12g CRM Manual - Super Payer

Manual
Super payer in CRM
SuperPayer field ...................................................................................................................................... 2

NOTE – CONDITIONS FOR DEFINING THE SUPER PAYER FIELD ........................................................... 4
Super payer in CRM ................................................................................................................................. 5
Super payer in Report 360....................................................................................................................... 6
Calculation of data after Super payer on investment agreements: MI/PRG/Universal ........................ 10
SuperPayer field
This field allow us to marked customer as a SuperPayer and is available on customer form in
Customer entity.
To get to this field, you must enter the customers area
Next, select correct customer. In case you don’t see customers connected with your account, change
the view from “02. My active customers”, which is default, to „01. Active accounts”
You'll see a list of all customers in the business unit to which you've been assigned permissions.
We select the right client, the customer form will be launched
The Super Payer field is located in the "Customer information" box

NOTE – CONDITIONS FOR DEFINING THE SUPER PAYER FIELD
The conditions for defining the Super Payer field differ from country to country:
For Poland – The field in CRM is blocked for any editing by the CRM user. The data is downloaded
from the SAFO system.
For Ukraine - The field in CRM is blocked for any editing by the CRM user. The data is downloaded
from the NAVISION system.
For other countries of the Company – the field is unlocked for editing by CRM users.
Super payer in CRM
To go to the Super payer in CRM, click on the record in the "Super Payer" field
The Super payer form will be launched

Super payer in Report 360
If the customer selected by us is a Super payer, we can obtain sales data using the 360 Report.
Being on the running customer form, click on the "View 360" button located in the upper menu bar
A new browser tab will start containing the 360 Report
If the client is marked as Super payer, the report will include the "Show data for super payer" switch
If the customer is not a Super payer, the 360 Report will not have this tag
To show sales data for the Super payer, we approve the switch available in the report.
The report will reload the data and show us an additional section in the report "Sales data of the
super payer"
To view the data, click on the inscription of this section.
The table contains columns such as:
• Month
• Sale
• PS Equipment
• S07 Oil Equipment
• S08 Akum Equipped.
• Returns
• Internet
The data contained in this section can be additionally calculated by clicking on the "Recalculate"
marker available in this section
We will get the data after conversion, and additional columns will be added to the data table, such
as:
• Margin
• Margin stat.
• PS Margin
• Margin stat. PS
• Margin S07 Oil
• Margin stat. S07 Oil
• S08 Akum Margin
• Margin stat. S08 Akum.
Calculation of data after Super payer on investment agreements:
MI/PRG/Universal
To select the option of calculating data on investment agreements: MI/PRG/Universal, go from the
Sales section to the Contracts section in CRM.
To do this, click on the button to change the displayed section (available at the bottom of the CRM
page, on the left side of the screen) and select the Contracts option from the drop-down list
Being in the agreements section, we select the entity corresponding to the agreement that we want
to create
For example, I chose the entity of the Company's MI Agreement
A form containing the Company's active MI agreements will be displayed
We choose the right contract
The form contains the field "Include data from the super payer"
If we want our contract to calculate data from the superpayer, we approve our choice
Then we save the changes made to the contract
Analogously
Universal Agreement of the Company
PRG Company Agreement

12g CRM Manual - Super Payer

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Manual

Super payer in CRM

SuperPayer field ...................................................................................................................................... 2

To get to this field, you must enter the customers area

We select the right client, the customer form will be launched

The Super Payer field is located in the "Customer information" box

The Super payer form will be launched

A new browser tab will start containing the 360 Report

To view the data, click on the inscription of this section.

The table contains columns such as:

For example, I chose the entity of the Company's MI Agreement

A form containing the Company's active MI agreements will be displayed

We choose the right contract

Universal Agreement of the Company

PRG Company Agreement

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