Linha Microsiga Protheus - Inglês

Páginas filhas
  • Frequently asked questions about the Sales Management Portal

Versões comparadas

Versão antiga 4

changes.mady.by.user Otto Alexandre Monteiro Altorfer

Gravado em

comparado com

Nova versão 5

changes.mady.by.user Otto Alexandre Monteiro Altorfer

Gravado em

Chave

  • Esta linha foi adicionada.
  • Esta linha foi removida.
  • A formatação mudou.

...

Expandir
titleWhen I try to access the Sales Management Portal, I receive the message "User not linked to a Sales Representative". What should I do?
Painel

Image RemovedImage Added

To access the Sales Management Portal, the User must be linked to a Sales Representative.

This link must be made using the Sales Representative File, by filling in the User Code (A3_CODUSR) field with the code of a user previously registered in the configurator module.

For more information, check the question "How do I link a Sales Representative with a Protheus user?"

...

Expandir
titleHow do I link a Sales Representative with a Protheus user?
Painel
Aviso
titleWarning

A user can only be linked to one Sales Representative in Protheus.

Informações
titleImportant

For the correct functioning of the Sales Management Portal APIs, it is extremely important that the SECURITY key of the APPSERVER is enabled.

Bloco de código
languageactionscript3
[HTTPREST]
	...  
	SECURITY=1
	...

To link a Sales Representative to a user in Protheus, follow the steps below:

Totvs custom tabs box
tabsStep 1, Step 2, Step 3, Step 4
idspasso1,passo2
Totvs custom tabs box items
defaultyes
referenciapasso1
  1. Using the Billing Environment (05 - SIGAFAT), access the Sales Representative routine (MATA040).

Billing > Updates > Registered > Sales Representatives


1.1. Using the search box, make a search using the search index desired.

Image Modified


1.2. Then, click Edit.

Totvs custom tabs box items
defaultno
referenciapasso2
Aviso

The User Code field allows you to link a User to only a single Sales Representative. 

2. Access the Sales Representative File and click the Sales tab.


2.1 Find the User Code field (A3_CODUSR) and enter the User Code desired.

You can use the default query (F3) of the field to help find the user.


Image Modified



Expandir
titleHow do I select the Type of Outflow (TIO) of an item of the Sales Order?
Painel

Unlike the Sales Order routine (MATA410) of Protheus where the user can select the Type of Outflow (C6_TES) in each Sales Order item, the Sales Management Portal uses the Operation Type field on the General Data tab to define the type of outflow used when storing the Sales Order, using the Intelligent TIO routine (MATA089) to define the type of outflow.


Image Modified

Informações

If no condition registered in the Intelligent TIO routine is met, the TIO entered in the Product record (MATA010) will be used.



Expandir
titleHow can I restrict access to the Portal's menu?
Version

The Sales Management Portal does NOT have a specific menu in Protheus, but it is possible to restrict access to the routines using the User privileges routine in Protheus.

  • Use the routine TGVA004 to restrict access to the PGV's Menu.
  • To allow restrict access to the actions of each routine, PGV uses the access permissions of the native Protheus routine, e.g.:For the "My Orders" Menu, the privileges registered for the MATA410 routine, responsible for the registration of Sales Orders in Protheus, will be used.(Add, Edit and Delete) use Protheus routines (MATA410, MATA415, CRMA980), as shown below.

Image Added

Painel
Informações
title

This resource will only be available from version 1.2.0 - Dispatch July/2022

Aviso
titleImportant

Currently, the Sales Management Portal does not use the access permissions of the Protheus Menus, considering only the user privileges routine.

...

Expandir
titleCan an external sales representative access the Sales Management Portal using a smartphone?
Painel

Yes, as long as this Sales Representative is registered at Protheus® and linked to a user.

Informações

All screens in the Sales Management Portal are responsive and can be accessed normally by the Sales Representatives using a smartphone.


Image Modified



Expandir
titleHow can I identify that a Sales Orders was included through the Sales Management Portal?
Painel

When a new Sales Order is registered using the Sales Management Portal, the Source field (C5_ORIGEM) is filled in with the value "TGV.SALESORDER".

...