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  • Manag./Fin. Tab (MATA030 - SIGAFIN)

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Manag./Fin. Tab (MATA030 - SIGAFAT)
Manag./Fin. Tab (MATA030 - SIGAFAT)

This tab contains the client's administrative and financial data.

Some fields are automatically filled out by the system according to the bill write-off transactions in the Financials module, after generating the outbound document in the Invoicing*** module for calculating commissions and updating financial data. The Invoicing module uses this data for evaluating clearance of sales orders, aiming at analyzing the client's credit.

Main Fields and Controls

  • Class
  • Sales Representative

The Sales Representative field defines the code of the sales representative responsible for the client. This information is critical for generating the representative's commission record. When this field is filled out, upon including a sales order, the system automatically matches the representative and the client

The sales representative code may also be indicated when adding Sales Orders.

  • Commission

The commission field determines the percentage for calculating the sales representative's commission, associating the commission with the client.

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The commission percentage may be entered in the registers of sales representatives, products and clients.

  • Ledger Account

Filling out the Ledger Account field is important for defining the client account to use in the accounting entries (standardization), in view of the integration of the company's environments with the Management Accounting module.

This information ensures the proper filling out of the ledger account in entries associated with the customer and must be previously registered in the Chart of Accounts routine.

  • Bank

In the Bank 1, Bank 2, Bank 3, Bank 4 and Bank 5 fields, the collector agent code must be indicated as an option for automatically distributing client bills when preparing a collection bordereau. The sorting of suggestions depends on the filling out of these fields.

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