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  • RD - TOTVS Sales Management Schemas - Draft

CONTENTS


Tool in Approval

TOTVS Sales Management is still in the approval phase and has been released only for pilot customers. 

01. OVERVIEW

The schema is a data structure used by the PO-UI for information tracking. Each schema has attributes as call URL for synchronizing, call URL for when an update occurs, the deletion field in case the schema record is deleted, the schema fields, and the schema name.

02. EXAMPLE OF USE

None.

03. SCHEMAS WITH AUTOMATIC SYNCHRONIZATION

APIs

Notifications

Customers

Contacts

Customers' Financial Status

Price Lists

Payment Terms

Sales Orders

Carriers

Products

Queue of Sales Orders

Access log to personal and sensitive data

Field Schema

Financial Intermediator

04. SCHEMAS WITHOUT AUTOMATIC SYNCHRONIZATION

APIs

Accounts Receivable Bills

Operation Types

Chart - Sales Indicators

Card - Sales Indicators

Accounts Receivable Bills

The Accounts Receivable Bills will only be loaded if TOTVS Sales Management is working online and some customer details are accessed.
If it is offline, the data will not be loaded.

Operation Types

The Operation Types will be loaded at the first synchronization and stored in the cache. Your data will only be updated if TOTVS Sales Management is working online, and the My Orders routine is accessed.
If it is offline, the data will be loaded from your last online update.

Charts and Cards - Sales Indicators

The Charts and Cards for Sales Indicators on the main screen will only be loaded if TOTVS Sales Management is working online; this is to keep the information always updated.