Open orders - Implementation

Prerequisite

 The open orders imports are not managed as standard.

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 :

 RE1 (Sales rep 1), RE2 (Sales rep 2), SP1 (Sales charge / discount 1), SP2 (Sales charge / discount 2), SP3 (Sales charge / discount 3), SP4 (Sales charge / discount 4), SP5 (Sales charge / discount 5), SP6 (Sales charge / discount 6), SP7 (Sales charge / discount 7), SP8 (Sales charge / discount 8), SP9 (Sales charge / discount 9).

Functional

 DEB : EU exchange declaration

 ECC : Product version management

 EDIX3 : Paperless document exchange

 LTA : Local taxing

 PJM : Project management

 PREPM : Prepayment invoice management

 SDD : SDD management

 SMI : Integrale migration

Sizing

 ANA : No. of analytical dimensions

 REP : Sales reps

 SFI : Max. no. entered inv. elts

 SFIV : Max. no. valued inv. elts

 SFL : No. invoice elts distributed

 SPR : Maximum sales charges/discount

 STC : Sales statistical groups

 STI : Product statistical groups

Localization

 KPO : Portuguese Localization

 KUS : Localization USA

General parameters

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

Common Data

 CTLOPPCOD (defined at level Folder) : Project code control

 NOTATI (defined at level Site) : Price / Amount +tax / -tax

 OSTCTL (defined at level Company) : Cus. author. credit ctrl level

 OSTDRAFT (defined at level Company) : Customer credit notes P/R amt.

 PJTSNGDOC (defined at level Company) : Single-project document

Sales

 APPSOC (defined at level Company) : Open order signature mgmt

 CTLBETFCY (defined at level Site) : Credit&price intersite ctrl

 CTLTAX (defined at level Company) : Tax code control

 DACMANSAL (defined at level Site) : Default price reason - manual

 OSTLND (defined at level Company) : Loan in order total

 OSTORD (defined at level Company) : On order in order total

 SALREN (defined at level Site) : Require price reasons

 SALREV (defined at level Site) : Revision management

 SALRND (defined at level Site) : Round unit price

 SDACLOK (defined at level User) : Non block ctrl price,profit,qt

 SDHTYPLND (defined at level Site) : Loan delivery type

 SDHTYPNOR (defined at level Site) : Standard delivery type

 SOHTYPOPN (defined at level User) : Open order type

 UPDCUR (defined at level Site) : Modify currency

 UPDPRISAL (defined at level Site) : Default price reason - base

 WRNEXETAX (defined at level Company) : EXETAX use warning

Accounting interface

Default dimensions

The default dimensions sections assignment is performed through the following codes :

(defined at level Company)

 SOR (All companies ) : Sales contract header

 SOI (All companies ) : Sales Contract lines

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.

Entry Transactions

This function is managed with entry transactions which can be set up.

A standard transaction is suggested when installing the software. A setup function is used to modify this standard transaction or create new personalized transactions. This setup essentially exists to specify some functional characteristics of the transaction and display as well as the default loading for certain fields.

Other prerequisites

Tables to be completed

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

Miscellaneous prerequisite

There is no import function for open orders.

Linked workflow rules

The following rules are active when the APPSOC parameter authorizes the Management of approval circuit on open orders:

• SOCSIG:Open order signature management
• SOCSIGVAL:Open order signature
• SOCSIGREJ:Open order rejection
• SOCSIGNOT:Open order signature notification
• SOCSIGNCR:Notification of absence of rule
• SOCSIGCAN:Open order signature cancellation

Tables used

The following tables are implemented by the function :