| # Representatives by Activity (tdsmi2130m000) Use this session to view, enter, and maintain the sales representatives who are linked to an activity. This session appears as a satellite in the Activity (tdsmi2600m000) session. Note If the To iCalendar check box is selected for the activity, an Organizer can send appointment requests to the e-mail addresses of the sales representatives defined in this session. If an organizer also wants to receive an appointment request, the organizer must be added as a representative to the current session. The representative who is defined in the Activity (tdsmi2600m000) session is the main sales representative. This representative is automatically inserted in this session and cannot be removed from this session. 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 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 business partner or an opportunity. ERP LN determines the sequence number by searching the history for the highest sequence number and raising this by ten. Representative The sales representative who must execute this activity. E-Mail The sales representative's e-mail address. To iCalendar If this check box is selected, appointment requests can be sent to the external calendars of the representatives as defined in the current session. Note If an appointment request has been sent to a representative who, afterwards, is removed from the activity, a cancellation request will be sent to the representative. To Send If this check box is selected, changes are made to the activity, which must be communicated to the representatives. ERP LN selects this check box if the following fields are changed for the activity: All Day Start Date End Date Location Sent If this check box is selected, appointment requests have been sent to the external calendars of the representatives for the activity. This check box can only be selected if the following are applicable: The Update iCalendar command is executed in the Activity (tdsmi2600m000) session. E-mail addresses are defined for the representatives. E-mail address Starts the Employees - People (bpmdm0101m000), in which you can view, enter, and maintain a representative's e-mail address. |