CRM Parameters (tdsmi0100m000)

Use this session to set the parameters for customer relation management (CRM).

Field Information

Number Group

The number group for all opportunities.

Series

The series for all opportunities.

Default Opportunity Type

The default opportunity type for all opportunities.

Default Source

The default source for all opportunities.

Default Sales Process

The default sales process for all opportunities.

Default Attribute Set

The default attribute set for all opportunities.

Default Attribute Set

The default attribute set for all contacts.

General

The default attribute set for the general business partner.

Sold-to

The default attribute set for the sold-to business partner.

Ship-to

The default attribute set for the ship-to business partner.

Invoice-to

The default attribute set for the invoice-to business partner.

Pay-to

The default attribute set for the pay-to business partner.

Pay-by

The default attribute set for the pay-by business partner.

Buy-from

The default attribute set for the buy-from business partner.

Ship-from

The default attribute set for the ship-from business partner.

Invoice-from

The default attribute set for the invoice-from business partner.

General

The default attribute set for the potential general business partner.

Sold-to

The default attribute set for the potential sold-to business partner.

Ship-to

The default attribute set for the potential ship-to business partner.

Invoice-to

The default attribute set for the potential invoice-to business partner.

Pay-to

The default attribute set for the potential pay-to business partner.

Pay-by

The default attribute set for the potential pay-by business partner.

Buy-from

The default attribute set for the potential buy-from business partner.

Ship-from

The default attribute set for the potential ship-from business partner.

Invoice-from

The default attribute set for the potential invoice-from business partner.

Date Format

Specify the date format you want to use in the Mail Merge by Standard Letter (tdsmi2410m000) session.