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Data used for generating the sales order, among other controls, are registered in this tab. Such data is suggested when entering the sales order, ensuring that it is properly filled out. Additionally, it contains data to perform client credit analysis for sales order clearance.
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In this field, the default term code of the client is defined, to be used for generating bills receivable in the Financials module.
In the Invoicing module, this information is suggested when filling out the sales order. However, it may be edited according to negotiations with the client.
In the Transportation Management module, the payment condition is used in the Manual Invoice and Automatic Invoice routines.
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The Priority field is used by the Field Service in the automatic allocation of technicians for service orders, as long as the configuration for the allocation rule considers the priority.
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Suppose that only Priority is defined as the allocation rule, client A is registered with Priority set to 2 and client B with Priority set to 1. When allocating a technician for attending the service orders, the preference is for the client with higher priority, i.e., client B.
- Credit limit
- Industry 1 to 8
The Business Industry 1 to 8 fields determine the company's industry and are used for Active Marketing filters, enabling later evaluation of the results through reports from the Call Center module.
- Price List
In the Price List field, one can define the code of the price list negotiated with the client. This data is suggested when entering the sales order, which ensures its proper fill-out.
Price lists must be previously created in the Price List Pricelist register, available in the Sales Scenario option.
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Thus, in the Outbound Document Generation routine, the system may generate the orders sorted by region or only those of the indicated region (in this example NORTH).
The MV_AGREG parameter indicates the information to be considered for sorting the orders. Standard content is the own field Agre. Rel, but a formula can be indicated in syntax AdvPl or execblock. If needed, it is possible to customize the method of sorting orders using an entry point. |
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Default messages must be previously created in the Formulas register, available in the Registers option.
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