS