Sales and Marketing Ribbon Tab

Note: Whether the Sales and Marketing ribbon tab displays depends on the configuration for the user group. See Configure Ribbon Tabs for a User Group.

Security Note: There are user group security rights in the Menu security rights group that control the visibility of many icons on the ribbon menu.

The following tables describe the options on the Sales and Marketing ribbon tab.

Explorers Group

Option

Description
Contract Explorer icon Contracts

Open the Contract Explorer in the view pane.
Despatch Order Explorer icon Despatch Orders

Open the Despatch Order Explorer in the view pane.
Invoice Explorer icon Invoices

Open the Invoice Explorer in the view pane.
Payment Explorer icon Payments

Open the Payment Explorer in the view pane.
Journal Explorer icon Journals

Open the Journal Explorer in the view pane.

Tools Group

Option

Description
Invoice Batch Processing icon Invoice Batch Processing

Open the Invoice Batch Processing in the view pane.

Market Data Group

Option

Description
Pricing Editor icon Pricing

Open the Pricing Editor in the view pane.
Currency Exchange Editor icon Currencies/FX

Open the Currency/Exchange Editor in the view pane.
Interest Rate Editor icon Interest Rates

Open the Interest Rate Editor in the view pane.
Premium Matrix Editor icon Premium Matrixes

Open the Premium Matrix Editor in the view pane.

Base Data Group

Option

Description
Tax Editor icon Taxes

Open the Tax Editor in the view pane.
Parity Editor icon Parities

Open the Parity Editor in the view pane.
Calendar Editor icon Calendars

Open the Calendar Editor in the view pane.
Accounting Period Editor icon Accounting Periods

Open the Accounting Period Editor in the view pane.
Chart Of Accounts icon Chart Of Accounts

Open the Chart Of Accounts screen in the view pane.
Bank Editor icon Bank Branches

Open the Bank Editor in the view pane.
Invoice Types icon Invoice Types

Open the Invoice Types screen in the view pane.
Delivery Term Editor icon Delivery Terms

Open the Delivery Term Editor in the view pane.
Recovery Rate Editor icon Recovery Rates

Open the Recovery Rate Editor in the view pane.
Contract Charge Templates icon Contract Charge Templates

Open the Contract Charge Templates in the view pane.
Toll Accounts icon Toll Accounts

Open the Toll Accounts screen in the view pane.
Analyte Quality Forecasts icon Analyte Quality Forecasts

Open the Analyte Quality Forecasts in the view pane.