Control Maintenance Records for Palm SFA

An administrator must set the following control maintenance records on the host system to customize your system for use with Palm SFA.

Set control maintenance records from Control Maintenance, accessed from the System > System Files menu in the Eclipse application on your computer desktop.

Palm SFA Control Maintenance Records

• Map Palm Phone Codes To Eclipse Phone Codes

• Palm Contact Customer Account Description Synchronization

• Palm SFA Administrator Settings

• Set System Time Zone

• SFA New Customer/Vendor Default Template

• User Maintenance Default Time Zone

• Valid Phone Codes

• Valid Scheduler Status

• Valid SFA Contact Classifications

Pocket Order Entry Control Maintenance Records

• Default Palm Pocket Order Entry Sales Source

• Default Remote Order Entry (ROE) Messaging

• Eclipse Ship Vias To Be Used With Palm Ship Vias

• Palm Pocket OE Administrator Settings

• Palm Product File Price Basis Fields To Be Downloaded

• Palm RDC And Pocket OE Default Product If Not Found

• Valid Palm Buy Line Product Download

Note: If you select buy lines to download to the Palm device, we recommend that you not select price lines. Selecting one without the other makes for a smaller number of selected products. If you choose to download by both buy lines and price lines, the system only selects those products with a price line and a buy line listed in both control maintenance records. A product that matches one but not the other will not download.

• Valid Palm Price Line Product Download

Note: If you select price lines to download to the Palm device, we recommend that you not select buy lines. Selecting one without the other makes for a smaller number of selected products. If you choose to download by both buy lines and price lines, the system only selects those products with a price line and a buy line listed in both control maintenance records. A product that matches one but not the other will not download.

• Valid Products For Palm Download By Status

See Also:

Palm SFA Overview

Setting Up Palm SFA on the Host

Setting Up Palm SFA on the Palm Device