RD - My Customers

01. OVERVIEW

Tool in Approval

TOTVS Sales Management is available from release 12.1.33.

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

Only Customers linked to the Sales Representative (A1_VEND) will be loaded onto TOTVS Sales Management. The link between the User and the Sales Representative occurs through field User Code (A3_CODUSR) in the Sales Representatives register.

Administrator

All Customers are loaded for Administrator users.

Contacts

If you do not fill out the field EIN/SSN (A1_CGC) in the Customer Register, the Contacts will not be loaded.

Security Key

If you do not enter the Security Key in "appserver.ini", or enter the value 0 in it, your access permissions are not validated.

For further information, click here to access the reference document of the routine.

02. EXAMPLE OF USE

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

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.

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.

Advanced Filter

The filters used in the search are presented below the quick search field.

04. VIEWING TYPES

The My Customers page offers two ways to list the customers of the Sales Representative, adaptable to device screen size.

By default, we use the List (Table) view for devices with resolution equal to or higher than 576px and the Cards view for mobile phones or devices with a resolution lower than 576px.

We recommend the Card view for small monitors or mobile phones, since the List view can make it difficult to read the data.

05. VIEW DETAILS

My Customers > View Details

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

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.

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.