Histórico da Página

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

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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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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.

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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.

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

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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.

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

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You Cannot Delete Orders with Status Released or Closed.

c. GENERATE PDF

My Orders > View Details > Generate PDF

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produtos que atendam o filtro.

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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.

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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".

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09. PRODUCT BALANCE QUERY (STOCK)

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10. CUSTOMER ORDER FIELD

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