Tasks - 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

  EFAT :  EFAT connector

  EINV :  Electronic invoice

  ELINV :  Electronic invoice ZAF

  EORI :  EORI identification

  FCT :  Factoring management

  FUP :  Reminder and late payment mana

  LND :  Loan management

  MUL :  Multi-company business partner management

  PPT :  Prospect management

  PRCSL :  Pre-consolidation

Sizing

  ANA :  No. of analytical dimensions

  COM :  Commission categories

  REC :  Customer sales reps

  SFI :  Max. no. entered inv. elts

  STC :  Sales statistical groups

Localization

  KBE :  Belgian localization

  KFR :  French localization

  KIT :  Italian localization

  KPO :  Portuguese Localization

  KSP :  Spanish localization

  KZA :  South-African localization

General parameters

Sequence numbers

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

  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 :

  Miscellaneous table number 405 : Priority level

  Miscellaneous table number 431 : Task categories

  Miscellaneous table number 435 : Task satisfaction

Local menus

The following parameterizable local menus are used by the function. Their content must be updated if necessary :

  Local menu number 2992 : Task link

Tables used

The following tables are implemented by the function :

Table	Table description
AUTILIS [AUS]	Users
BPARTNER [BPR]	Business partner
BPCUSTOMER [BPC]	Customers
CONTACT [CNT]	Contacts
CONTACTCRM [AIN]	Contact relationships
CORRESPOND [COR]	Outlook contact
FACILITY [FCY]	Sites
HD4CLOB [HD4]	Commerl reports text files
HD6CLOB [HD6]	CRM mini text files
SALESREP [REP]	Sales rep
TASK [TSK]	Task