| | Attributes by Business Partner (tdsmi1101m000) Business Partner A party with whom you carry out business transactions, for
example, a customer or a supplier. You can also define departments within your
organization that act as customers or suppliers to your own department as
business partners. The business partner definition includes: - The organization's name and main address.
- The language and currency used.
- Taxation and legal identification data.
You address the business partner in the person of the
business partner's contact. The business-partner status determines if you can
carry out transactions. The transactions type (sales orders, invoices,
payments, shipments) is defined by the business partner's role. Role of BP Indicates the relationship between your organization and the
business partner. The role defines the types of transactions you can carry out
with the business partner. The business partners with different roles are
linked by a common parent business-partner. Examples of business-partner roles: - Sold-to business partner
- Pay-by business partner
Attribute Used to record distinctive information on (potential) business
partners, contacts, opportunities, or activities and to segment data when
specifying a batch selection for generating activities, mail merge (letters),
or flexible reports. Example | Attribute | Description | Type | Details |
|---|
| sf | Is
the person a soccer fan? | Option | Options are Yes and No;
default is No | | fc | Favorite soccer club | Alphanumeric | Default is <blank> | | conv | How did you value this
conversation? | Alphanumeric | No defaults | | ccb | Can I call you back next week? | Option | Options are Yes and No; default is No | | lunch | Should bring own lunch | Option | Options are Yes and No; default is No | | dressc | What is the dress code? | Option | Options are formal and casual (default) | | comp | Main competitor | Alphanumeric | No defaults | | terr | Territory | Option | Options are East and West |
| Attribute set | Description | Attributes |
|---|
| CON | Default
attribute set for contacts | sf, fc | | BP | Default
attribute set for business partners | sf,
fc | | CALL | Default attribute set for calls | conv,
ccb | | APP | Default attribute set for appointments | lunch, dressc | | OPP | Default attribute set for
opportunities | comp, terr |
Attribute The description of the attribute. Make the attribute short and
clear as it is displayed and printed in many places. Help You can enter a sort of help text with the text editor, which
you can use for extra information on the attribute in question. | |