Linha Microsiga Protheus - Inglês

Páginas filhas
  • Annotations - FATA310 - Billing - P12


Annotate visits and contacts made with customers or sales opportunities, thus enabling the registration of costs with the service.

You must make the annotations by Customer or by Sales Opportunity, because you cannot make them simultaneously.

To view annotations, refer to Representatives.

The System displays annotations directly linked to the sales representative and to other salespersons in accordance with their position in the business structure.


Other Actions:
HTML Form - This option enables access to the available drives for saving documents with the .html extension.
Used in the integration with Fluig and ECM - https://tdn.totvs.com/pages/releaseview.action?pageId=73083754

ECM File - This option enables access to the available drives for saving documents with the .xslt extension.



Procedures

To make an annotation:

  1. In Annotations, click Add.
  2. Fill in the data pertaining the annotation of the visit and service-related expenses, following field help instructions.
  3. Check and confirm the data.


Statute no. 13,709 - General Personal Data Protection Law of Brazil (LGPD)

In order to adapt the Protheus® system to the General Data Protection Law, we had to adapt how we present routine data by handling sensitive and/or personal data using the Access Control and Audit Log processes.

  • Access Control

Define whether the user or a user group have permission to access/view sensitive personal data displayed on reports and/or routine screens, when applicable.

The System Admin is the person responsible for specifying whether to apply information control rules to a single user or to a user group. The configuration of the access to sensitive and personal data for users and/or user groups is available in the Configurator (SIGACFG) module 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 User Register and to access authentications to routines with sensitive and/or personal fields, as well as 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 using the Log and Audit Routines.