Sales Reps - 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
MAXPD :
Maximum period (companies)
MUL :
Multi-company business partner management
PRCSL :
Pre-consolidation
Sizing
ANA :
No. of analytical dimensions
BPA :
Number of BP addresses
COM :
Commission categories
Localization
KFR :
French localization
KIT :
Italian localization
KSP :
Spanish localization
General parameters
The following general parameters may change the way the function is working :
Accounting
EVCCOMPANY (defined at level Folder) : EU VAT ID source company
EVCCONFIRM (defined at level Folder) : EU VAT ID confirmation letter
EVCSERVICE (defined at level Folder) : Webservice for EU VAT ID check
Customer Relation
AUSCRMA (defined at level User) : Function
AUSCRMC (defined at level User) : Mission start
AUSCRMF (defined at level User) : Sales rep
AUSCRMH (defined at level User) : Weekly structure
Sales
LINREP (defined at level Site) : Sales rep on detail
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.
Other prerequisites
Miscellaneous tables
The following miscellaneous tables are used by the function. They must be populated if necessary :
Miscellaneous table number 301 : Levy
Tables to be completed
The following tables are used by the function. Their content must be updated if necessary :
| Table |
Table description |
|---|---|
|
GACCCODE [CAC] |
|
|
FACILITY [FCY] |
|
|
EDIFRM [EDM] |
Tables used
The following tables are implemented by the function :
| Table |
Table description |
|---|---|
|
AUTILIS [AUS] |
|
|
BPADDRESS [BPA] |
Addresses |
|
BPARTNER [BPR] |
|
|
CONTACTCRM [AIN] |
|
|
GACCCODE [CAC] |
|
|
SALESREP [REP] |
Sales rep |
|
TABCOUNTRY [TCY] |