Prerequisite

Warning 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 :

Bullet point  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

Bullet point  DEB :  EU exchange declaration

Bullet point  ECC :  Product version management

Bullet point  EDIX3 :  Paperless document exchange

Bullet point  LTA :  Local taxing

Bullet point  PJM :  Project management

Bullet point  PREPM :  Prepayment invoice management

Bullet point  SDD :  SDD management

Bullet point  SMI :  Integrale migration

Sizing

Bullet point  ANA :  No. of analytical dimensions

Bullet point  REP :  Sales reps

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

Bullet point  SFIV :  Max. no. valued inv. elts

Bullet point  SFL :  No. invoice elts distributed

Bullet point  SPR :  Maximum sales charges/discount

Bullet point  STC :  Sales statistical groups

Bullet point  STI :  Product statistical groups

Localization

Bullet point  KPO :  Portuguese Localization

Bullet point  KUS :  Localization USA

General parameters

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

Common Data

Bullet point  CTLOPPCOD (defined at level Folder) : Project code control

Bullet point  NOTATI (defined at level Site) : Price / Amount +tax / -tax

Bullet point  OSTCTL (defined at level Company) : Cus. author. credit ctrl level

Bullet point  OSTDRAFT (defined at level Company) : Customer credit notes P/R amt.

Bullet point  PJTSNGDOC (defined at level Company) : Single-project document

Sales

Bullet point  APPSOC (defined at level Company) : Open order signature mgmt

Bullet point  CTLBETFCY (defined at level Site) : Credit&price intersite ctrl

Bullet point  CTLTAX (defined at level Company) : Tax code control

Bullet point  DACMANSAL (defined at level Site) : Default price reason - manual

Bullet point  OSTLND (defined at level Company) : Loan in order total

Bullet point  OSTORD (defined at level Company) : On order in order total

Bullet point  SALREN (defined at level Site) : Require price reasons

Bullet point  SALREV (defined at level Site) : Revision management

Bullet point  SALRND (defined at level Site) : Round unit price

Bullet point  SDACLOK (defined at level User) : Non block ctrl price,profit,qt

Bullet point  SDHTYPLND (defined at level Site) : Loan delivery type

Bullet point  SDHTYPNOR (defined at level Site) : Standard delivery type

Bullet point  SOHTYPOPN (defined at level User) : Open order type

Bullet point  UPDCUR (defined at level Site) : Modify currency

Bullet point  UPDPRISAL (defined at level Site) : Default price reason - base

Bullet point  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)

Bullet point  SOR (All companies ) : Sales contract header

Bullet point  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]

Order type table

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]

Business partner

BPCUSTMVT [MVC]

Customer transactions

BPCUSTOMER [BPC]

Customers

FACILITY [FCY]

Sites

ITMBPC [ITU]

Customer product

ITMFACILIT [ITF]

Products-sites

ITMMASTER [ITM]

Products

ITMSALES [ITS]

Products - sales

PRICSTRUCT [PRS]

Price structure (cust/supp)

SORDER [SOH]

Sales orders - header

SORDERC [SOC]

Sales orders - early / late

SORDERP [SOP]

Sales orders - price

SORDERQ [SOQ]

Sales orders - quantities

SPRICLINK [SPK]

Sales price list search

TABCUR [TCU]

Currency table

TABSOHTYP [TSO]

Order type table

TABUNAVAIL [TUV]

Unavailable periods

TABVAT [TVT]

Tax code table