CRM – predefined variables in the Text Editor

If you use the Text Editor to define the layout of a letter or to create a selection expression, you can use predefined variables.

General predefined variables for business partners/opportunities/contacts/activities

Within order documents, addresses are stripped off empty fields. Such a stripped address is available by using the following fields:

cor.namaFirst field of Postal Address
cor.nambSecond field of Postal Address
cor.namcThird field of Postal Address
cor.namdFourth field of Postal Address
cor.nameFifth field of Postal Address
cor.namfSixth field of Postal Address
cor.ccty.dscaDescription of Postal Address Country
del.namaFirst field of Delivery Address
del.nambSecond field of Delivery Address
del.namcThird field of Delivery Address
del.namdFourth field of Delivery Address
del.nameFifth field of Delivery Address
del.namfSixth field of Delivery Address
del.ccty.dscaDescription of Delivery Address Country
pad.namaFirst field of Private Address
pad.nambSecond field of Private Address
pad.namcThird field of Private Address
pad.namdFourth field of Private Address
pad.nameFifth field of Private Address
pad.namfSixth field of Private Address
pad.ccty.dscaDescription of Private Address Country

 

Predefined variables for business partners
pldd_mcs034.dscaDescription of Price List
pcpr_com010.namaName of Parent Customer for Prices/Discounts
pctx_com010.namaName of Parent Customer for Texts
pctf_com010.namaName of Parent Customer for Finance
ccus_com010.namaName of Parent Customer for Statistics Update
iscn_com000.namaName 1 of Affiliated Company
iscn_com000.nambName 2 of Affiliated Company
iscn_com000.namcAddress 1 of Affiliated Company
iscn_com000.namdAddress 2 of Affiliated Company
iscn_com000.nameCity 1 of Affiliated Company
iscn_com000.namfCity 2 of Affiliated Company
iscn_com000.pstcZIP Code of Affiliated Company

 

Predefined variables for opportunities
mprj_com001.namaName of Assigned To
mprj_com012.namaName A of Postal Address
mprj_com012.nambName B of Postal Address
mprj_com012.namcAddress A of Postal Address
mprj_com012.namdAddress B of Postal Address
mprj_com012.nameCity A of Postal Address
mprj_com012.namfCity B of Postal Address
mprj_com012.pstcZIP Code of Postal Address

 

Predefined variables for contacts
cper_mcs122.dscaDescription of Attention
cper_mcs046.dscaDescription of Language
cper_mcs019.dscaDescription of Title
wadr_com012.namaName A of Work Address
wadr_com012.nambName B of Work Address
wadr_com012.namcAddress A of Work Address
wadr_com012.namdAddress B of Work Address
wadr_com012.nameCity A of Work Address
wadr_com012.namfCity B of Work Address
wadr_com012.pstcZIP Code of Work Address
padr_com012.namaName A of Private Address
padr_com012.nambName B of Private Address
padr_com012.namcAddress A of Private Address
padr_com012.namdAddress B of Private Address
padr_com012.nameCity A of Private Address
padr_com012.namfCity B of Private Address
padr_com012.pstcZIP Code of Private Address

 

Predefined variables for activities
acti_smi002.dscaDescription of Source
acti_smi003.dscaDescription of Phase
acti_smi004.dscaDescription of Jobtitle
acti_smi006.dscaDescription of Attention
empl_com001.namaName of Employee
crep_com001.namaName of Sales Representative

 

Predefined variable for selection expressions
bp.turnover.previous.yearThe turnover from the Invoice-to Business Partner Balances (tccom4513s000) session.

This value represents last year's turnover for all departments that belong to the financial company of:

  • The sales office that is linked to the business partner.
  • The current logistic company if this company is also a financial company and no sales office is linked to the business partner.

 

Example

bp.turnover.previous.year < 15000.00 and bp.turnover.previous.year > 0.0

Based on the selection expression, business partners that match the turnover criteria can be retrieved in the Mail Merge by Standard Letter (tdsmi2410m000) and Flexible Printing (tdsmi2410m100) sessions. You can, for example, send a letter to all business partners with a turnover value below 15000 and above 0.

The following limitations apply to the turnover:

  • The turnover value of only one financial company is calculated. Turnover of multiple financial companies are not totalized.
  • For a business partner, only one record can be retrieved from the Invoice-to Business Partner Balances (tccom4513s000) session.