Calls - 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 : Electronic invoice

 ELINV : Electronic invoice

 EORI : EORI identification

 FCT : Factoring management

 FUP : Reminder and late payment mana

 LND : Loan management

 MAXPD : Maximum period (companies)

 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

The following general parameters may change the way the function is working :

Customer Relation

 AUSCRMA (defined at level User) : Function

 AUSCRMF (defined at level User) : Sales rep

 CLLTYPDEF (defined at level User) : Type of call done / default

 CRMDEFREP (defined at level User) : Rep. connected / default

 CRMREPCLL (defined at level User) : Rep. connected priority call

 CRMREPSIT (defined at level User) : Recover site representatives

 DONDEFCLL (defined at level User) : Calls done by default

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, anddeletion operations can be activated or deactivated for a given user.Filters by rolescan 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 432 : Call categories

 Miscellaneous table number 436 : Call satisfaction

Local menus

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

 Local menu number 2993 : Call origin

Tables used

The following tables are implemented by the function :