| Relation Management Parameters (tdsmi0100s000) |  |
| Use this session to set the parameters for the Sales and Marketing Information (SMI) module. Note Use the Defaults for BP tab to set feature sets for business partners. Use the Defaults Potential BP tab to set feature sets for prospects. Use the Miscellaneous tab to set general parameters for the Relation Management module. Related topics Relation Management - master data
Fields | Description
Use Opportunity | If this check box is selected, you can use opportunities for a business relation. Several opportunities can exist at the same time for a business relation. Note You can maintain master data for the opportunity and the business relation in the Global Addition of Features (tdsmi2210m000) session.
General | Select the default feature set for the general business partner.
Sold-to BP | Select the default feature set for the sold-to business partner.
Ship-to BP | Select the default feature set for the ship-to business partner.
Invoice-to BP | Select the default feature set for the invoice-to business partner.
Pay-to BP | Select the default feature set for the pay-to business partner.
Pay-by BP | Select the default feature set for the pay-by business partner.
Buy-from Business Partner | Select the default feature set for the buy-from business partner.
Ship-from BP | Select the default feature set for the ship-from business partner.
Invoice-from Business Partner | Select the default feature set for the invoice-from business partner.
General | Select the default feature set for a potential general business partner.
Sold-to BP | Select the default feature set for a potential sold-to business partner.
Ship-to BP | Select the default feature set for a potential ship-to business partner.
Invoice-to BP | Select the default feature set for a potential invoice-to business partner.
Pay-to BP | Select the default feature set for a potential pay-to business partner.
Pay-by BP | Select the default feature set for a potential pay by business partner.
Buy-from Business Partner | Select the default feature set for a potential buy-from business partner.
Ship-from BP | Select the default feature set for a potential ship-from business partner.
Invoice-from Business Partner | Select the default feature set for a potential invoice-from business partner.
Opportunity | Use this parameter to specify the features that ERP LN must automatically add to the Opportunity (tdsmi1110s000) session.
Contact | Use this parameter to specify the features ERP LN must automatically add to the Contacts by Business Partner (tdsmi1520m000) session.
Display Max. Number of Text Lines | Specify the maximum number of feature text lines to be displayed.
Employee Per Zip Code/Postal Code | If this check box is selected, relation management employees are allocated to activities with business partners. The business partners are assigned to a range of ZIP Codes. This check box cannot be selected together with the Employee Per Area check box.
Employee Per Area | If this check box is selected, relation management employees are allocated to activities with business partners. The business partners are assigned to a range of areas. This check box cannot be selected together with the Employee Per ZIP Code/Postal Code check box.
Employee Per Line of Business | If this check box is selected, relation management employees are allocated to activities with business partners. The business partners are assigned to a range of lines of business.
Date Format | Specify the date format you want to use in the Mail Merge by Standard Letter (tdsmi2410m000) session.
Check on Duplicate Relations | When you enter a new relation, you can let ERP LN check on duplications. Use this field to indicate who you want ERP LN to check when you enter a new relation.
By Telephone | If this check box is selected, ERP LN checks whether duplicate telephone numbers exist among relations. The relations ERP LN checks, depend on the value of the Check on Duplicate Relations field.
By ZIP Code and Address | If this check box is selected, ERP LN checks whether duplicate ZIP codes or addresses exist among relations. The relations ERP LN checks, depend on the value of the Check on Duplicate Relations field.