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Function documentationSales Transaction Types

 

In the Sales Transactions Settings/Sales Transaction Types tile set of Mobile System Maintenance, you can view and define certain attributes for transaction types.

Activities

You can define the following settings:

  • Generate Transaction ID

    The transaction number can be generated either on the client or when the transaction is transferred to CRM. Select this indicator to generate the transaction ID on the client.

  • Resubmission

    Select this indicator if you want a follow up activity to be created automatically for a sales transaction after the number of days that you enter in the Resubmission Period field.

  • Resubmission Period

    When the Resubmission indicator is selected, you can enter a value here to indicate the number of days after which a follow up activity must be created for a sales transaction.

The Active indicator is selected for transaction types that are available for selection in the Sales Transaction Details tile set of Mobile Sales.