| # Customer 360 (tdsmi1500m000) Use this session to view, maintain, and specify 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. Related topics CRM – functionality Integration between LN and Twitter Employee Account Manager The manager who is responsible for maintaining relations with accounts, or business partners. Only show the Business Partners for Account Manager If this check box is selected, only the business partners that are relevant for the specific account manager are displayed. These are the sold-to business partners for which the Internal Sales Representative or the External Sales Representative fields in the Sold-to Business Partner (tccom4110s000) session have the same value as the Account Manager in the current session. If this check box is cleared, all business partners from the Sold-to Business Partners (tccom4510m000) session are displayed. Sold-to Contact Name The name of the sold-to business partner's contact. Related topics Integration between LN and Twitter 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. Related topics The business partner's credit limit Order blocking Order Balance The balance of outstanding orders. Related topics Business partner balances Order blocking Billing Request Balance The balance of billing requests. When you generate an invoice request, LN raises the open billing request amount by the order amount. When the business partner is invoiced, LN lowers the open billing request amount. LN then raises the open invoice amount or the open trade note amount, depending on the payment method you use for the business partner. Related topics Business partner balances Invoice Balance The total unpaid invoice amount. Related topics Business partner balances 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. Turnover The annual sales volume. 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. Picture Picture The business partner's picture, which is defaulted from the Picture field in the Business Partner (tccom4100s000) session. CRM, Sales, Execution, After Sales, and Miscellaneous If a check mark is displayed, data is available in the linked session. Business Partner Usually a customer's purchase department, the business partner who orders goods or services from your organization, that owns the configurations you maintain, or for whom you perform a project. The agreement with the sold-to business partner can include the following: 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. Allowed values Business Partner Status 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. Related topics Business partner status Expiry Date The expiry date and time of the business partner's status. If you leave this field empty, the status continues. Related topics Business partner status 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. Related topics Customs Authorization Overview 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. Related topics Customs Authorization Life Cycle One-Time Business Partner If this check box is selected, the business partner is a one-time business partner. Note When you process the billing request 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 multisite 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. Related topics Overview of enterprise modeling Intercompany transactions 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. If this check box is selected, on the appropriate menu, you can click Enterprise Modeling to start the Internal Business Partners (tcemm1122m000) session in which you can specify the business partner's 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. Related topics Intercompany transactions 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. Related topics Intercompany settlement transactions – setup I-Code The business partner's Intracom code. Related topics The Belgian Balance of Payments report data 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. Related topics Factoring 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. Related topics Business partner default data Text If this check box is selected, a text is present. New Appointment Starts the Appointment (tccom6600m100) session in which you can specify a new appointment. New Task Starts the Task (tccom6600m300) session in which you can specify a new task. New Call Starts the Call (tccom6600m200) session in which you can specify a new call. New Email Starts the Email (tccom6600m500) session in which you can specify a new e-mail. Price Simulator Starts the Price Simulator (tdpcg0200m300) session. New Sales Order Starts the Sales Order - Lines (tdsls4100m900) session. Invoice-to BP Turnover Starts the Invoice-to Business Partner Balances (tccom4513s000) session. Addresses by BP Starts the Addresses by Business Partner (tccom4133m000) session, in which you can view the addresses for the business partner by business partner role. Invoice-to BP Open Entries Starts the Invoice-to Business Partner Open Entries (tfacr2520m000) session, in which you can view sales invoices. Accounts Receivable 360 Starts the Accounts Receivable 360 (tfacr2560m000) session, in which you can view and maintain various types of accounts receivable information. Planned Inventory Transactions by Order Starts the Order - Planned Inventory Transactions (whinp1501m000) session, in which you can view planned inventory transactions by order. Planned Inventory Transactions by Item Starts the Planned Inventory Transactions (whinp1500m000) session, in which you can view planned inventory transactions by item. Inventory by Item and Warehouse Starts the Warehouse - Item Inventory (whwmd2515m000) session, in which you can view item inventory by warehouse. Inventory by Item, Warehouse, Location, Lot Starts the Warehouse - Item - Lots Inventory (whltc1505m000) session, in which you can view lots by warehouse. Promotions Starts the Promotions (tdpcg0140m000) session, in which you can view and