When the Sales Management Portal starts operating Offline, the behaviors of some features are adjusted due to limited connectivity with the server. These behaviors are listed below: | Totvs custom tabs box |
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| tabs | My_Customers,My_Notifications,My_Quotations,My_Orders |
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| ids | funcionalidade01,funcionalidade02,funcionalidade03,funcionalidade04 |
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| | Totvs custom tabs box items |
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| default | yes |
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| referencia | funcionalidade01 |
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| Among the specific behaviors of the My Customers option in Offline mode, we find:
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| title | A list with only the customers the sales representative has entered |
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| Option My Customers displays, on the Customers list, only those selected by the Sales Representative in the Offline Configurator, not displaying the financial status, as shown in the following video: 
The operation of other resources, such as customer list filters and viewing types (Table/Cards), remains the same in Online mode, as shown below: 
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| title | Partial viewing of customer data |
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| In Offline mode, the option View Details allows viewing only the Registration Data and Address of the Customer, as shown below: 
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| Totvs custom tabs box items |
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| default | no |
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| referencia | funcionalidade02 |
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| Option My Notifications is not available for Offline access. Thus, if the sales representative attempts to access it in Offline mode or the connection drops while in use, the following message is displayed: 
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| Totvs custom tabs box items |
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| default | no |
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| referencia | funcionalidade03 |
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| Among the specific behaviors of the My Quotations option in Offline mode, we find:
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| title | List only of Quotations added by Sales Representative in Offline mode |
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| Option My Quotations displays only quotations the Sales Representative has added in Offline mode, as shown in the following video: 
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| title | The taxes calculation is not performed in Offline mode |
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| In Offline mode, the Quotation Total section of sales quotations does not display taxes, because the tax calculation requires an Internet connection. 
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| title | The option to edit non-synced Sales Quotations is not enabled in Offline mode |
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| Offline mode does not offer the option to delete Sales Quotations. The following video shows this behavior: 
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| title | The option to edit non-synced Sales Quotations is not enabled in Offline mode. |
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| In Offline mode, the option Edit Sales Quotation is only available for Synced Sales Quotations; that is, Sales Quotations added in Offline mode, sent to the server and successfully added to Protheus when the system came Online. The following video shows this behavior: 
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| title | Sales Quotations from the Offline integration of the Sales Management Portal must not be edited in Protheus |
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| This type of change must not be made, because the sales quotations (table SCJ) and their respective items (table SCK) saved in Protheus through Offline integration are associated to the Sales Representative who generated it (tables AQ4 and AQ5). Adding new products to these quotations through Protheus does not generate this association. Thus, these products directly added to Protheus are not integrated with the Sales Management Portal for use in Offline mode, causing divergences between data. |
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| Totvs custom tabs box items |
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| default | no |
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| referencia | funcionalidade04 |
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| Among the specific behaviors of the My Orders option in Offline mode, we find: | Expandir |
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| title | List only of orders added by Sales Representative in Offline mode |
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| On the Sales Orders list, the option My Orders displays only orders the Sales Representative has added in Offline mode, as shown in the following video: 
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| title | The taxes calculation is not performed in Offline mode |
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| In Offline mode, the Order Total section of sales orders does not display taxes, because the tax calculation requires an Internet connection. 
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| title | The option to filter products through the table selected is not available in Offline mode |
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| In Offline mode, the option to Filter by Price List in product selection is not available, because the server applies this filter. The following video shows this behavior: 
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| title | The option to delete Sales Orders is not enabled in Offline mode |
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| Offline mode does not offer the option to delete Sales Orders. The following video shows this behavior: 
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| Expandir |
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| title | The option to edit non-synced Sales Orders is not enabled in Offline mode. |
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| In Offline mode, the option Edit Sales Order is only available for Synced Sales Orders; that is, Sales Orders added in Offline mode, sent to the server and successfully added to Protheus when the system came Online. The following video shows this behavior: 
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| Expandir |
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| title | Sales Orders from the Offline integration of the Sales Management Portal must not be edited in Protheus |
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| This type of change must not be made, because the sales orders (table SC5) and their respective items (table SC6) saved in Protheus through Offline integration are associated to the Sales Representative who generated it (tables AQ4 and AQ5). Adding new products to these orders through Protheus does not generate this association. Thus, these products directly added to Protheus are not integrated with the Sales Management Portal for use in Offline mode, causing divergences between data. |
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