Function

Path

What You Should Know

Check for the availability of item(s)

® Details ® Availability pushbutton

1.       The Login dialog box appears. In the Login dialog box provide the required details.

2.       Choose OK.

The ATP Result dialog box appears. It displays a list of items along with their available quantities.

Before you check for availability of items, you must add at least one item to the sales document. For more information, see Entering Items in a Sales Document.

The availability check is used to check if a product can be confirmed in a sales transaction. It is based on the fact that enough stock is available or can be produced or purchased on time.

The availability check in the Mobile Sales System is similar to the availability check in CRM Online, but does not reserve a product for a sales transaction.

For more information about availability check in the Mobile Sales System, see Online ATP Check.

For more information about availability check in CRM Online, see Availability Check.

The Availability pushbutton appears on the Details tile only when the Available to Promise Check option is selected during the installation of the Mobile Sales System.

Add item(s) to a sales document from a related campaign

® Details ® Campaign pushbutton

You can add items to a sales document from a campaign when:

·         The date of the sales document lies between the start date and the end date of the campaign.

·         The business partner of the sales document forms part of the target list for the campaign.

·         The sales area of the product is the same as the sales area of the sales document.

Calculate the pricing of a sales document

® Details ® Pricing pushbutton

The Internet Pricing and Configurator calculates the pricing of a sales document and displays the total net value of the sales document.

Before you calculate pricing, you must add at least one item to the sales document.

For more information, see Entering Items in a Sales Document.

Copy a sales document

  ® Details ® Copy pushbutton

You can copy any one of the following:

·         The sales document header

·         The header and selected items

·         The header and all items

Before you copy the sales document, you can change the business partner, the sales area, and the document type in the dialog box.

When you copy a sales document to a different distribution channel, the system automatically checks the product validity.

Generate a sales document for printing

  ® Details ® Generate pushbutton

Before you can use this function, you need to define at least one document layout of a relevant type.

See Document Generation.

When you choose Generate, the system generates a Microsoft Word document based on the layout you have selected. You can then print the document.

Finish a sales document; indicates a sales document is ready for upload to CRM Online

  ® Details ® Finish pushbutton

If you have created several versions of a quotation for a business partner, then you would ideally finish the final version for upload. This means that this version has become effective.

Once a sales document is Finished it enters the outbound queue, and is uploaded to CRM Online the next time you synchronize the data. After you upload the data you can no longer make any changes to it in Mobile Sales.