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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.
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.
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.
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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).
Important: The MV_AGREG parameter indicates the information to be considered for sorting the orders. Standard content is the own field Agre. Rel, but a formula can be indicated in syntax AdvPl or execblock. If needed, it is possible to customize the method of sorting orders using an entry point. |
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.
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