maintain promotions for item promotion group, or business partner promotion groups. Attributes Starts the Attributes by Business Partner (tdsmi1101m000) session. Opportunities Starts the Opportunities (tdsmi1110m000) session in which you can view, specify, and maintain opportunities for a business partner. Quotations Starts the Sales Quotations (tdsls1500m000) session in which you can view, specify, maintain, and delete sales quotations. LN only displays open sales quotations, which are the quotations with the Created, Printed, and Modified status. Click All Quotations on the appropriate menu to view all sales quotations. Bids Starts the Bids (tpest3100m000) session in which you can view, specify, and maintain bids for a business partner. Activities Starts the Activities (tccom6100m000) session in which you can view, specify, and maintain activities for a business partner. Contacts Starts the Contacts by Business Partner Role (tccom4545m000) session in which you can view, specify, and maintain the contacts of the business partner. Notes Starts the Notes (tcstl1550m000) session in which you can view, specify, and maintain notes related to a business partner. Sales Orders Starts the Sales Orders (tdsls4100m000) session in which you can view, specify, maintain, and delete sales orders. LN only displays active sales orders, which are the orders for which parts must still be delivered. Sales Order Templates Starts the Sales Order Templates (tdsls2505m000) session in which you can view, specify, and maintain templates for the business partner. You can generate a sales order based on a template for the selected business partner. Sales Order History Starts the Sales Order History (tdsls4550m000) session in which you can view the history for the sales order. Sales Contracts Starts the Sales Contracts (tdsls3500m000) session in which you can view, specify, maintain, and delete/terminate sales contracts. LN only displays sales contracts with the Free or Active status. Click All Contracts on the appropriate menu to view all sales contracts. Sales Schedules Starts the Sales Schedules (tdsls3111m000) session in which you can view, specify, maintain, and delete sales schedules. LN only displays open sales schedules, which are the sales schedules with the Created, Adjusted, and Approved status. Click All Schedules on the appropriate menu to view all sales schedules. Sales Schedules History Starts the Sales Schedule History (tdsls3560m000) session in which you can view sales schedule history. Project Contracts Starts the Contracts (tpctm1100m000) session in which you can view, specify, maintain, and delete the contracts that are linked to the business partner. Projects Starts the Projects 360 (tppdm6500m100) session in which you can view, specify, maintain, and delete the Active projects that are linked to the business partner. Click Show All on the appropriate menu to view all projects. Project (PCS) Starts the Project 360 (tipcs0320m000) session in which you can view, specify, maintain, and delete the projects that are linked to the business partner. Production Orders Starts the Production Orders (tisfc0501m000) session in which you can view the production orders. LN only displays the uncompleted production orders, which are the orders with a status other than Completed, Closed, and Archived. Click Show All Orders on the appropriate menu to view all production orders. Service Calls Starts the Call List (tsclm1509m000) session in which you can view the calls that are linked to the business partner. LN only displays calls with the Registered, Assigned, and In Process status. Click Show All Calls on the appropriate menu to view all calls. Installation Groups Starts the Installation Groups (tsbsc1100m000) session in which you can view, specify, and maintain the installation groups that are linked to the business partner. Service Contract Quotes Starts the Contract Quotations (tsctm2100m000) session in which you can view, specify, and maintain service contract quotations for the business partner. Service Contracts Starts the Service Contracts (tsctm3100m000) session in which you can view, specify, maintain, and delete service contracts. LN only displays service contracts with the Free, or Active status. Click All Service Contracts on the appropriate menu to view all service contracts. Customer Claims Starts the Customer Claims (tscmm1100m000) session in which you can view, specify, maintain, and delete claims that are linked to the business partner. Service Quotes Starts the Service Order Quotations (tssoc1100m000) session in which you can view, specify, and maintain the service order quotations that are linked to the business partner. Service Orders Starts the Service Orders (tssoc2100m000) session in which you can view, specify, and maintain the service orders that are linked to the business partner. LN only displays service orders with the Free, Planned, and Released status. Maintenance Sales Quotes Starts the Maintenance Sales Quotations (tsepp1100m000) session in which you can view, specify, and maintain the maintenance sales quotations that are linked to the business partner. Maintenance Sales Orders Starts the Maintenance Sales Orders (tsmsc1100m000) session in which you can view, specify, and maintain maintenance sales orders. LN only displays open maintenance sales orders, which are the orders with the Free and In Process status. Click All Maintenance Sales Orders on the appropriate menu to view all maintenance sales orders. Invoicing 360 Starts the Invoicing 360 (cisli3600m000) session. Business Partner for Account Manager Only shows the business partners that are relevant for the account manager. These are the sold-to business partners for which the Internal Sales Representative field or the External Sales Representative field in the Sold-to Business Partner (tccom4110s000) session have te same value as the Account Manager in the current session. |