| # Relation Management Dashboard (tdsmi1500m000) Use this session to view, maintain, and create business partner-related data. With this session, LN provides an overview of sold-to or buy-from business partner information and enables an account manager or a buyer to easily perform multiple business partner-related tasks. Account managers Account managers are responsible for maintaining relations with sold-to business partners, also referred to as accounts, or trade relations. They spend a lot of time on handling business partner requests and proposals. As a result, they must have a good insight in the status of the sold-to business partners they are responsible for. Because this session gives a quick overview of sold-to business partner information and easy access to sold-to business partner-related data, account managers are supported in their daily tasks of handling business partner requests and proposals in a flexible and correct way. Buyers Buyers are responsible for procuring materials and for negotiating with various buy-from business partners and internal agencies on these materials. As a result, they spend a lot of time on tracking materials and answering supply-, quality-, and payment-related questions. Because this session gives a quick overview of buy-from business partner information and easy access to buy-from business partner-related data, the negotiation process is smoothened. How to use the Relation Management Dashboard (tdsmi1500m000) session If you select a sold-to/buy-from business partner from the business partner list in the Relation Management Dashboard (tdsmi1500m000) session, information about the business partner is displayed. If you double-click a record, the Business Partners (tccom4100s000) session starts. The check marks under Purchase, Sales, Service, and Miscellaneous 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 create the business partner data. You can click the following links: Purchase Purchase Orders Use the Purchase Orders (tdpur4100m000) session to view, enter, maintain, and delete purchase orders. LN only displays open purchase orders, which are the orders for which parts must still be received and, as a result, have a status other than Closed, and Canceled. You can click Any State on the appropriate menu to view all purchase orders. Purchase Item History Use the Purchase Item History by Business Partner (tdpur4551m100) session to view which items are purchased from a buy-from business partner. On the appropriate menu, you can choose to view only the received and invoiced items, or all purchased items. RFQ - BP You can use the Request for Quotation - Buy-from BP's (tdpur1505m000) session to view, enter, maintain, and delete requests-for-quotations (RFQs). LN only displays open RFQs, which are the RFQs with the status Created, Printed, Modified, and Returned. You can click All RFQ-BP on the appropriate menu to view all the RFQs that are linked to the business partner. Purchase Contracts You can use the Purchase Contracts (tdpur3100m000) session to view, enter, maintain, and delete/terminate purchase contracts. LN only displays purchase contracts with the Free, or Active status. You can click All Contracts on the appropriate menu to view all purchase contracts. Purchase Schedules You can use the Purchase Schedules (tdpur3110m000) session to view, enter, maintain, and delete purchase schedules. LN only displays purchase schedules with the Active, Termination in Process, and Schedule Positions Full status. You can click All Schedules on the appropriate menu to view all purchase schedules. Sales Sales Orders You can use the Sales Orders (tdsls4100m000) session to view, enter, maintain, and delete sales orders. LN only displays active sales orders, which are the orders for which parts must still be delivered. Quotations You can use the Sales Quotations (tdsls1500m000) session to view, enter, maintain, and delete sales quotations. LN only displays open sales quotations, which are the quotations with the status Created, Printed, and Modified. You can click All Quotations on the appropriate menu to view all sales quotations. Sales Contracts You can use the Sales Contracts (tdsls3500m000) session to view, enter, maintain, and delete/terminate sales contracts. LN only displays sales contracts with the Free, or Active status. You can click All Contracts on the appropriate menu to view all sales contracts. Sales Item History Use the Sales Item History by Business Partner (tdsls4551m100) session to view which items are sold to a sold-to business partner. On the appropriate menu, you can choose to view only the delivered and invoiced items, or all sold items. Sales Schedules You can use the Sales Schedules (tdsls3111m000) session to view, enter, maintain, and delete sales schedules. LN only displays open sales schedules, which are the sales schedules with the status Created, Adjusted, and Approved. You can click All Schedules on the appropriate menu to view all sales schedules. Quick Sales Order Entry You can use the Sales Order - Lines (tdsls4100m900) session to quickly enter a new sales order for an external business partner. Templates You can use the Sales Order Templates (tdsls2505m000) session to directly generate a sales order based on a template for the selected business partner. Service Service Orders You can use the Service Orders (tssoc2100m000) session to view, enter, and maintain the service orders that are linked to the business partner. LN only displays service orders with the Free, Planned, and Released status. You can click All Service Orders on the appropriate menu to view all service orders. Mnt Sales Orders You can use the Maintenance Sales Orders (tsmsc1100m000) session to view, enter, and maintain maintenance sales orders. LN only displays open maintenance sales orders, which are the orders with the status Free, and In Process. You can click All Maintenance Sales Orders on the appropriate menu to view all maintenance sales orders. Service