Sales Document Configurator

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Sales Document Configurator - Configuration List

Sales Document Configuration is a customisable system of sales document generation in which Quotations, Sales Orders, Estimates or Jobs can be created. These documents can be created without the user needing to have knowledge of the standard Sales Order or Job maintenance windows or associated functions.

For the system to be functional, the Sales Document Configurations must be designed. This is carried out via the menu path File -- System Manager -- Sales Document Configurations which opens the Sales Document Configuration Maintenance window. Full details of the design side of order configuration is given under the maintenance help.

Any configuration has a number of pages that are populated with different objects for each design. The user typically will initially be presented with a configuration list from which they select the configuration design they wish to use. Then they navigate through the pages using the Next button until, on the last page, they can complete the document with the Finish button.

The sales staff using the document configurator will need to be trained in the specifics of each configuration as the window will contain elements that are specific to each design.

Sales Document Configurator - Typycal End Page

However, the configurator window has a number of common elements that are described here.

Field

Description

Document Configurations List

List of Sales Document Configurations. Click to select and then press Next or Double-click. The contents are filtered for the users and user group access.

Configuration Title

The description of the configuration selected. The tooltip indicates the design name of the document configuration selected.

Page Title

The description of the order configuration page currently showing. The tooltip is set in the design as an aide-memoire to the user for actions needed to complete the wizard page.

Total net of tax in currency

The document total before tax that has been calculated thus far.

Total including tax in currency

The document total with tax that has been calculated thus far.

Warning WARNING: The totals are calculated when the page opens and DOES NOT reflect any user choices made in the current wizard page. It amounts to the document value total for the resulting document created in earlier wizard pages.

Button

Action

Finish

Click to finish and verify your selections and process the results.

Next

Click to move to the next entry page.

Back

Click to move back a page.

See also: -

Compiled in Program Version 3.10. Help data last modified 6 JAN 2005 13:13. Class wSOConfigWizard last modified 21 MAY 2008 13:31:46.

Document path Reference Contents > Sales Order > Sales Document Configurator