Histórico da Página

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CONTENTS

1. Overview
2. Example of Use
3. Filters
1. Quick Query
2. Advanced Filter
4. Viewing Types
5. View Details
1. Bills Pending
6. Tables
7. Data Protection
8. Related Topics

01. OVERVIEW

When you access the My Customers menu option, you can query all Customers linked to the code of your Sales Representative.

02. EXAMPLE OF USE

Abaixo um exemplo pratico de utilização da opção de menu Meus Clientes.

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FILTERS FILTERS

03. FILTERS

The page My Customers lets you to filter records two ways, as follows:

a. Quick Query

You can use this type of Query to for simplified searches of your customer, by Code, Store or EIN/SSN. Just enter three or more characters in the search field.

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ADVANCED ADVANCED

b. Advanced Filter

My Customers > Advanced Filter

We recommend this type of query for specific searches, merging fields found in option Advanced Filter. Select option Apply Filter to perform the search.

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04. VIEWING TYPES

05. VIEW DETAILS

My Customers > View Details

Access this option to query Customer Registration data, Credit Limit, number of Bills Pending, etc.

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a. Bills Pending

My Customers > View Details > Bills Pending > View Details

Access option View Details in the Bills Card of a Customer. You can view all bills pending, overdue or partially posted of the Customer.

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06. TABLES

• AC8 - Contacts X Entity Relationship
• AGB - Telephones x Entities
• DA0 - Price List
• SA1 - Customers
• SA4 - Carriers.
• SE1 - Accounts Receivable
• SE4 - Payment Terms
• SU5 - Contacts
• SX5 - Generic Tables
• SYA - Countries

07. DATA PROTECTION

To make TOTVS Sales Management compliant with the General Data Protection Law, we had to change how this routine presents its data, in order to process sensitive and/or personal data through Access Control and Audit Log.

• Access Control

Define if the user or a group of users has the permission to access/view the sensitive personal data available in the screen of the routines and/or reports when applicable.

The System Admin is the responsible party establishing whether the information control rules will be applicable to a single user or a group of users. The configuration of the access to sensitive and personal data for users and/or user groups is available in module Configurator (SIGACFG) 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 Users Register, and to access authentications to routines with sensitive and/or personal fields, as well as the 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 through the Log and Audit Routines.

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RELATED RELATED

08. RELATED TOPICS

• Protected data control - Protheus 12
• LGPD - General Law for Personal Data Protection

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