Contracts You can use the Service Contracts (tsctm3100m000) session to view, enter, maintain, and delete service contracts. LN only displays service contracts with the Free, or Active status. You can click All Service Contracts on the appropriate menu to view all the service contracts that are linked to the business partner. Service Calls You can use the Call List (tsclm1509m000) session to view the calls that are linked to the business partner. LN only displays calls with the Registered, Assigned, and In Process status. You can click Show All Calls on the appropriate menu to view all calls. Miscellaneous Production Orders You can use the Production Orders (tisfc0501m000) session to view the production orders. LN only displays the not yet completed production orders, which are the orders with a status other than Completed, Closed, and Archived. However, if you click Show All Orders on the appropriate menu, LN displays all production orders. Activities You can use the Activities (tdsmi2500m000) session to view, enter, maintain, and delete business partner-related activities. LN only displays the activities for the relevant business partner that are not closed. An activity is closed if the Closed check box is selected in the Activities (tdsmi2500m000) session. Projects You can use the Projects 360 Degree View (tppdm6500m100) session to view, enter, maintain, and delete the Active projects that are linked to the business partner. You can click Show All on the appropriate menu to view all projects. PCS Projects You can use the Project Dashboard (tipcs0320m000) session to view, enter, maintain, and delete the projects that are linked to the business partner. Related topics Business partners Relation Management - functionality Account Manager The manager who is responsible for maintaining relations with accounts, or business partners. Buyer The employee of your company who is the contact to the concerned buy-from business partner. The buyer is also known as the purchasing agent. 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 Rep field, or the External Sales Rep field in the Sold-to Business Partners (tccom4110s000) session has the same value as the Account Manager in the current session. If this check box is cleared, LN displays all business partners from the Sold-to Business Partners (tccom4510m000) session. Only show the Business Partners for Buyer If this check box is selected, only the business partners that are relevant for the specific buyer are displayed. These are the buy-from business partners for which the Buyer field in the Buy-from Business Partners (tccom4120s000) session has the same value as the Buyer in the current session. If this check box is cleared, LN displays all business partners from the Buy-from Business Partners (tccom4120s000) session. Sold-to Contact Name The name of the sold-to business partner's contact. Telephone The sold-to contact's telephone number. Direct Dial The sold-to contact's direct telephone number. E-Mail The sold-to contact's e-mail address. Buy-from Contact Name The name of the buy-from business partner's contact. Telephone The buy-from contact's telephone number. Direct Dial The buy-from contact's direct telephone number. E-Mail The buy-from contact's e-mail address. Business Partner Balances Invoice To 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 select whether LN must display a warning message or block the sales order if the new order balance exceeds the credit limit. Related topics The business partner's credit limit Order blocking Invoice To Order Balance The balance of outstanding orders. Related topics Business partner balances Order blocking Invoice To BR Balance The balance of billing requests. When you generate an invoice request, LN raises the open billing request amount by the order amount. When LN invoices the business partner, it lowers the open billing request amount. ERP 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 To Inv. Balance The total unpaid invoice amount. Related topics Business partner balances Invoice To Available Credit The balance of all unpaid invoices relating to one particular business partner. Invoice From 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. Related topics The business partner's credit limit Order blocking Invoice From Order Balance The balance of outstanding orders. Related topics Business partner balances Order blocking Invoice From Inv. Balance The total unpaid invoice amount. Related topics Business partner balances Invoice From Available Credit The balance of all unpaid invoices relating to one particular business partner. Currency The business partner's standard business currency. Purchase Purchase Orders If this check box is selected, purchase orders are available for the business partner in the Purchase Orders (tdpur4100m000) session. RFQ - BP If this check box is selected, requests for quotations are linked to the business partner in the Request for Quotation - Buy-from BP's (tdpur1505m000) session. Purchase Contracts If this check box is selected, purchase contracts are available for the business partner in the Purchase Contracts (tdpur3100m000) session. Pur. Schedules If this check box is selected, purchase schedules are available for the business partner in the Purchase Schedules (tdpur3110m000) session. Sales Sales Orders If this check box is selected, sales orders are available for the business partner in the Sales Orders (tdsls4100m000) session. Quotations If this check box is selected, sales quotations are available for the business partner in the Sales Quotations (tdsls1500m000) session. Sales Contracts If this check box is selected, sales contracts are available for the business partner in the Sales Contracts (tdsls3500m000) session. Sales Schedules If this check box is selected, sales schedules are available for the business partner in the Sales Schedules (tdsls3111m000) session. Quick Sales Order Entry If this check box is selected, you can enter a