Histórico da Página

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CONTENTS

1. Overview
2. Example of Use
   1. New Order
   2. Confirmation of Addition
3. Filters
   1. Quick Query
   2. Advanced Filter
   3. Filter by Price List
4. Viewing Types
   1. List
   2. Card
5. View Details
   1. Edit Order
   2. Delete Order
   3. Generate PDF
6. Tables
7. Data Protection
8. Order Comments Field
9. Product Balance Query (Stock)
10. Customer Order Field

01. OVERVIEW

When you access the menu option My Orders, you can Query all your Sales Orders, Add a New Order, and you can also use option View Details to Edit or Delete a Sales Order.

When a New Order is Added, Edited or Deleted, it is sent to the Protheus server which, after processing the Sales Order, Notifies the User/Sales Representative.

02. EXAMPLE OF USE

See below a practical example of use for menu option My Orders, in which a Sales Order is added through option New Order.

a. New Order

My Orders > New Order

1. After selecting option New Order, you can select a Customer. In this option you can search a Customer by Code, Name or EIN/SSN.

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2. In tab General Data, you must fill out all required fields, such as Payment Method and Operation Type.

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3. In tab Order Items, you can search a Product by its Code or Description.

a. To add a Product, search the product and fill out the fields Unit Price and Quantity, then click Add.

b. Field Unit Price is automatically filled out with the Sales Price (B1_PRV) entered in the Products register or from the Price List (DA1_PRCVEN).

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c. If the Sales Representative wants to enter the Quantity and only the Total Value of the product, the Unit Price is automatically calculated.

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4.  To add a discount to the Product selected, just select the option + Information and fill out the field Percentage Discount or Discount Value, then click Close.

a. If you change the Unit Price of a product the Unit Price of which is filled out automatically, a discount is calculated and added to the item selected.

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b. When you add a new Product, all Product fields are set to zero and a Tag is added to the upper field, notifying that it was Selected, and a new Product is added to the session Selected Products.

c. When you use the Selected Products session, you can add a selected Product, change its Unit Price, Quantity and apply a Discount.

5. In tab Order Summary, you can query the Total Values of the Order and search all added items.

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6. When you click option Save Order, the system redirects you to the screen View Details.

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b. Confirmation of Addition

1. When you add the Sales Order, the Protheus server sends a Notification to the Sales Representative/User on whether the Order was processed successfully or with error.

a. By clicking the Notification, you are directed to the Sales Order added, or to view all its notifications.

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FILTERS FILTERS

03. FILTERS

The page My Orders lets you to filter records two ways, as follows:

a. QUICK QUERY

Thys type of Query performs a simplified search of the Orders. You can search by Code (Order Number), Customer Code or Date of Issue. You are required to enter at least three characters in the search field.

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b. ADVANCED FILTER

My Orders > Advanced Filter

We recommend this type of query for specific searches, merging fields found in option Advanced Filter. Select option Apply Filter to perform the search.

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FILTERBYPRICELIST FILTERBYPRICELIST

c. FILTER BY PRICE LIST

My Orders > New Order or Edit Order > Order Items

This option aims to filter products related to the price list selected in tab General Data.

If field Price List is blank, it becomes disabled and the search will fetch all products that match the filter.

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04. VIEWING TYPES

You can use the page My Orders to select the viewing type by List (Desktop Default) or by Cards (Mobile Default).

a. LIST

Select the viewing type by List to view Orders in List format.

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b. CARD

Select the viewing type by Card to view Orders in Card format.

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06. VIEW DETAILS

My Orders > View Details

Use option View Details to View a summary of the Sales Order. The options Delete Order and Edit Order are also available through option View Details.

a. EDIT ORDER

My Orders > View Details > Edit Order

You can use option Edit Order to Edit a Sales Order.

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b. DELETE ORDER

My Orders > View Details > Delete Order

You can use option Delete Order to Delete a Sales Order.

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Notification when deleting a Sales Order.

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You Cannot Delete Orders with Status Released or Closed.

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c. GENERATE PDF

My Orders > View Details > Generate PDF

Use option Generate PDF to create a PDF file with all details on the order.

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TABLES TABLES

06. TABLES

• A1S - Sales Representative Notifications
• A1T - Order Integration Control
• DA0 - Price List
• DA1 - Price List Items
• SA1 – Customers
• SA3 - Sales Representatives
• SA4 - Carriers.
• SB1 - Generic Product Description
• SB2 - Physical and Financial Balances
• SC5 - Sales Orders.
• SC6 - Sales Order Items
• SE4 - Payment Terms

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DATAPROTECTION DATAPROTECTION

07. DATA PROTECTION

To make TOTVS Sales Management compliant with the General Data Protection Law, we had to change how this routine presents its data, in order to process sensitive and/or personal data through Access Control and Audit Log.

• • Access Control

Define if the user or a group of users has the permission to access/view the sensitive personal data available in the screen of the routines and/or reports when applicable.

The System Admin is the responsible party establishing whether the information control rules will be applicable to a single user or a group of users. The configuration of the access to sensitive and personal data for users and/or user groups is available in module Configurator (SIGACFG) through accesses 192 and 193 (Accesses x Routine Relationship).

For further details on the Security Policy, click here.

• • Audit Log

Use this feature to audit updates to the Data Dictionary, to the Users Register, and to access authentications to routines with sensitive and/or personal fields, as well as the possible access rejections to such data.

For further details, refer to the Audit Rules chapter in the  Security Policy.

The Protheus® System offers some routines for Audit Log generation. You can get the procedures for configuring and generating these reports through the Log and Audit Routines.

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COMMENTS COMMENTS

08. ORDER COMMENTS FIELD

We have created the field Order Comments (C5_COMENT) to store important data from the Order, such as: "Deliver it in the afternoon. Request signature from operation manager".

See below a step-by-step procedure to create the field in the data dictionary.

09. PRODUCT BALANCE QUERY (STOCK)

10. CUSTOMER ORDER FIELD

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