1. Refund
1.1 What is the reason why the prompt amount is not greater than the refund amount when creating a new payment?
Default object management - payment collection - verification rules to see if there are settings.
1.2 Can the repayment details not be deleted or invalidated? What should I do if there is an error in the entry?
To delete the refund details, you need to void and delete the refund first.
1.3 How to delete the approved payment?
You need to have the authority of the crm administrator or the role of the payment collection accountant to invalidate the payment collection accountant. The approval department that needs to be edited needs to be configured.
1.4 Is it possible to disable or delete the refund?
If the data is no longer needed, it can be deleted in the recycle bin after being invalidated.
1.5 Several key fields that affect the status of the payment plan [planned payment amount], [actual payment amount], [planned payment date]
1. Completed The planned payment date >= the current date, and "actual payment amount >= planned payment amount", status = completed
2. Unfinished Planned payment date >= current date, and "actual payment amount < planned payment amount", status = incomplete
3. Overdue Planned payment date < current date, and "actual payment amount < planned payment amount", status = overdue
1.6 In the repayment plan, the reminder was entered several days in advance, why did not remind the relevant person in charge at a certain time
To meet this requirement, you need to use the timing trigger capability in the workflow in the background. The timing trigger capability needs to be the ultimate version or purchased with resource packs
2. Sales order
2.1 When importing an order, what does the association identification field mean?
The function of the association identification field is to make the order product uniquely associated with the order; therefore, the association identification in the sales order can be freely filled with suggested numbers, and the association identification in the order product is consistent with the order association identification. the
2.2 Why can't the sales order be edited?
System default logic Ordinary employees cannot edit the approved sales order data again. If editing is required again, this button needs to be turned on in the background.
2.3 Why can't I save the sales order to the draft box?
Check whether the price policy or promotion is enabled. These two kinds of companies do not support draft boxes temporarily. the
2.4 Why is there no button to confirm delivery and confirm receipt on my order?
There are no confirm delivery and confirmation receipt buttons for orders with the invoice function turned on.
2.5 How is the amount to be collected on the summary card on the sales order calculated?
Amount to be paid = sales order amount (yuan) + refunded amount - paid amount (yuan) - return order amount.
2.6 The shipment has been made in ERP, but the delivery status in CRM is still: not shipped, the delivery order has been synchronized, but why the delivery status of the order has not changed?
The invoice is not associated with the corresponding sales order. If the synchronized invoice is associated with the corresponding sales order, the status of the order will be changed to shipped. If it is an associated order, the status of the order will not be synchronized. renew. It is necessary to check whether the invoice is associated with the sales order. the
2.7 When creating an invoice under the sales order, what does it mean that the current order is not satisfied with the delivery conditions of the group, and what needs to be checked?
When the invoice is created, it will verify the delivery status on the sales order. The invoice cannot be created again for the order that has been shipped. It will be verified, and when it exceeds, it will prompt that the delivery conditions are not met. the
2.8 Why can't I change the person in charge of my sales order, and there is no button to change the person in charge? Can I be a crm administrator?
Order logic: Sales orders that have not yet taken effect/approved are not allowed to change the person in charge, and the button to change the person in charge is not displayed on the layout.
2.9 Can sales order products be entered repeatedly?
You can set background business rules to manage in-sale and in-sale transaction rules, and when you open the product copy button to create a new, edit sales order details or quotation details, you can perform a "copy" operation on one or more products, such as [window sill shed], and generate multiple items For product data, you can modify the order quantity and different length and width values (custom fields) for each piece of data; it mainly meets the scenario where non-standard products are convenient for adding custom requirements. the
2.10 How can I recover the voided sales order?
After the sales order is voided, it cannot be restored because it is associated.
2.11 There is no button to create an invoice on the details page of the sales order?
1. If you have the read and write permission of the order, you will have the button to create an invoice; 2. The button to create an invoice will not be displayed for orders that have been shipped.
2.12 How to allow someone to view all orders submitted by employees in a certain department
It needs to be added as the role of order administrator or order finance, and the approval department should be added to the corresponding department
3. Price list
3.1 How to delete the off-shelf products from the price list?
The off-shelf products can be deleted in detail in the price list.
3.2 Why can't the corresponding salesperson choose the price list when placing an order?
First of all, the salesperson who places the order must be in the applicable organization, and the customer selected for placing the order is among the available customers. Only when the order is placed can the set available sales list be selected.
3.3 I want to place orders for different stores with different prices, what should I do?
You can set the range of sales, and set different sales lists for different stores.
3.4 Can price lists be used in custom objects?
Yes, find this object in the custom object in the management background, and set the associated price indication from the object search.
3.5 I have set up the price list and price list details, how do I control the ordering of products in the order interface?
You can set the price list priority on the price list list page, and the one with the highest priority is displayed at the top.
4. Quotation
4.1 The same product, the same price, only the customer is different, how to quickly create a new quotation?
Find the historical quotation, open the details page, click ... in the upper right corner, and click Copy to change the customer name.
4.2 How to set up to only allow quotations to be transferred to orders but not to transfer quotations to invoices?
Go to Management - Preset Object Management - Quotation - Layout, and hide the Quotation to Invoice button at the position shown in the figure.
4.3 After clicking the Quotation to Order button, many fields are not brought into the sales order, why?
Because the background does not configure all the fields in the quotation as mapping rules, in the management-object mapping rules, configure the mapping rules for converting quotations to orders.
5. Invoicing application
5.1 How to invoice multiple orders or product details at one time?
Open the invoicing details in Management - On-sale Transaction Management - Invoicing Application Configuration, and cannot be closed after it is enabled.
5.2 Can I over-billing?
Support, in Management - Sales Transaction Management - Invoicing Application Configuration, enable support for over-billing.
5.3 How to invoice by amount?
In Management - Sales Transaction Management - Billing Application Configuration, select Billing by Billing Amount in Billing Details - Quick Operation Display Rules. Note: This function needs to open the billing details, and the billing details cannot be closed after it is turned on.
6. Contract
6.1 Only one attachment can be uploaded in the contract, how to upload multiple attachments?
Edit the attachment field in Administration - Preset Object Management - Contract to modify the maximum number of attachments.