Anw: Categorisation

2024-08-05T12:17:14Z

Categorisation

← Older revision		Revision as of 14:17, 5 August 2024
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	These options relate to the Customer Visibility Page / Order Dashboard. See section 3.3 for more details.		These options relate to the Customer Visibility Page / Order Dashboard. See section 3.3 for more details.

			<noinclude>
			[[Category:Calidus Portal TTM\|1020]]
			</noinclude>

Anw: Initial Creation

2024-08-02T09:26:50Z

Initial Creation

New page

The Owner Maintenance page allows maintenance of owner level information.

For users in a group which allows "Add Owners" from the Maintenance/Group/TTM Options, there will be an option to create a new owner

For maintenance of existing owners, the user can select an owner from the initial drop-down list that is displayed in the Owner Selection section and will click 'Find Owner' - '''Note:''' that the list will contain only the owner codes visible for the Users Group.

[[File:TTM-OWNER-3.png|800px]]

The options for the selected owner will then be displayed.

[[File:TTM-OWNER-4.png|800px]]

'''Owner Options:'''

<ul>
<li>Start Of Week This defines the start of the week, used in specific pages within the module.</li>
<li>Qty Check This defines the comparison used to determine short/over quantities. Values:
<ul>
<li>Ordered->Despatched</li>
<li>Ordered->Delivered</li>
<li>Despatched-> Delivered</li></ul>
</li>
<li>Set Cancelled Defines the RAG status for Cancelled orders. Values: Red, Amber, Green, None.</li>
<li>Set Claused Defines the RAG status for Claused orders. Values: Red, Amber, Green, None.</li>
<li>CRM Email Option This is used by the Order Dashboard for controlling emails for CRM. Values:
<ul>
<li>None</li>
<li>At Creation Only</li>
<li>At Creation And Closure</li></ul>
</li>
<li>CRM Email To The Email address (comma separated list) for admin recipients of CRMs</li>
<li>Email Notifications Clicking on the Configure Events button allows the configuration of whether Tracking emails will be sent for each event type by owner. This is a different view of the event/email maintenance which is described in section 2.3 The main difference on this</li></ul>

page is the additional "Limit Email Frequency" flag which allows the user to set at owner level whether emails are only sent on the first intance of that messsage type ("Yes") or whether emails are sent each time a message of that type is received ("No").

[[File:TTM-OWNER-5.png|800px]]

'''Customer Visibility Options:'''

[[File:TTM-OWNER-6.png]]

These options relate to the Customer Visibility Page / Order Dashboard. See section 3.3 for more details.

Owner Maintenance - TTM - Revision history

Anw: Categorisation

Anw: Initial Creation