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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

步驟二- 填寫所需資訊

1.      客戶編號 - 為長期銷售訂單選擇編號,或者按"+"創建

2.      到期日 – 如果長期銷售僅在一段時間內有效,則輸入有效起始日期和有效到日期到期日

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.

     狀態(開啟或關閉)– 如果銷售憑證中不允許長期銷售,請選關閉

4.      插入行 – 可以分別為報價單、訂單、發票和貸記憑證設置選項Always Ask – A notification appears, and user can pick the recurring sales line to the document.

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