Specify Sales and Marketing Settings

Security Note: You need the Allow despatch order settings security right in the Options user group security rights group for despatch order settings in this activity. You need the Allow the user to maintain Sales and Marketing settings security right in the Options user group security rights group for sales and marketing, invoice and contract settings in this activity. You need the Allow journal settings security right in the Options user group security rights group for journal settings in this activity.

Activity Steps

  1. Open the Options screen.
  2. Select the Sales and Marketing tab.
  3. Specify despatch order settings:
    • Max Number of Despatch Orders—That can be created at once when using the Create Despatch Orders screen. Default: 100.
  4. Specify MineMarket Marketing Service settings:
    • Error Restart—Number of minutes to wait before restarting the MineMarket Marketing Service if an error has stopped the service. If set to 0, the MineMarket Marketing Service is not automatically restarted. This is the recommended setting from MineMarket 4.7 because detailed information about the service is available on the Monitored Services screen.
    • Errors Before Notification—Number of errors that can occur before a notification is sent to the client.
    • Batch Size—The number of objects that are processed before updating the progress on screen; that is, how often the progress is reported. The smaller the value, the more frequent the progress updates, which can have a negative impact on system performance. The minimum value is 10 and the maximum value is 2000.
    • Save List Size—The number of objects that need to be accumulated in the global save list of MineMarket before a save to the database is performed by the Marketing Service. The minimum value is 25 and the maximum value is 1000.
    • Transaction Batch Size—The maximum number of despatch orders that the MineMarket Marketing Service or a Marketing Service Farm processes before saving the data for the processed despatch order snapshots to the MineMarket database.
      • Stand-alone MineMarket Marketing Service—The default and recommended value if not using farms is 0. If set to 0, the MineMarket Marketing Service processes all despatch orders in the queue before saving the data.
      • MineMarket Marketing Service Orchestra and Farms—If set to 0, each Marketing Service Farm processes all despatch orders in its queue before saving the data. The default and recommended value when using farms is 0. If deadlocks occur when saving data, consider changing this setting to another value.

      Note: If this setting is modified, the MineMarket Marketing Service (or Orchestrator and Farms) must be restarted. For information about Marketing Service Farms, see the MineMarket Installation Guide. Deadlock errors display in the server console window if the MineMarket Marketing Service (or Orchestrator and Farms) are run in console mode.

    • Maximum Low Priority Objects To Process—Maximum number of low priority despatch orders to process as a batch. Example: Changing a price in a price series can affect despatch order snapshots. If Process Snapshots If Prices Change is checked, affected despatch orders are added to a low priority list for processing by the MineMarket Marketing Service when there are no higher priority processing tasks.
    • Marketing Service Enabled
  5. Specify journal settings:
    • Generate Journals When Locking Payments—If checked, when a payment or refund is locked, journal entries are created. If unchecked, journals can still be created manually for each payment or refund.
    • Payment Journals Per Invoice—If checked, when a payment or refund is for multiple invoice instalments, the journal entries are generated specific to each invoice instalment. The amounts are divided pro-rata based on the paid or refund amount assigned to each invoice instalment. The Display Method on the Journals tab of the Installment Payment and Refund includes the option to display the journal entries per invoice. If unchecked, journal entries are generated only for the whole journal group. This setting has no effect on journals for payments or refunds that are for only one invoice instalment.
    • Auto-reverse Accrual Journals—Whether to reverse the journal group of an accrual invoice without needing to create a non-accrual invoice (for the same despatch order or despatch). This setting affects all invoice document types (sales, freight, commission, and so on). If checked, accrual invoices will have two journal groups: one with journal entries for the accrual invoice at the date set for journals in the accrual invoice; and one that is the reversal of the other group of journal entries. The date of the reversal journal group is the first day of the next month, using the journal date as the reference date. Accrual invoices can be created at any time, even if a non-accrual invoice exists. For an example, see Journal Creation for Invoices. If unchecked, the journal group of an accrual invoice is reversed when journals for a non-accrual invoice are created. The date of the reversal journal group is the journal date of the non-accrual invoice. Accrual invoices cannot be created after a non-accrual invoice exists. Default: Unchecked.
    • Default Journal Reversal Method—Default Journal Reversal Method for journals associated with invoices and invoice revaluations. Select from Incremental (default) or Full Reversal.
  6. Specify invoice settings:
    • Preserve Invoice Report Information—Whether to store the XML data and a PDF version of printed invoice documents for locked invoices. If checked, when an invoice is locked, the XML data is stored. For each invoice template that is used to print an invoice document, one PDF version is stored. If the invoice is unlocked, all stored PDF versions for the invoice are deleted, and the stored XML data is deleted. Individual stored PDF versions can be deleted if the user has the Allow the user to delete preserved printed invoice reports security right in the Invoices user group security rights group.
    • Use Contributor Statement Data—Whether to use data from contributor statements in despatch order snapshots and invoicing. If checked, and there is a contributor statement associated with the despatch order on the shipment, train or truck despatch, the contributors from the contributor statement are used in despatch order snapshots and invoicing. Source contributors from the transactions are ignored. If checked, but there is no contributor statement associated with the despatch order on the shipment, train or truck despatch, the source contributors from the transactions are used in despatch order snapshots and invoicing. If unchecked, contributor statements are ignored. The source contributors from the transactions are used in despatch order snapshots and invoicing.
  7. Specify contract settings:
    • Require Price Approval—Whether to display the Price Approved checkbox for quotation pricing (QP) headers and require that the QP header is approved before the pricing can be used in an invoice. Default: Checked.
    • Enforce Unique Costs—Whether each cost (or each budgeted cost) for a set of contract terms, for a repurchase contract, or for a despatch order or despatch, must have a unique combination of the Service Type, Activity, Name and Rate Detail Basis. Default: Unchecked.
    • Copy Contract Costs To Despatch Orders—Whether to simplify overriding of contractual cost rate details in despatch orders. If checked, each cost rate detail (configured in the applicable set of contract terms) is copied to the Service Charges » Costs tab of each new Despatch Order. These copied rate details can be edited, as if they had been created as costs directly on the despatch order. However, if a copied rate detail is deleted on a despatch order, the rate detail still displays on the despatch order, but read-only and with a Rate Source of Contract. If unchecked, contractual cost rate details display on the Service Charges » Costs tab of despatch orders, but are read-only and have a Rate Source of Contract. This setting does not apply to service charge rate details configured in the applicable set of contract terms.
  8. Specify mirroring and reinvoicing settings:
    • Default Freight Activity—Default Activity for freight costs that are mirrored (see Despatch Order Data Links) or reinvoiced (see Reinvoice Costs and Service Charges for a Despatch Order). If left blank, the mirrored or reinvoiced cost has the same Activity as the original cost. Select from the Freight Activity list items defined in the List Editor.
    • Default Finance Activity—Default Activity for finance costs that are mirrored or reinvoiced. Select from the Finance Activity list items defined in the List Editor.
    • Default Service Activity—Default Activity for service costs that are mirrored or reinvoiced. Select from the Service Activity list items defined in the List Editor.
  9. Click Close.
  10. Click Save.