Working with the Customer 360 (tdsmi1500m000) session

Use this session to view and maintain sold-to business partner-related data. This session provides an overview of customer information and enables an account manager to perform multiple customer-related tasks.

For a sold-to business partner selected from the list, the check boxes in the Presales, Sales, Execution, After Sales, and Miscellaneous group boxes indicate if related data is maintained. You can click the entity to access the corresponding session, wherein you can view and maintain the related data.

You can also select a sold-to business partner from the list to view the related data in these formats:

Donuts: The Credit Information and Balances donuts display the credit and balance amount data for the selected sold-to business partner. You can click the donut to access the corresponding session, wherein you can view the related transactions.
Note:
- These options are displayed for the Credit Information donut: Consumed Credit, Available Credit, Exceeded Credit.
- These options are displayed for the Balances donut: Order Balance, Composed Invoice Balance, Balance Receivable.
Graphs: The Turnover, Total Overdue, Total Open Invoice Balance, Delivery data is displayed in a graphical format, in the Graphs group box. These graphs are available:
- Turnover
- Invoice Overdue
- Delivery Performance Trend

Field Information

Account Manager

account manager

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

Name

The name of the sold-to business partner's 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.

Mobile

The sold-to contact's mobile telephone number.

Credit Information

Currency

currency

Credit Limit

credit limit

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

order balance

Balance Receivable

invoice balance

Available Credit

open balance

Turnover Overview

Currency: The business partner's standard business currency.
Year: The year to which the turnover amount applies.
Turnover: turnover

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.

These graphs can be selected:

Delivery Performance
Shows the percentage of sales order lines that are delivered on time in comparison with all sales order lines delivered to the business partner, for the last 12 months.
Turnover
Shows the turnover for the business partner, for the last 5 years.
Invoice Overdue
Shows the open balance versus the total amount of overdue invoices for the business partner.

See Customer graphs.

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: industry code
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

sold-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.

Allowed values

Active

If the business partner (role) status is Active, you can use the business partner for business transactions. You must define the period for which the business partner is Active. If the period is expired, the actual status of the business partner becomes Inactive, and you cannot use the business partner anymore.

Inactive

If the business partner (role) status is Inactive, you cannot use the business partner for business transactions.

You cannot enter an effective date and an expiry date for the Inactive status.

Prospect

You can use the Prospect business partner (role) if you enter general business partner data but you do not enter details for a specific role. If no details for a specific role are defined, you cannot enter, for example, sales orders or purchase contracts because the sold-to role or buy-from role is not specified.

You must define the period for which the business partner is Prospect. If the period is expired, the actual status of the business partner becomes Inactive, and you cannot use the business partner anymore.

Not Specified

Parent Business Partner

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, such as for request for quotations and 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 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.

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 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.

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 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.