...
Column | Description |
|---|---|
Version | VPB version number. |
Name | VPB version name. |
Published | Date the VPB version was published. |
Division | Region/division the VPB version is assigned to in Framework ECM. |
Buttons
Button | Description |
|---|---|
| Click to update the static data. |
<< | Click to copy the selected VPB(s) from Framework ECM to Framework Sales Advice Management. |
...
- Click the Framework list. A shadow will appear around the list to indicate it is selected.
- Select one or more VPB versions.
- Click << . The Confirm Copy Items dialog will be displayed.
- Click Yes to copy the selected VPB version(s). The Synchronisation Complete dialog will be displayed if the copy was successful.
OR
Click No to cancel the process.
OR
Click Cancel to cancel the process. - Click OK to confirm the synchronisation has been completed.
- Click Update to update the static data.
- Click Close. The LAN Synchronise dialog will close.
- Restart Framework Sales Advice Management, if required.
...
| Tip |
|---|
To re-synchronise existing variation price books from |
...
the Sales Advice list, highlight the variation price book and |
...
click |
LAN Synchronise Dialog - Product Tab
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Column | Description |
|---|---|
Promotion | Promotion allocated to the house package. |
Type | House type allocated to the house package. |
Facade | Facade allocated to the house package. |
Price | Price of the house package. |
Buttons
Button | Description |
|---|---|
| Click to update the static data. |
| << | Click to copy the selected house product from Framework ECM to Framework Sales Advice Management. |
...
- Click Update to refresh the Document Groups list. This will update the list with the latest Template v2 structure from Framework ECM.
- Click the Version drop-down list to select the required VPB version.
- From the Document Groups list, select the required document group. The Framework Master Templates and Sales Advice Master Templates lists will populate if version 2 templates are available for the selected group.
- Click the Framework Master Templates list. A shadow will appear around the list to indicate it is selected.
- Select one or more templates.
- Click . The Confirm Copy Items dialog will be displayed.
- Click Yes to copy the selected templates. The Synchronisation Complete dialog will be displayed if the copy was successful.
OR
Click No to cancel the process.
OR
Click Cancel to cancel the process. - Click OK to confirm the synchronisation has been completed.
- Click Close. The LAN Synchronise dialog will close.
- Restart Framework Sales Advice Management, if required.
Tip: To
| Tip |
|---|
To re-synchronise existing version 2 templates from |
the Sales Advice list, highlight the version 2 templates and click |
|
LAN Synchronise Dialog - Administration Tab
...
Button | Description |
|---|---|
| Click to save a sales advice user. |
<< Copy Selected Region/Division | Click to copy the selected region/divisions templates from Framework ECM to Framework Sales Advice Management. |
<< Copy Selected Users | Click to copy the selected users from Framework ECM to Framework Sales Advice Management. |
...
- From the Sales Advice Users group, select the required user. The Salesperson group will update.
- From the Salesperson group, click the Salesperson in Framework drop-down list to select the required salesperson. The Salesperson Name field will be refreshed.
- Enter the salesperson location, phone, and email address details, as required.
- Click Save.
- Click Close. The LAN Synchronise dialog will close.
- Restart Framework Sales Advice Management, if required.