Customer situation - Implementation
Prerequisites
Activity codes
The following activity codes (sorted by type) may have an impact on the way the function operates :
FCT : Factoring management
FUP : Reminder and late payment mana
LND : Loan management
PPT : Prospect management
General setups
The following general parameters may change the way the function is working :
Common Data
OSTCHGTYP (defined at level Folder) : Rate origin WIP ctrl.
OSTTYPCUR (defined at level Company) : Rate type updated rate ctrl
Acc Payable/Acc Receivable
STRINT1 (defined at level Folder) : Start aged bal. interval 1
STRINT2 (defined at level Folder) : Start aged bal. interval 2
STRINT3 (defined at level Folder) : Start aged bal. interval 3
STRINT4 (defined at level Folder) : Start aged bal. interval 4
STRINT5 (defined at level Folder) : Start aged bal. interval 5
STRINT6 (defined at level Folder) : Start aged bal. interval 6
STRINT7 (defined at level Folder) : Start aged bal. interval 7
STRINT8 (defined at level Folder) : Start aged bal. interval 8
STRINT9 (defined at level Folder) : Start aged bal. interval 9
TRANSREG (defined at level User) : Payment transaction
Authorizations
As data is linked to a site, a filter per site can be activated.
Miscellaneous prerequisites
It is recommended to check the BP situation screens setup.
Tables used
No table is updated through this function which is an inquiry function. But information extracted from the following tables is used :
Table |
Table description |
---|---|
BPARTNER [BPR] |
|
BPCUSTOMER [BPC] |
|
COMPANY [CPY] |
|
FACGROUP [FGR] |
Site grouping |
FACILITY [FCY] |
|
GACCDUDATE [DUD] |
Open items |
GACCENTRY [HAE] |
Accounting entries |
GACCENTRYA [DAA] |
Analytical accounting line |
GACCENTRYD [DAE] |
Accounting entry lines |
GACCOUNT [GAC] |
|
GRPSAC [GSC] |
|
PERIOD [PER] |
Periods |
TABCOUNTRY [TCY] |
|
TABCUR [TCU] |
This function updates tables shared by all the folders, located in the supervisor. These tables are the following :
Table |
Table description |
---|---|
ABATPAR [ABP] |
Batch server (parameters) |