| Customer 360 (tdsmi1500m000) Use this session to view, specify, and maintain sold-to business partner-related data. With this
session, LN provides an
overview of customer information and enables an account manager to perform multiple customer-related tasks. 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 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 specify the business partner
data. Account Manager The manager who is responsible for maintaining relations with
accounts, or business partners. To only view the business partners for the account manager,
click Apply Filter. Consequently, the sold-to business
partners with the current account manager specified in the Internal Sales Representative or External Sales Representative fields in the Sold-to Business Partners (tccom4510m000) session, are displayed. Sold-to Contact E-Mail The sold-to contact's e-mail address. Do not call If this check box is selected, the contact does not want to receive phone
calls. Office The sold-to contact's office telephone number. Primary Office Phone If this check box is selected, the office phone number is the contact's
primary phone number. Mobile The sold-to contact's mobile telephone number. Primary Mobile Phone If this check box is selected, the mobile phone number is the contact's
primary phone number. Credit Information Currency A generally accepted medium of exchange such as coins, treasury
notes, and banknotes. The following currency types are available in LN: - Home currency, which is used internally by companies to
calculate costs, record budgets, and register tax amounts
- Transaction currency, which is used in transactions with
business partners, such as orders and invoices
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 specify whether LN must display a
warning message or block the sales order when the new order balance exceeds the
credit limit. Order Balance The balance of outstanding orders. Invoice Balance The total unpaid invoice amount. Available Credit The balance of all unpaid invoices relating to one particular
business partner. Turnover Overview Currency The business partner's standard business currency. Year The year to which the turnover amount applies. Picture Picture The business partner's picture, which is defaulted from the Picture field in the Business Partner (tccom4100s000) session. Graphs The type of graph that is displayed. Business Information Area The area in which the sold-to business partner is established. Sales Territory The sales territory to which the sold-to business partner is linked. Line of Business The sold-to business partner's line of business, which is used as a sorting criterion for the sales statistics. Industry Code The codes that classify business partners by type of business
based on a code list, as determined by the government authorities. These codes
can be used to segment customers for territory management and campaigns.
Examples of industry coding systems are: SIC (Standard Industrial
Classification) and NAICS (North American Industry Classification
System). Number of Employees The number of employees that are working for the business
partner. Annual Revenue The sold-to business partner's annual revenue. Annual Revenue Currency The currency in which the annual revenue is
expressed. Ownership A definition of the ownership, such as private, public, or
investment company. Rating The rating assigned to the sold-to business partner. Presales, Sales, Execution, After Sales, and Miscellaneous If a check mark is displayed, data is available in the linked session. Business Partner The business partner who orders goods or services from your
organization, who owns the configurations you maintain, or for whom you perform
a project. Usually a customer's purchase department. The agreement with the sold-to business partner can include: - Default price and discount agreements
- Sales order defaults
- Delivery terms
- The related ship-to and invoice-to business partner
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. Name The business partner's name. 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. Country The country where the business partner resides. Access Number The country's international access-number for the
telephone. Telephone The main telephone number. Status You can specify a status for the business partner, which
indicates whether you can trade with the business partner or not. 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. One-Time Business Partner If this check box is selected, the business partner is
a one-time business partner. Note When you process the invoicing batch and print the invoice, the invoice address of one-time business
partners is specified in Invoicing. Affiliated Company If this check box is selected, the business partner is
an affiliated company. The affiliated company is used in: - The multicompany master plan to distinguish the dependent demand from the independent demand
when analyzing the order file in Enterprise Planning.
- Multicompany electronic data interchange to determine the
company for which an internal EDI message is meant.
- Financials, to generate a reconciliation report for
the companies for which LN generates intercompany settlements.
Note This check box is enabled if you specified
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, as the
business partner's identification number at a credit insurance company. 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. 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
send invoices to and receive invoices from business partners. If you want to
invoice an enterprise unit of your own company, or if you receive invoices from
an enterprise unit, you must specify the enterprise unit as an internal
business partner. You can link only one internal business partner to an
enterprise unit. Note - You can select this check box only when you create a new
business partner.
- Before you can select his check box, you must first specify
all the business partner roles.
- To remove the link between the business partner and the
enterprise unit, clear this check box and save the data.
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: - LN clears the One-Time Business Partner check box.
- You cannot select the Self-Billing check
box in the Buy-from Business Partner (tccom4120s000) session.
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 specify 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. | |