Calls - Implementation
Prerequisite
Activity codes
The following activity codes (sorted by type) may have an impact on the way the function operates :
Dependent activity codes
These codes are never entered in folder management, because their value is calculated :
KAG (Argentinean localization), PBDPO (Payment balance declaration).
Functional
CCN :
Concessions
CFOM :
Cash forecast management
CSL :
Consolidation
DEB :
EU exchange declaration
EFAT :
Electronic invoice
ELINV :
Electronic invoice
FCT :
Factoring management
FUP :
Reminder and late payment mana
LND :
Loan management
MAXPD :
Maximum period (companies)
MUL :
Multi-company business partner management
PPT :
Prospect management
PRCSL :
Pre-consolidation
Sizing
ANA :
No. of analytical dimensions
COM :
Commission categories
REC :
Customer sales reps
SFI :
Max. no. entered inv. elts
STC :
Sales statistical groups
Localization
KBE :
Belgian localization
KFR :
French localization
KIT :
Italian localization
KPO :
Portuguese Localization
KSP :
Spanish localization
General parameters
The following general parameters may change the way the function is working :
Customer Relation
AUSCRMA (defined at level User) : Function
AUSCRMF (defined at level User) : Sales rep
CLLTYPDEF (defined at level User) : Type of call done / default
CRMDEFREP (defined at level User) : Rep. connected / default
CRMREPCLL (defined at level User) : Rep. connected priority call
CRMREPSIT (defined at level User) : Recover site representatives
DONDEFCLL (defined at level User) : Calls done by default
Sequence numbers
The sequence numbers used to number the documents managed by this function are :
ACT : Sales Activity
The sequence number assignment function defines the sequence number which is used
Authorizations
This function is object managed. The creation, modification, and deletion operations can be activated or deactivated for a given user. Filters by roles can also be associated with this function.
As data is linked to a site, a filter per site can be activated.
Other prerequisites
Miscellaneous tables
The following miscellaneous tables are used by the function. They must be populated if necessary :
Miscellaneous table number 405 : Priority level
Miscellaneous table number 432 : Call categories
Miscellaneous table number 436 : Call satisfaction
Local menus
The following parameterizable local menus are used by the function. Their content must be updated if necessary :
Local menu number 2993 : Call origin
Tables used
The following tables are implemented by the function :
| Table |
Table description |
|---|---|
|
AUTILIS [AUS] |
|
|
BPARTNER [BPR] |
|
|
BPCUSTOMER [BPC] |
|
|
CALLATTEMP [CTT] |
Call attempt |
|
CMARKETING [CMG] |
|
|
CONTACT [CNT] |
Contacts |
|
CONTACTCRM [AIN] |
|
|
CORRESPOND [COR] |
|
|
DEFVAL [DVA] |
Complex default values |
|
HD4CLOB [HD4] |
Commerl reports text files |
|
HD5CLOB [HD5] |
Marketing text files |
|
MAILING [OMM] |
|
|
MEDIA [OMN] |
|
|
PHONECALL [CLL] |
Call |
|
PHONING [OMP] |
|
|
SALESREP [REP] |
|
|
SCPASW [SCA] |
Call script responses |
|
SCPQST [SCQ] |
|
|
SCPQSTCND [SQC] |
Routing conditions |
|
SCRIPT [SCP] |
|
|
TABCOUNTRY [TCY] |
|
|
TRADESHOW [OMT] |