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 :

Bullet point  KAG (Argentinean localization), PBDPO (Payment balance declaration).

Functional

Bullet point  CCN :  Concessions

Bullet point  CFOM :  Cash forecast management

Bullet point  CSL :  Consolidation

Bullet point  DEB :  EU exchange declaration

Bullet point  EFAT :  EFAT connector

Bullet point  EINV :  Electronic invoice

Bullet point  ELINV :  Electronic invoice ZAF

Bullet point  EORI :  EORI identification

Bullet point  FCT :  Factoring management

Bullet point  FUP :  Reminder and late payment mana

Bullet point  LND :  Loan management

Bullet point  MUL :  Multi-company business partner management

Bullet point  PPT :  Prospect management

Bullet point  PRCSL :  Pre-consolidation

Sizing

Bullet point  ANA :  No. of analytical dimensions

Bullet point  COM :  Commission categories

Bullet point  REC :  Customer sales reps

Bullet point  SFI :  Max. no. entered inv. elts

Bullet point  STC :  Sales statistical groups

Localization

Bullet point  KBE :  Belgian localization

Bullet point  KFR :  French localization

Bullet point  KIT :  Italian localization

Bullet point  KPO :  Portuguese Localization

Bullet point  KSP :  Spanish localization

Bullet point  KZA :  South-African localization

General parameters

The following general parameters may change the way the function is working :

Customer Relation

Bullet point  AUSCRMA (defined at level User) : Function

Bullet point  AUSCRMF (defined at level User) : Sales rep

Bullet point  CLLTYPDEF (defined at level User) : Type of call done / default

Bullet point  CRMDEFREP (defined at level User) : Rep. connected / default

Bullet point  CRMREPCLL (defined at level User) : Rep. connected priority call

Bullet point  CRMREPSIT (defined at level User) : Recover site representatives

Bullet point  DONDEFCLL (defined at level User) : Calls done by default

Sequence numbers

The sequence numbers used to number the documents managed by this function are :

Bullet point  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 :

Bullet point  Miscellaneous table number 405 : Priority level

Bullet point  Miscellaneous table number 432 : Call categories

Bullet point  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 :

Bullet point  Local menu number 2993 : Call origin

Tables used

The following tables are implemented by the function :

Table

Table description

AUTILIS [AUS]

Users

BPARTNER [BPR]

Business partner

BPCUSTOMER [BPC]

Customers

CALLATTEMP [CTT]

Call attempt

CMARKETING [CMG]

Marketing campaign

CONTACT [CNT]

Contacts

CONTACTCRM [AIN]

Contact relationships

CORRESPOND [COR]

Outlook contact

DEFVAL [DVA]

Complex default values

HD4CLOB [HD4]

Commerl reports text files

HD5CLOB [HD5]

Marketing text files

MAILING [OMM]

Mass mailing

MEDIA [OMN]

Media campaign

PHONECALL [CLL]

Call

PHONING [OMP]

Phone campaign

SALESREP [REP]

Sales rep

SCPASW [SCA]

Call script responses

SCPQST [SCQ]

Call script questions

SCPQSTCND [SQC]

Routing conditions

SCRIPT [SCP]

Call script

TABCOUNTRY [TCY]

Country table

TRADESHOW [OMT]

Professional trade shows