See also: Sales
Sales cases
Lists in the Administration/Sales menu
Administration Sales/... | Explanation, usage | Customizing |
|---|---|---|
Terms of delivery | Management of the terms of delivery for quotes and orders (press F1 to see the help in the dialog). Usage of INCOTERMs are provided in the company form. | Creating allowed |
Terms of payment | Management of the terms of payment for quotes, orders and external companies. | Creating allowed |
Contact roles | Management of the person roles in cases, based on the relations case / contact (external/internal), e.g., decision-maker, competitor or sales partner, technical staff. | Creating allowed |
Sales cases | Management of the properties in sales cases, for example: important, miscellaneous... | Creating allowed |
Marketing action properties | Management of the properties in marketing action, as for example: important, miscellaneous... | Creating allowed |
Competitor's strengths | Management of the strengths and weaknesses of competitors in the case. | Creating allowed |
Attendee status | Neutral (standard) attendee status as milestones that can be assigned through selections in marketing actions. In the case itself, further "not-neutral" milestones can be defined. | Creating allowed |
Project subtypes | Subtypes of project folders, sales cases and marketing actions. See also Process subtypes. | Creating allowed |
Escalation actions | For a selection of an action at an escalation level (e.g. service call). | Escalation settings |
Lost reasons | Store loss reasons for lost quotes | Lost reasons |
Priorities | Arbitrary priorities for the classification / filtering of service orders, for example "high" or "low". | Creating allowed |
Main status | Defined main statuses that are presented in the sales funnel and for requests (report) as a segment. Also for visualizing the progress (progress icon) with cases. A main status usually collects several case statuses defined in the process definition. | Creating allowed |
Selected environment variables (Administration/Settings menu)
Variable name | Description | Default |
|---|---|---|
| Controls whether all old activities are deleted or not while transferring a project/a case: |
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| Interval for the reminder check of the client in minutes |
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| Deactivate or activate the color mark of a case with a final status (completed, e.g.). |
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| Name of the default local currency |
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| Local currency |
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Variable pair | ||
| Name of the default language. Attention: This variable is multilingual. |
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| Identifier of the default language. If the variable is set on a per-user basis, then cases are automatically created in this language. For cases that don’t have assignments on creation, this language is automatically set. |
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Admin: Default user language:
The identifier of the default language (PSA_DFV_LNG_IDN, user-specific) determines the default language of the logged-in user. This language is automatically used as the correspondence language when creating a new correspondence. It can, however, be set differently by the "For contact" assigned as the recipient, or by an assigned main project. Correspondences that do not have either of these two assignments when they are created (for example, a correspondence created at a document that is assigned as an attachment) are automatically given this default language.