The manager who is responsible for maintaining relations with
accounts, or business partners.
Customer 360 (tdsmi1500m000)Use this session to view, maintain, and create sold-to business partner-related data. With this session, LN provides an overview of customer information and enables an account manager to easily perform multiple customer-related tasks. In a company, account managers are responsible for maintaining relations with sold-to business partners, also referred to as customers, accounts, or trade relations. They spend a lot of time on handling business partner requests and proposals. Therefore, they must have a good insight in the status of the sold-to business partners they are responsible for. Because this session gives a quick overview of sold-to business partner information and easy access to sold-to business partner-related data, account managers are supported in their daily tasks of handling business partner requests and proposals in a flexible and correct way. How to use the Customer 360 (tdsmi1500m000) session If you select a sold-to business partner from the business partner list in the Customer 360 (tdsmi1500m000) session, information about the business partner is displayed. If you double-click a record, the Business Partner (tccom4100s000) session starts. The check marks under Sales, CRM, Execution, and After Sales indicate which data is available for the business partner. If you click a link, a session is started in which you can view, maintain, or create the business partner data. You can click the following links: CRM
Sales
Execution
After Sales
Account Manager The manager who is responsible for maintaining relations with
accounts, or business partners. Only show the Business Partners for Account Manager If this check box is selected, only the business
partners that are relevant for the specific account manager are displayed.
These are the sold-to business partners for which the Internal Sales Rep field, or the External Sales Rep field in the Sold-to Business Partners (tccom4110s000) session has the same value as the Account Manager in the current session. If this check box is cleared, LN displays all business partners from the Sold-to Business Partners (tccom4510m000) session. Name The name of the sold-to business partner's contact. E-Mail The sold-to contact's e-mail address. Office Phone The sold-to contact's office telephone number. Mobile Phone The sold-to contact's mobile telephone number. Credit Limit The maximum financial risk that you accept or are insured
against concerning an invoice-to business partner, or that an invoice-from
business partner accepts concerning you. When you create orders, LN continually checks that the total amount of created and invoiced orders does not exceed the credit limit. When you exceed the limit, LN gives a warning message. In the Sales Order Parameters (tdsls0100s400) session, you can select whether LN must display a warning message or block the sales order if the new order balance exceeds the credit limit. Order Balance The balance of outstanding orders. Billing Request Balance The balance of billing requests. When you generate an invoice request, LN raises the open billing request amount by the order amount. When the business partner is invoiced, LN lowers the open billing request amount. LN then raises the open invoice amount or the open trade note amount, depending on the payment method you use for the business partner. Invoice Balance The total unpaid invoice amount. Available Credit The balance of all unpaid invoices relating to one particular
business partner. Currency The business partner's standard business currency. Year The year to which the turnover amount applies. Turnover The annual sales volume. Picture The business partner's picture, which is defaulted from the Picture field in the Business Partner (tccom4100s000) session. CRM Opportunities If this check box is selected, opportunities are linked
to the business partner in the Opportunities (tdsmi1110m000) session. Quotations If this check box is selected, sales quotations are
available for the business partner in the Sales Quotations (tdsls1500m000) session. Activities If this check box is selected, activities are linked to
the business partner in the Activities (tccom6100m000) session. Contacts If this check box is selected, contacts are linked to
the business partner in the Contacts by Business Partner Role (tccom4545m000) session. Notes If this check box is selected, notes are linked to the
business partner in the Notes (tcstl1550m000) session. Sales Sales Orders If this check box is selected, sales orders are
available for the business partner in the Sales Orders (tdsls4100m000) session. Templates If this check box is selected, sales order templates
are available for the business partner in the Sales Order Templates (tdsls2505m000) session. You can directly generate a sales order based
on a template for the selected business partner. Sales Order History If this check box is selected, sales order history is
available for the business partner in the Sales Order History (tdsls4550m000) session. Sales Contracts If this check box is selected, sales contracts are
available for the business partner in the Sales Contracts (tdsls3500m000) session. Sales Schedules If this check box is selected, sales schedules are
available for the business partner in the Sales Schedules (tdsls3111m000) session. Sales Schedule History If this check box is selected, sales schedule history
is available for the business partner in the Sales Schedule History (tdsls3560m000) session. Project Contracts If this check box is selected, contracts available for
the business partner in the Contracts (tpctm1100m000) session. Execution Projects If this check box is selected, projects are linked to
the business partner in the Projects 360 (tppdm6500m100) session. PCS Projects If this check box is selected, PCS projects are linked
to the business partner in the Project Dashboard (tipcs0320m000) session. Production Orders If this check box is selected, production orders are
available for the business partner in the Production Orders (tisfc0501m000) session. After Sales Service Calls If this check box is selected, service calls are linked
to the business partner in the Call List (tsclm1509m000) session. Installation Groups If this check box is selected, installation groups are
available for the business partner in the Installation Group (tsbsc1100m000) session. Service Contract Quotes If this check box is selected, service contract
