| # Appointments by Relation Management Employee (tdsmi2100s200) Use this session to register appointments for relation management employees. Related topics Relation Management - functionality Employee The number that identifies an employee. Start Date The date and time the activity started. Business Partner A party with whom you carry out business transactions, for example, a customer or a supplier. You can also define departments within your organization that act as customers or suppliers to your own department as business partners. The business partner definition includes: The organization's name and main address. The language and currency used. Taxation and legal identification data. You address the business partner in the person of the business partner's contact. The business-partner status determines if you can carry out transactions. The transactions type (sales orders, invoices, payments, shipments) is defined by the business partner's role. Role of BP Indicates the relationship between your organization and the business partner. The role defines the types of transactions you can carry out with the business partner. The business partners with different roles are linked by a common parent business-partner. Examples of business-partner roles: Sold-to business partner Pay-by business partner Note The role is important for the feature setting. Allowed values Role of B.P. Opportunity A group of activities, executed in the same period, that relate to the same business partner for promotion, sales, and distribution of a product or service. Sequence Number The sequence number of an activity for a relation or an opportunity. LN determines the sequence number by searching the history for the highest sequence number and raising this by ten. Activity The code that identifies an activity within LN. Contact The person employed by your business partner's organization, with whom you discuss business transactions. For example, you address questions, quotations, and follow-up calls, direct mail, and promotional gifts to the contact. The contact's data include the name, telephone number, e-mail address, and other details. End Date The date and time the activity is completed. Text If this check box is selected, a text is present. |