Configuration:Quota

This action template configures the quick add's quota.

Input Argument

Description

DateParameterName

Name of the Function defining the sample issue date given in the field group specified in SourceCopyFieldGroup parameter in the SerialEntry action call. This field group must contain a field in the List control where this Function was assigned.

If the DateParameterName is not given, the current date is applied.

NewQuotaTemplateFilter

Name of the template filter used to create new quota (MU) records.

QuotaFieldFunctionNames

Function names (separated by semicolon) defined in the quick add's Edit Control (default: ItemsSent and ItemsIssues).

QuotaLinkId

You can define that a new MU record is linked with its parent record by a specific link ID. By default, they are lined with Link ID -1.

ArticleConfigName

Name of the Search&List configuration that defines which article information is read.

The referenced List control must contain fields that have the ItemNumber and Quota Functions assigned.

QuotaConfigName

Name of the Search&List configuration that defines which quota records are read.

MaxSamplesPerPeriod

Number of samples that the user can hand out per time period (year), applicable when no max. quota was defined in the MK records.

MaxPeriods

Max. number of time spans that a user is allowed to hand out the sample.

ParentLink

The quota is calculated for each root (usually a company or person) record. However, if the root record e. g. is an MA record, the quota cannot be calculated as the quota is linked to the person (KP) record.

RequestOption

Defines how data defined under ArticleConfigName and QuotaConfigName is requested, >> RequestOption argument in General Input Arguments.

Default value: Fastest

ItemNumberFunctionName

Name of the function given for the Item Number field in the Edit control of the field group referenced by ArticleConfigName and QuotaConfigName (Default: ItemNumber (= XML name)).

RowItemNumberFunctionName

Name of the function given for the Item Number field in the Edit control of the field group referenced by ArticleConfigName and QuotaConfigName.

Options

Additional options can be given in JSON syntax:

  • {"allowQuotaExceed" :true } defines whether the quota can be overridden.

    Default value: false

  • {"autocorrectQuota" :true } defines that if a rep tries to hand out more samples than defined in his quota, the value is automatically set to the (remaining) quota.
  • {"showZeroQuota" :true } defines whether items with no quota left are not shown.

    Default value: false

  • {"hideZeroQuota" :false } defines Whether items with no quota left are not shown.

    (Default value: true)

CalendarYearPeriods

If set to true, issue periods are defined according to calendar years.

Note: This input arguments is required to create the MJ records in offline mode. These records are overwritten by the records created by the server's business logic.

MaxSamplesPerPeriodNoConfiguration

If no MK record exists for an Item Master record, samples cannot be issued. If you enter a value in this input argument, issues can also be issued for these records.