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| Fields | 詳情 |
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| Bill to Customer | 選擇客户，如果跟Bill to Customer是不同的 |
| Gen. Business Posting Group | 根據Posting設置選擇Posting組 |
| Customer Posting Group | 根據Posting設置選擇Posting組 |
| Currency Code | 如果貨幣等於當地貨幣，則此字段應為空 |
4. 設立長期銷售訂單
步驟一 - 客戶清單後，到動作下的長新增文件，再選擇長期銷售訂單 |
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Step 2 – fill up the information |
1. Code – select Recurring Sales Lines Code or click [+New] to create. 2. Valid period – enter valid from date and valid to date if the recurring sales lines only valid during a period 3. Blocked – select the check box if the Recurring Sales Lines is not allow to select in sales document 4. Insert Line Options – The option can be setup for Quotes, Order, Invoice and Credit Memo respectively. Manual – user ass the recurring sales lines manually Automatic – if only 1 recurring sales line exists for the customer, it will be inserted to the document automatically. If multiple, system will prompt the notification for allow user select which recurring sales line need to insert. Always Ask – A notification appears, and user can pick the recurring sales line to the document. |
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. Frequently Used Actions in Customer Card
User can select appropriated action button in Customer Card or Customer List for configurations on the customer, preview the aggregated information about the customer, and actions that can be done directly from the customer card.
Create new document from customer card |
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Select New Document then choose what document you want to create for the customer.
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View customer information or existing document for the customer |
Select Navigate the choose what information you want to preview for the customer.
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Advance Options |
Click More Option, then the navigation menu for Actions, Related and Reports to be shows. Action button are divided to Actions, Related and Report. Select the navigation to find the appropriate action button if needs.
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