Edit sales settings

Owned by Peter Schöll
Okt. 14, 2024
2 min read

Edit sales settings

Select Global > Master data > Billing > Edit sales settings

Under Sales settings, options have been added to change the two-stage to a one-stage sales process. By default, all setting options are set to Use.

  • Lead Management - Use activates the Lead project role

  • Lead Management - Do not use deactivates the Lead project role in the sales project. Lead is then no longer available as a menu item in the menu. Columns belonging to the lead are removed from all tables and overviews.

  • Sales potential - Use/Do not use activates or deactivates the billing document type Potential.

  • As-If-Sold - Use/Do not use corresponds to the previous setting in the "Potentials and offers" As-If-Sold consideration ... months business object. An As-If_Sold consideration did not take place if the field was left blank.

  • 2-stage forecast - Use/Do not use regulates the use of the sales manager forecast in potentials and offers(Sales > Forecast> Potentials/Offers; Potential details business object, VL correction in the forecast).

Edit mandatory data

In the Potentials and Quotations business object, you determine whether the specification of a sales project is mandatory or optional in both sales documents. In the same place, you can determine whether the decision date must be specified.

In the Customer project mandatory entries business object, you can configure whether and in which billing documents a customer project is selected as mandatory.

Billing area for customers and vendors

Select Global > Master data > Billing > Edit billing areas.

If the invoicing areas are activated, an invoicing area can be set in the delivery terms business object for both the customer and the vendor.

When you subsequently create outgoing invoices in Scopevisio, this invoicing area is suggested to you.

Expand the number ranges for billing documents to include the invoice range number and the short name to obtain meaningful names.

To do this, the number must be defined in the number range format and/or the placeholder invoice range short name must be selected