Automatic creation of sales agreements at fishing trip landing of own boat
- Hannes Kristjánsson (Unlicensed)
This additional feature to WiseFish enables sales documents to be automatically created when fishing trip of own boat is landed. It is advised to make sure that those processes run manually before applying this automation. Running them manually first will give the user a better understanding of error messages, in case there is something missing in the setup.
Setup
See picture below, at the bottom of the page is a field „Land FT for Own Vessel“. If this is set to „Create Sales Agreements“ then the functionality will kick in.
Secondly, open „Configurations“ / Fishing Trip Sales Agreement Creation.
It opens up a table used to configure the settings of the automation. Most vital thing here is to understand that there are 2 different method supported:
Internal sales/purchase between Stock Centers in the company. This way will generate sales and purchase documents between two Stock Centers in the company and post them.
Market sale (direct sales to 3rd party). This will only create sales documents and leave them unposted.
Regarding fields in the table:
Code: Simple indicator.
Default landing type code: The selected landing type will be assigned to the fishing trip line.
Description: A way to add description. This description will not show up anywhere else than in this setup table.
Purchase Customer Code: To indicate what the customer code is, that the sale will be assigned to.
Purchaser Stock Center Code: This is only meant to be filled out for internal sales/purchase. It does not apply for market sale.
Purchasing Location Code: This is only meant to be filled out for internal sales/purchase. It does not apply for market sale.
Default Sales Person on Document: Optional to fill out: Will fill out the sales person of a delivery agreement.
Third: The internal sales user setup:
In this page, one can specify setting, what should happen when internal sales documents are created. As shown on the screenshot below, the „Create and Post Documents“ option is the default one (and in general the recommend one, as it auto posts, and saves a few mouse clicks).