Sales Tab (MATA030 - SIGAFAT)

Data used for generating the sales order, among other controls, are registered in this tab. Such data is suggested when entering the sales order, ensuring that it is properly filled out. Additionally, it contains data to perform client credit analysis for sales order clearance.

Main Fields and Controls

• Carrier

In the Carrier field, the default carrier code is defined for shipping goods to the client.

• Payment Term

In this field, the default term code of the client is defined, to be used for generating bills receivable in the Financials module.

In the Invoicing module, this information is suggested when filling out the sales order. However, it may be edited according to negotiations with the client.

In the Transportation Management module, the payment condition is used in the Manual Invoice and Automatic Invoice routines.

• Discount

The Discount field determines the default discount percentage provided to the client. This information is suggested when filling out the sales order, but it may be edited according to negotiations with the client.

• Priority

The Priority field is used by the Field Service in the automatic allocation of technicians for service orders, as long as the configuration for the allocation rule considers the priority.

The rule for automatic allocation of technicians is defined by the MV_REGRAAL. It may be enabled according to the following criteria: region, priority, skill and level.

Example:

Suppose that only Priority is defined as the allocation rule, client A is registered with Priority set to 2 and client B with Priority set to 1. When allocating a technician for attending the service orders, the preference is for the client with higher priority, i.e., client B.

• • • • Credit limit
      • Industry 1 to 8

The Business Industry 1 to 8 fields determine the company's industry and are used for Active Marketing filters, enabling later evaluation of the results through reports from the Call Center module.

• Price List

In the Price List field, one can define the code of the price list negotiated with the client. This data is suggested when entering the sales order, which ensures its proper fill-out.

Price lists must be previously created in the Pricelist register, available in the Sales Scenario option.

• Use B2B

Select Yes to enable electronic commerce in this environment. Otherwise, select No.

• Group Cleared

This field is used for sorting the generation of outbound documents of clients by some common characteristic. To do so, it is necessary to enter some information for identification.

See the example:

To facilitate order delivery or customers installed in the north region of the city of São Paulo, complete the field Agre. Rel. with content NORT in all customers of this region.

Thus, in the Outbound Document Generation routine, the system may generate the orders sorted by region or only those of the indicated region (in this example NORTH).

• Message

The Message field may be used to define a default message to be printed in the area reserved for notes on the invoice. This information is suggested when entering the sales order, ensuring its proper fill-out.

Default messages must be previously created in the Formulas register, available in the Registers option.