SFA General Control Maintenance Records

The following control maintenance records belong to the SFA (Sales Force Automation) category.

Default SFA Sales Source

Enter a default sales source to assign to orders generated through SFA.

Download COMM-COST To SFA

Indicate whether to download the COMM-COST to SFA clients for display in the reorder pad.

• Yes - Downloads COMM-COST to the SFA reorder pad.

• No - Does not download COMM-COST to the SFA reorder pad.

Old Set System Time Zone

This control maintenance record is no longer used.

• Use the Set System Time Zonecontrol maintenance record to set the time zone where your server is located.

• Use the User Maintenance Default Time Zonecontrol maintenance record to specify a time zone to be assigned to all new user records.

SFA Administrator

Enter the user or message group to monitor messages and trackers received by the system following an SFA synchronization regarding submitted orders or changes made to accounts and contacts.

SFA New Customer/Vendor Default Template

Enter the customer and vendor records to use as templates to assign default information when a user creates a customer or vendor in SFA. The system assigns the default record information to the new record when you sync the new entity with the system.

Valid SFA Categories

Enter a list of valid categories that categorize the user-defined dictionary items/fields created in the system and sync'd to the SFA laptop. Categories can be up to 20 characters long. The information displays in the Category Selection window accessed by using the Category option on the Customer Maintenance or Contact Maintenance > User Defined Data window in the system and on the Account > Contacts User-Defined tab in SFA.

Valid SFA Contact Classifications

Enter a list of valid classifications, up to 20 characters long, that users can assign to contacts in the Classification field on the Contact Maintenance window in the standard system and the Classification field on the Contacts > Main tab in Sales Force Automation. For more information, see Assigning SFA Access to Entities..