quotations are available for the business partner in the Contract Quotations (tsctm2100m000) session. Service Contracts If this check box is selected, service contracts are
available for the business partner in the Service Contracts (tsctm3100m000) session. Customer Claims If this check box is selected, customer claims are
available for the business partner in the Customer Claims (tscmm1100m000) session. Service Quotes If this check box is selected, service quotations are
available for the business partner in the Service Order Quotations (tssoc1100m000) session. Service Orders If this check box is selected, service orders are
available for the business partner in the Service Orders (tssoc2100m000) session. Maintenance Sales Quotes If this check box is selected, maintenance sales
quotations are available for the business partner in the Maintenance Sales Quotations (tsepp1100m000) session. Maintenance Sales Orders If this check box is selected, maintenance sales orders
are available for the business partner in the Maintenance Sales Orders (tsmsc1100m000) session. Business Partner Usually a customer's purchase department, the business partner
who orders goods or services from your organization, that owns the
configurations you maintain, or for whom you perform a project. The agreement with the sold-to business partner can include the following:
Search Key Use the search key to find a business partner. LN automatically fills this field with the first 16 positions of the business partner's name. The letters are converted into capitals. Address The business partner's address. House Number The business partner's house number. ZIP Code The business partner's ZIP code. City The city where the business partner resides. Status You can choose a status for the business partners, which
indicates whether you can trade with them or not. Allowed values Parent Business Partner The business partner that links the various business-partners
with different roles in a distributed business partner organization. If you define branches of one company as different business partners, the business partners must all have the same parent business partner. Title The title used on the
documents addressed to the business partner. Effective Date The date and time when the business partner's status takes
effect. If you leave this field empty, the status takes effect immediately. Expiry Date The expiry date and time of the business partner's status. If you leave this field empty, the status continues. Language The language used for documents addressed to the business partner.
If no document is available in this language, the document in the company
language is used. Currency The currency used for the initial transactions with the
business partner, for example, request for quotations, or sales quotations. On invoices LN uses the default currency you specify for the invoice-to business partner and invoice-from business partner roles. One-Time Business Partner If this check box is selected, the business partner is
a one-time business partner. Note When you process the billing request and print the invoice, the invoice address of one-time business partners is entered in Invoicing. Affiliated Company If this check box is selected, the business partner is
an affiliated company. The affiliated company is used in:
Note This check box is enabled if you have defined all the business partner roles for the business partner. Affiliated Company No. The company number of the affiliated company represented by the business partner. You can link a logistic company to only one business partner. Chamber of Commerce The business-partner's identification number at the chamber of
commerce. Commercial Identification An information field that you can use, for example, for the
business partner's identification number at a credit insurance company, such as
Dun & Bradstreet. Business Partner Texts If you select a business partner in this field, the text linked
to this business partner is printed on external documents. For example, you can print text linked to the sold-to business partner (special delivery agreements) on the shipping order printed for the ship-to business partner. If you leave this field empty, only text linked to the current business partner is printed on documents for the business partner. Address The business partner's default address. Contact The default contact for this business partner. Front Office ID The ID for the business partner generated by a front office
application. Internal Business Partner If this check box is selected, the business partner is
an internal business partner. In Invoicing you can only send invoices to and receive invoices from business partners. Therefore, if you want to invoice an enterprise unit of your own company, or if you receive invoices from an enterprise unit, you must define the enterprise unit as an internal business partner. You can link only one internal business partner to an enterprise unit. If you select this check box, on the appropriate menu, you can click Enterprise Modeling to start the Internal Business Partners (tcemm1122m000) session in which you can enter the business partner's enterprise unit. Note
Intercompany Settlement If this check box is selected, intercompany settlement transactions can be generated for the business partner. Note If the business partner is involved in intercompany settlement transactions, the invoice-from business partner must not be a subcontractor. If you select this check box:
I-Code The business partner's Intracom code. Factor If this check box is selected, the business partner
acts as a factor. If the factor
handles your invoices and collects payments from your customers, the factor
must have the pay-by role. If the factor collects payments on behalf of your
suppliers, the factor must have the pay-to role. Note Before you can select this check box, you must define the pay-by and the pay-to roles for the business partner. EU Company No. If the business partner is an internal business partner, this
is the enterprise unit's operational company. Collection Office If this check box is selected, the business partner is
considered a collection office. Creation Date The date the business partner data, business partner role data,
or business partner address data was created. Last Modification Date The date the business partner data, business partner role data,
or business partner address data was last modified. To be Verified If this check box is selected, you must still verify
the business partner's details or status. When you verify the business partner's details or status, clear the check box. Text If this check box is selected, a text is present.
