| # Sales User Profiles (tdsls0139m000) Use this session to view and maintain the default data recorded by the user, which is used to determine the order entry method and the default values during the input of orders. User profiles use the sales office data for defaults. The default data substantially affects the creation of: Sales quotations Sales orders Sales contracts Sales schedules On the appropriate menu, you can choose Default Devices by User. As a result, the Default Devices by User (tdsls0140m000) session starts in which you can enter the required devices to which external documents must be printed. Related topics Sales organizational data Flexible sales order processing User The user's logon code. Sales Office A department that is identified in the company business model to manage the business partner's sales relations. The sales office is used to identify the locations that are responsible for the organization's sales activities. If a sales order or a sales schedule is created, ERP Enterprise retrieves the default sales office from one of the following sessions: Sales User Profiles (tdsls0139m000). Sold-to Business Partner (tccom4110s000). If no sales office is found in the Sales User Profiles (tdsls0139m000) session, ERP Enterprise searches the Sold-to Business Partner (tccom4110s000) session. If no Sales Office is found in the Sold-to Business Partner (tccom4110s000) session either, no Sales Office is defined. As a result, ERP Enterprise cannot retrieve a default sales office. If a sales contract, or a sales quotation is created, ERP Enterprise retrieves the default sales office from one of the following sessions: Sold-to Business Partner (tccom4110s000). Sales User Profiles (tdsls0139m000). If no sales office is found in the the Sold-to Business Partner (tccom4110s000) session, ERP Enterprise searches the Sales User Profiles (tdsls0139m000) session. If no sales office is found in the Sales User Profiles (tdsls0139m000) session either, no Sales Office is defined. As a result, ERP Enterprise cannot retrieve a default sales office. Order Type The default order type for this user. Note If the warehouse is WMS controlled, and the Collect Orders check box is cleared for the warehouse in the WMS Interface Parameters (whwmd2105m000) session, you cannot enter a collect order type in this field. Related topics WMS Integration parameters Warehouse The default warehouse for this user. Standard warehouse defaulting logic Product variant (only for Manufactured items with the default supply source set to Assembly in the Item - General (tcibd0101s000) session). Ship-to business partner. Item sales data. User profile. Item ordering data. Sales office. Work Center The default work center related to the sales office. Default value If a work center is linked to the sales office, this work center is automatically loaded. If no work center is linked to the sales office, the work center must be entered manually by zooming to the Departments (tcmcs0565m000) session. Note You must first define the work center in the Departments (tcmcs0565m000) session. Internal Sales Representative An employee of your company who maintains contact with the sold-to business partner. The employee number of the sales representative is also used as a sorting criterion in the sales statistics. Device The device on which documents are printed. Default value The device search path for printing internal documents is as follows: From the Sales User Profiles (tdsls0139m000) session. From the Sales Order Type - Activities (tdsls0560m000) session. If no device can be found, you must select a device from a pop-up screen. The device search path for printing external documents is as follows: From the Default Devices by User (tdsls0140m000) session. From the Sales Order Type - Activities (tdsls0560m000) session. If no device can be found, you must select a device from a pop-up screen. Note If an error report is printed, ERP Enterprise always uses the device entered in this field. Sales Order Number Group The number group that is assigned to the user profile for sales orders. Sales Order Series The series that is assigned to the user profile for sales orders. Default value If a sales order series is linked to the sales office, this series is automatically loaded. If no sales order series is linked to the sales office, you must enter the series manually by zooming to the Departments (tcmcs0565m000) session. Note You must first define the series in the First Free Numbers (tcmcs0150m000) session. Related topics First free number Sales Quotation Number Group The number group for sales quotations. Sales Quotation Series The series that is assigned to the user profile for sales quotations. Default value If a sales quotation series is linked to the sales office, this series is automatically loaded. If no sales quotation series is linked to the sales office, you must enter the series manually by zooming to the Departments (tcmcs0565m000) session. Note You must first define the series in the First Free Numbers (tcmcs0150m000) session. Related topics First free number Sales Contract Number Group The number group for sales contracts. Sales Contract Series The series that ERP Enterprise assigns to the user profile for sales contracts. Default value If a sales contract series is linked to the sales office, this series is automatically loaded. If no sales contract series is linked to the sales office, you must enter the series manually by zooming to the Departments (tcmcs0565m000) session. Note You must first define the series in the First Free Numbers (tcmcs0150m000) session. Related topics First free number Sales Schedule Number Group The number group that is assigned to the user profile for sales schedules. Sales Schedule Series The series that is assigned to the user profile for sales schedules. Note You must first define the series in the First Free Numbers (tcmcs0150m000) session. Related topics First free number Inexperienced Operator If this check box is selected, the user is considered to be inexperienced. Sales orders created by inexperienced users can be blocked. Automatic Inventory Shortage Handling If this check box is selected, ERP Enterprise automatically takes the correct action whenever an inventory shortage appears. If this check box is cleared, and insufficient inventory is available to deliver a sales order line, sales order component line, or sales quotation line on time, ERP Enterprise automatically starts the Inventory Shortage Menu (tdsls4830s000) session. You must select the appropriate action to take. If the Automatic Inventory Shortage Handling check box is selected in the current session, in the Sales Order Types (tdsls0594m000) session, define the automatic action to take when an inventory shortage occurs for the following four item types: Non-generic/Not Planned Item Option Non-generic/Planned Item Option Generic/Not Planned Item Option Generic/Planned Item Option Note For sales order (component) lines, the Inventory Check Moment field in the Sales Order Types (tdsls0594m000) session determines when the inventory is checked for an order type. For sales quotation lines, the inventory checking moment is recorded in the Sales Quotation Parameters (tdsls0100s100) session. Related topics Inventory shortage handling Alternative items Maintain Statistics If this check box is selected, the user is allowed to maintain sales statistics. Can Release Credit Held Orders If this check box is selected, the user is allowed to release sales orders that are held for Credit Check purposes. Can Release Generally Held Orders If this check box is selected, the user is allowed to release sales orders that are held for General purposes. Can Release Margin Held Orders If this check box is selected, you can release sales orders that are subject to margin control activities. Can Release Promotion Check Held Orders If this check box is selected, the user is allowed to release sales orders that are held for Promotion Check purposes. Copy Template for Sales Orders The default copy template for sales orders that are copied in the Copy Sales Order (tdsls4201s000) session. Related topics Copy templates Copy Template for Sales Return Orders The default copy template for sales return orders that are copied in the Copy Sales Order (tdsls4201s000) session. Related topics Sales return orders Copy templates |