| # Activities (tdsmi2500m000) Use this session to view, enter, and maintain activities. Related topics Overview of Relation Management 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 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. Opportunity Type A way to classify opportunities with similar characteristics for sorting and selecting purposes. Activity An action that must be, or is carried out for a business partner or opportunity, for example paying for calls and registering phone calls or complaints. 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. Source The places, events, or methods where or through which business partners come in contact with your company (for example, a trade fair or an advertisement). Organizer The employee who organizes the activity. Note If the To iCalendar check box is selected, the following are applicable: The organizer is the sender of the appointment request. Organizers do not receive an appointment request. If this is required, the organizer must be added as a representative to the Representatives by Activity (tdsmi2130m000) session. To send appointment requests, the organizer's e-mail address must be entered in the Employees - People (bpmdm0101m000) session. Start Date The date and time the activity started. End Date The date and time the activity is completed. To iCalendar If this check box is selected, an appointment request can be sent to an external calendar application for the activity. Note Requests are sent to the calendars of the representatives as defined in the Representatives by Activity (tdsmi2130m000) session. Location The location where the activity takes place. Representative The sales representative who must execute this activity. All Day If this check box is selected, an all day appointment is applicable. Therefore, only the Start Date field must be filled, not the End Date. Phase The units of time that identify a particular stage or phase in the contact with the customer. For example, first contact (prospect) or regular customer (customer). Closed If this check box is selected, an activity is completed (definitely). Note The activity, closed, or not closed, can be removed using the Global Deletion of Activities (tdsmi2210m200) session. The activity can still be displayed or printed from the history. Text If this check box is selected, a text is present. Budget A plan of units or amounts allowed to be spent on certain objects such as departments, cost centers, items, or item groups. This plan can be evaluated with the actual figures afterwards, and it can be compared with other budgets. In addition, you can simulate different scenarios. Quotation A written proposal that offers goods or services for a certain price and terms of sale to a prospective purchaser upon request. Project An endeavour with a special objective to be met within the prescribed time and money limitations and that has been assigned for definition or execution. Sales Order An agreement that is used to sell items or services to a business partner according to certain terms and conditions. A sales order consists of a header and one or more order lines. The general order data such as business partner data, terms of payment, and terms of delivery are stored in the header. The data about the actual items to be supplied, such as price agreements and delivery dates, is entered on the order lines. Request for Quotation A purchasing document that is used as a request to suppliers to submit their terms (price, discount, delivery time, terms of payment, terms of delivery, and so on) for delivering a (quantity of a) product. You can send the request to a number of suppliers. The supplier, in turn, can submit quotations for the specified items. You can enter the quotation results into the system. This enables you to compare the prices and discounts that are offered by different suppliers. An accepted quotation can be copied to a contract, an order, or a price book. Purchase Order The number of the purchase order. Service Order The number of the service order. |