Open orders - Implementation
Prerequisite
The open orders imports are not managed as standard.
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 :
RE1 (Sales rep 1), RE2 (Sales rep 2), SP1 (Sales charge / discount 1), SP2 (Sales charge / discount 2), SP3 (Sales charge / discount 3), SP4 (Sales charge / discount 4), SP5 (Sales charge / discount 5), SP6 (Sales charge / discount 6), SP7 (Sales charge / discount 7), SP8 (Sales charge / discount 8), SP9 (Sales charge / discount 9).
Functional
DEB :
EU exchange declaration
ECC :
Product version management
EDIX3 :
Paperless document exchange
LTA :
Local taxing
PJM :
Project management
PREPM :
Prepayment invoice management
SDD :
SDD management
SMI :
Integrale migration
Sizing
ANA :
No. of analytical dimensions
REP :
Sales reps
SFI :
Max. no. entered inv. elts
SFIV :
Max. no. valued inv. elts
SFL :
No. invoice elts distributed
SPR :
Maximum sales charges/discount
STC :
Sales statistical groups
STI :
Product statistical groups
Localization
KPO :
Portuguese Localization
KUS :
Localization USA
General parameters
The following general parameters may change the way the function is working :
Common Data
CTLOPPCOD (defined at level Folder) : Project code control
NOTATI (defined at level Site) : Price / Amount +tax / -tax
OSTCTL (defined at level Company) : Cus. author. credit ctrl level
OSTDRAFT (defined at level Company) : Customer credit notes P/R amt.
PJTSNGDOC (defined at level Company) : Single-project document
Sales
APPSOC (defined at level Company) : Open order signature mgmt
CTLBETFCY (defined at level Site) : Credit&price intersite ctrl
CTLTAX (defined at level Company) : Tax code control
DACMANSAL (defined at level Site) : Default price reason - manual
OSTLND (defined at level Company) : Loan in order total
OSTORD (defined at level Company) : On order in order total
SALREN (defined at level Site) : Require price reasons
SALREV (defined at level Site) : Revision management
SALRND (defined at level Site) : Round unit price
SDACLOK (defined at level User) : Non block ctrl price,profit,qt
SDHTYPLND (defined at level Site) : Loan delivery type
SDHTYPNOR (defined at level Site) : Standard delivery type
SOHTYPOPN (defined at level User) : Open order type
UPDCUR (defined at level Site) : Modify currency
UPDPRISAL (defined at level Site) : Default price reason - base
WRNEXETAX (defined at level Company) : EXETAX use warning
Accounting interface
Default dimensions
The default dimensions sections assignment is performed through the following codes :
(defined at level Company)
SOR (All companies ) : Sales contract header
SOI (All companies ) : Sales Contract lines
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.
Entry Transactions
This function is managed with entry transactions which can be set up.
A standard transaction is suggested when installing the software. A setup function is used to modify this standard transaction or create new personalized transactions. This setup essentially exists to specify some functional characteristics of the transaction and display as well as the default loading for certain fields.
Other prerequisites
Tables to be completed
The following tables are used by the function. Their content must be updated if necessary :
|
Table |
Table description |
|---|---|
|
TABSOHTYP [TSO] |
Miscellaneous prerequisite
There is no import function for open orders.
Linked workflow rules
The following rules are active when the APPSOC parameter authorizes the Management of approval circuit on open orders:
Tables used
The following tables are implemented by the function :
|
Table |
Table description |
|---|---|
|
BPARTNER [BPR] |
|
|
BPCUSTMVT [MVC] |
Customer transactions |
|
BPCUSTOMER [BPC] |
|
|
FACILITY [FCY] |
|
|
ITMBPC [ITU] |
|
|
ITMFACILIT [ITF] |
|
|
ITMMASTER [ITM] |
|
|
ITMSALES [ITS] |
|
|
PRICSTRUCT [PRS] |
|
|
SORDER [SOH] |
|
|
SORDERC [SOC] |
Sales orders - early / late |
|
SORDERP [SOP] |
Sales orders - price |
|
SORDERQ [SOQ] |
Sales orders - quantities |
|
SPRICLINK [SPK] |
Sales price list search |
|
TABCUR [TCU] |
|
|
TABSOHTYP [TSO] |
|
|
TABUNAVAIL [TUV] |
|
|
TABVAT [TVT] |