new sales order for the business partner in the Sales Order - Lines (tdsls4100m900) session. Templates If this check box is selected, sales order templates are available for the business partner in the Sales Order Templates (tdsls2505m000) session. You can directly generate a sales order based on a template for the selected business partner. Service Service Orders If this check box is selected, service orders are available for the business partner in the Service Orders (tssoc2100m000) session. Mnt Sales Orders If this check box is selected, maintenance sales orders are available for the business partner in the Maintenance Sales Orders (tsmsc1100m000) session. Service Contracts If this check box is selected, service contracts are available for the business partner in the Service Contracts (tsctm3100m000) session. Service Calls If this check box is selected, service calls are linked to the business partner in the Call List (tsclm1509m000) session. Miscellaneous Production Orders If this check box is selected, production orders are available for the business partner in the Production Orders (tisfc0501m000) session. Activities If this check box is selected, activities are linked to the business partner in the Activities (tdsmi2500m000) session. Projects If this check box is selected, projects are linked to the business partner in the Projects 360 Degree View (tppdm6500m100) session. PCS Projects If this check box is selected, PCS projects are linked to the business partner in the Project Dashboard (tipcs0320m000) session. Business Partner sold-to business partner/ buy-from 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. Address The business partner's address. ZIP Code The business partner's ZIP code. City The city where the business partner resides. Status You can choose a status for the business partners, which indicates whether you can trade with them or not. Allowed values Business Partner Status Parent BP 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. Business Partners Search by Address Criteria Starts the Search by Address Criteria (tdsls0270m000) session, in which you can search for a business partner. Features by Business Partner Starts the Features by Business Partner (tdsmi1101m000) session, in which you can view and maintain feature definitions, or feature sets by business partner. Contacts Starts the Contacts by Business Partner (tccom4545m000) session. Addresses by BP Starts the Addresses (tccom4530m000) session, in which you can view addresses. Invoice-to BP Open Entries Starts the Invoice-to Business Partner Open Entries (tfacr2520m000) session, in which you can view sales invoices. Invoice-from BP Open Entries Starts the Invoice-from Business Partner Open Entries (tfacp2520m000) session, in which you can view open invoices. Accounts Receivable Dashboard Starts the Accounts Receivable Management Dashboard (tfacr2560m000) session, in which you can view and maintain various types of accounts receivable information. Clusters Starts the Clusters (tsbsc1100m000) session, to view the clusters in which serialized items are grouped. Opportunities by Business Partner Starts the Opportunities (tdsmi1510m000) session, in which you can view and maintain opportunities. Activities (History) Starts the Activities (History) (tdsmi2505m000) session, in which you can view the activities that are closed. Appointments by Representative Starts the Appointments by Representative (tdsmi2500m100) session, in which you can view appointments by sales representative. Appointments by Relation Management Employee Starts the Appointments by Relation Management Employee (tdsmi2500m200) session, in which you can view appointments by employee. 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. Price Simulator Starts the Price Simulator (tdpcg0200m300) session, in which you can simulate sales prices. Promotions Starts the Promotions (tdpcg0140m000) session, in which you can view and maintain promotions for item promotion group, or business partner promotion groups. BP 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 Rep field, or the External Sales Rep field in the Sold-to Business Partners (tccom4110s000) session has te same value as the Account Manager in the current session. BP for Buyer Only shows the business partners that are relevant for the buyer. These are the buy-from business partners for which the Buyer field in the Buy-from Business Partners (tccom4120s000) session has the same value as the Buyer in the current session. All Business Partners Shows all business partners from the Business Partners (tccom4500m000) session. Purchase Contracts Starts the Purchase Contracts (tdpur3100m000) session. RFQ - BP Starts the Request for Quotation - Buy-from BP's (tdpur1505m000) session. Purchase Orders Starts the Purchase Orders (tdpur4100m000) session. Purchase Schedules Starts the Purchase Schedules (tdpur3110m000) session. Purchase Item History Starts the Purchase Item History by Business Partner (tdpur4551m100) session. Sales Contracts Starts the Sales Contracts (tdsls3500m000) session. Quotations Starts the Sales Quotations (tdsls1500m000) session. Sales Orders Starts the Sales Orders (tdsls4100m000) session. Sales Schedules Starts the Sales Schedules (tdsls3111m000) session. Quick Sales Order Entry Starts the Sales Order - Lines (tdsls4100m900) session. Templates Starts the Sales Order Templates (tdsls2505m000) session. Sales Item History Starts the Sales Item History by Business Partner (tdsls4551m100) session. Service Contracts Starts the Service Contracts (tsctm3100m000) session. Mnt Sales Orders Starts the Maintenance Sales Orders (tsmsc1100m000) session. Service Orders Starts the Service Orders (tssoc2100m000) session. Service Calls Starts the Call List (tsclm1509m000) session. Activities Starts the Activities (tdsmi2500m000) session. Projects Starts the Projects 360 Degree View (tppdm6500m100) session. Production Orders Starts the Production Orders (tisfc0501m000) session. |