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Index
- 1 Purpose
- 2 Quick Query
Purpose
In this page you will meet available Quick Query on the product lines from the Services segment.
Quick Query
Query Name | Query Description | Protheus Line | Datasul Line | Logix Line | RM Line |
Sales Order by Customer | Allow to query information registered into the Invoicing module (SIGAFAT) regarding sales orders, outstanding or terminated, from the customer indicated in the query. | X |
| Sales Order by Customer | Allow to query information registered in Invoicing module (SIGAFAT) related to the outstanding sales orders, or closed from the customer indicated in the query. | X |
Open Activities | Allow to query activities registered in the module Customer Relationship Management (CRM) listed to the user logged to the system. | X |
| Human Resources Allocation | It makes available information related to contracts, displaying all details on the contract stations, indicating where the resources and materials are allocated and implemented, comparing the estimated amount with what was allocated in each station. In this query, operators agenda data are considered. | X |
| Consumption Material Annotation | It makes available information related to contracts, displaying all details on the contract stations, indicating where the resources and materials are allocated and implemented, comparing the estimated amount with what was allocated in each station. In this query, data from annotation of consumption material from Services Quotation are considered. | X |
| Implementation Material Annotation | It makes available information related to contracts, displaying all details on the contract stations, indicating where the resources and materials are allocated and implemented, comparing the estimated amount with what was allocated in each station. In this query, data from annotation of implementation material from Services Quotation are considered. | X |
Query Allocation by Customer | Allow to query information from the Service Management module related to the allocation of attendants according to the indicated customer and/or configured period. | X |
Query Allocation by Contract | Allow to query information from the Service Management module related to the allocation of attendants according to the selected contract. | X |
Query Deallocated Operatos | Allow to query information from the Service Management module related to operators not allocated to the entered period. | X |
Query Operators by Name | Allow to query information from the Service Management module related to the register of filtered operators. | X |
Material and Allocation Query | Allow to query information from the Service Management module related to contracts and stations of contracts. The query enters locations where are allocated and implemented the resources and materials, according to expected and allocated for each station. | X |
Query Uncovered Stations | Allow to query information from the Service Management module related to contracts and uncovered stations, compared to the forecast from what is being realized. | X |
Maturing Contracts | Allow to query information from the Service Management module related to contracts due. The query shows the allocation balance of resources, annotation of materials and equipment location. | X |
| Maturing with Equipment Rental Balance (Realized) | It makes available information related to contracts due, displaying data on resources allocation data, annotation of material and equipment rental. In this query, the equipment rental balance set in the services quotation are considered. | X |
| Maturing Contracts with Implementation Material Balance | It makes available information related to contracts due, displaying data on resources allocation data, annotation of material and equipment rental. In this query, the implementation material balance set in the services quotation are considered. | X |
| Maturing Contracts with Human Resources Balance | It makes available information related to contracts due, displaying data on resources allocation data, annotation of material and equipment rental. In this query, the human resources balance set in the services quotation are considered. | X |
| Equipment Rental Estimation | It makes available information related to contracts, displaying details on the contract stations, indicating where the resources and materials are allocated and implementated, comparing the estimated amount with what is allocated in each station. In this query, data from Equipment Rental Tab of Services Quotation are considered. | X |
| Consumption Material Estimation | It makes available information related to contracts, displaying details on the contract stations, indicating where the resources and materials are allocated and implementated, comparing the estimated amount with what is allocated in each station. In this query, data from Consumption Material Tab of Services Quotation are considered. | X |
| Implementation Material Estimation | It makes available information related to contracts, displaying details on the contract stations, indicating where the resources and materials are allocated and implementated, comparing the estimated amount with what is allocated in each station. In this query, data from Implementation Material Tab of Services Quotation are considered. | X |
| Human Resources Estimation | It makes available information related to contracts, displaying details on the contract stations, indicating where the resources and materials are allocated and implementated, comparing the estimated amount with what is allocated in each station. In this query, data from Human Resources Tab of Services Quotation are considered. | X |
Payment Receipt | Allow to query employee payment receipt by competence and manage income, discount, base and net payment. | X | X |
X | |||
Participants | Allow to query employee register data that belong to the organizational structure of the connected user. The query show the name, phone number, e-mail address and situation of the employee. | X | X |
X | |||
Markings | Allow participants to query attendance control markings and from immediate subordinates. | X | X |
X | |||
Comp Time | Allow the participant and leaders to query the Comp Time through the user organizational structure. | X | X |
X | |||
Vacation Schedule | Query employee vacation schedule. The information is limited to employee data and its subordinates. | X | X |
X | ||
Customer document position | Allow to view customer documents, with summarized information, where possible to search, filter and query detailed customer data and specific documents. | X |
Vendor document position. | Allow to view vendor documents, with summarized information, where possible to search, filter and query detailed vendor data and specific documents. | X |
Query bank balance | Allow to view checking account bank balance from the company, where possible to search and query the company checking account register | X |
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