SMS Center
How to use SMS Center in Quotations & Sales Orders: access, working steps, fields, related records and troubleshooting.
Purpose and access
Build a quotation from the agreed items, prices and terms, then create the sales order after confirmation. Review currency, dates, taxes, warehouse and fulfillment information before submission.
This page is a settings page in Sales & Marketing → Quotations & Sales Orders. Use the link above to open the configured destination; permissions are checked by the destination service.
Before you start
Prepare the required information: Message.
Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.
Working steps
- Open SMS Center from Sales & Marketing → Quotations & Sales Orders, or use ERP Search.
- Review the existing configuration before editing.
- Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- Use any additional workflow actions only when the record and your role provide them. Saving this record does not automatically complete a related transaction or external action.
Field reference
These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.
| Field | Type / behavior | How to use it |
|---|---|---|
Send Tosend_to | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Customercustomer | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Customer |
Suppliersupplier | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Supplier |
Sales Partnersales_partner | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Sales Partner |
Departmentdepartment | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Department |
Branchbranch | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Branch |
Receiver Listreceiver_list | Code Optional | Administrator/integration field. Use a validated configuration or supported script and test its impact before deployment. |
Messagemessage | Text Required | Messages greater than 160 characters will be split into multiple messages |
Total Characterstotal_characters | Int Optional · Read-only | Enter a whole-number value. |
Total Message(s)total_messages | Int Optional · Read-only | Enter a whole-number value. |
Troubleshooting
- Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
- Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
- Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
- Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.