New Appointment Starts the Appointment (tccom6600m100) session in which you can enter a new appointment. New Task Starts the Task (tccom6600m300) session in which you can enter a new task. New Call Starts the Call (tccom6600m200) session in which you can enter a new call. New Email Starts the Email (tccom6600m500) session in which you can enter a new e-mail. Price Simulator Starts the Price Simulator (tdpcg0200m300) session. New Sales Order Starts the Sales Order - Lines (tdsls4100m900) session. Invoice-to BP Turnover Starts the Invoice-to Business Partner Balances (tccom4513s000) session. Addresses by BP Starts the Addresses by Business Partner (tccom4133m000) session, in which you can view the addresses for
the business partner by business partner role. Invoice-to BP Open Entries Starts the Invoice-to Business Partner Open Entries (tfacr2520m000) session, in which you can view sales invoices. Accounts Receivable Dashboard Starts the Accounts Receivable 360 (tfacr2560m000) session, in which you can view and
maintain various types of accounts receivable information. Planned Inventory Transactions by Order Starts the Order - Planned Inventory Transactions (whinp1501m000) session, in which you can view planned inventory transactions by order. Planned Inventory Transactions by Item Starts the Planned Inventory Transactions (whinp1500m000) session, in which you can view planned inventory transactions by item. Inventory by Item and Warehouse Starts the Warehouse - Item Inventory (whwmd2515m000) session, in which you can view item inventory
by warehouse. Inventory by Item, Warehouse, Location, Lot Starts the Warehouse - Item - Lots Inventory (whltc1505m000) session, in which you can view lots by warehouse. Promotions Starts the Promotions (tdpcg0140m000) session, in which you can view and maintain promotions
for item promotion group, or business partner promotion
groups. Sales Order Templates Starts the Sales Order Templates (tdsls2505m000) session. Quotations Starts the Sales Quotations (tdsls1500m000) session. Sales Orders Starts the Sales Orders (tdsls4100m000) session. Sales Contracts Starts the Sales Contracts (tdsls3500m000) session. Sales Schedules Starts the Sales Schedules (tdsls3111m000) session. Sales Order History Starts the Sales Order History (tdsls4550m000) session. Project Contracts Starts the Contracts (tpctm1100m000) session. Opportunities Starts the Opportunities (tdsmi1110m000) session. Activities Starts the Activities (tccom6100m000) session. Contacts Starts the Contacts by Business Partner Role (tccom4545m000) session. Attributes Starts the Attributes by Business Partner (tdsmi1101m000) session. Service Orders Starts the Service Orders (tssoc2100m000) session. Service Quotes Starts the Service Order Quotations (tssoc1100m000) session. Maintenance Sales Orders Starts the Maintenance Sales Orders (tsmsc1100m000) session. Maintenance Sales Quotes Starts the Maintenance Sales Quotations (tsepp1100m000) session. Service Contracts Starts the Service Contracts (tsctm3100m000) session. Service Calls Starts the Call List (tsclm1509m000) session. Installation Groups Starts the Installation Group (tsbsc1100m000) session. Production Orders Starts the Production Orders (tisfc0501m000) session. Projects Starts the Projects 360 (tppdm6500m100) session. PCS Projects Starts the Project Dashboard (tipcs0320m000) session. Business Partner for Account Manager Only shows the business partners that are relevant for the
account manager. These are the sold-to business partners for which the Internal Sales Rep field, or the External Sales Rep field in the Sold-to Business Partners (tccom4110s000) session, have te same value as the Account Manager in the current session.
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