Sales

This setup is used in the customer record sheet.

Code: professional category code

Rank no.: display sorting order when opening a list

Label: professional category description

This setup is used for sales quotations.

This setup screen displays the 6 levels of probability (0, 1, 2, 3, 4 and 9) with the associated coefficients.

Note

If the DEV_PROBA_SS_D9 management rule is enabled, the level 9 cannot be used.

Check the Non-modifiable coefficients so that coefficients cannot be entered manually.

When you enter or modify the Probability in the commercial parameters of a quotation:

  • If you select the probability level from the drop-down list, the coefficient associated in the setup is used.
  • If the Non-modifiable coefficients box is not checked, you can manually enter a coefficient to force the value, even if it does not match one the setup coefficients. In this case, the value specified will not be modified if you change the probability level.
  • If the Non-modifiable coefficients box is checked, you cannot manually enter a coefficient.

Follow the instructions and answers to the questions relevant to your use of Akuiteo. The screen is automatically displayed in Edition mode.

  • Entry wording: title of the invoice accounting entries
  • Grouping of entry lines: enables you to group invoice line accounting entries and to display the period before or after the entry line.

This setup is used in the customer record sheet.

  • Code: family code
  • Rank no.: display sorting order when opening a list
  • Wording: family description
  • End of validity: end of validity date

This setup is used in the customer record sheet.

  • Code: profession code
  • Rank no.: display sorting order when opening a list
  • Wording: profession description

This setup is used in the customer record sheet.

  • Code: sector code
  • Rank no.: display sorting order when opening a list
  • Wording: sector description
  • End of validity: end of validity date

This setup is used in the customer record sheet.

  • Family: family code
  • Code: sub-family code
  • Rank no.: display sorting order when opening a list
  • Code: sub-family code
  • End of validity: end of validity date