| # Contacts by Business Partner Role (tccom4545m000) Use this session to view, enter, and maintain the contacts by business partner role. Note If you double-click a record, the Contact (tccom1640m000) session is started. If a contact represents the business partner in a specific role, the contact appears on the Contacts tab of the relevant business partner session. The Contacts tab refers to the Contacts by Business Partner Role (tccom4545m000) session and appears in these sessions: Business Partner (tccom4100s000) Sold-to Business Partner (tccom4110s000) Buy-from Business Partner (tccom4120s000) Invoice-to Business Partner (tccom4112s000) Invoice-from Business Partner (tccom4122s000) Pay-by Business Partner (tccom4114s000) Pay-to Business Partner (tccom4124s000) Ship-to Business Partner (tccom4111s000) Ship-from Business Partner (tccom4121s000) Related topics Business partner contacts Integration between ERP Enterprise and Twitter Business Partner The business partner to whom the contacts are linked. Related topics Integration between ERP Enterprise and Twitter Contact The contact linked to the business partner role. Related topics Integration between ERP Enterprise and Twitter Full Name The contact's first, middle, and last name. Job Title The contact's job title. Primary Phone The contact's primary phone number. E-mail The contact's e-mail address. Department The department used for the business partner role(s). Note A department can only be specified for the following roles: Invoice-to Invoice-from Pay-by Pay-to Related topics Business partner data by financial company Search Key The contact by business partner role's search key, which is inserted when a new contact is added to this session. You can change the search key. Default value The contact's Search Key Als een contact toegevoegd gaat worden aan een business partner dan wordt die search key gevuld met de search key van het contact. Related topics To use search keys Salutation The salutation for the contact. Title The title used on the documents addressed to the contact. Initials The contact's initials, which are generated based on the value of the Initials Based On field in the COM Parameters (tccom0000s000) session. First Name The contact's first name. Last Name The contact's last name. Middle Name The contact's middle name. Given Name The name by which the contact is known. Default value This name is defaulted from the First Name field. Suffix Any character behind the last name. Search Key The contact's search key. Default value The first 16 characters of the Last Name field. Related topics To use search keys Type Use this field to select the contact's status. Allowed values Contact Type Promotion The application of an additional discount, value off, or premium to a sales order based on predefined order levels of selected items. Two basic types of promotions exist: order level and line level. 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). Gender The contact's gender. Language The contact's preferred language. Birthday The contact's birthday. Business Partner The contact's general business partner, which is the contact's employer. Department The contact's department. Assistant The contact's assistant. Buyer Role A classification of a contact's role in the decision making process related to an opportunity. With this classification, sales representatives know, for example, how to approach a contact to win a deal. A buyer role can be, for example, economic buyer, decision maker, influencer. Work Address The contact's work address. Private Address The contact's private address. Do not call If this check box is selected, the contact does not want to receive phone calls. Office Phone The phone number at the business address. Primary Office Phone If this check box is selected, the office phone number is the contact's primary phone number. Extension for Office Phone The direct distance dialing number at the business address. Primary Office Phone 2 If this check box is selected, the Extension for Office Phone is the contact's primary phone number. Home Phone The contact's home phone number. Primary Home Phone If this check box is selected, the home phone number is the contact's primary phone number. Mobile Phone The contact's mobile phone number. Primary Mobile Phone If this check box is selected, the mobile phone number is the contact's primary phone number. Fax The contact's fax number at the business address. Opted Out If this check box is selected, the contact does not want to receive promotional e-mail messages. Messenger Type The type of messenger the contact uses. Created by The user who first created and saved this contact data. Date Created The date on which this contact data is first created and saved. Last Modified by The user who last modified and saved this contact data. Date Last Modification The date on which this contact data is last modified and saved. Synchronize If this check box is selected, the contact must be synchronized with Microsoft Exchange. Note This check box is only visible if the Series check box is selected in the COM Parameters (tccom0000s000) session. Related topics Synchronizing CRM contacts and activities to Microsoft Exchange Active If this check box is selected, the contact is active and can be used. Important! If you change a contact from active to inactive, ERP Enterprise checks whether the contact is the primary contact for one of the business partner roles. If this is the case, before you can inactivate the contact, you must first delete the contact as the primary contact for the business partner role, or assign another contact as the primary contact. Role I If this check box is selected, the contact represents the business partner in this role. Primary If this check box is selected, the contact is the primary contact for the business partner role. Note If this check box is selected, the contact is inserted as the primary contact in the business partner session related to the role. If the primary contact is deleted in the business partner session related to the role, ERP Enterprise also clears the Primary check box in the Contacts by Business Partner Role (tccom4545m000) session, and vice versa. One contact can be the primary contact for a combination of Business Partner, Role, and Department. Contacts by Business Partner Roles Starts the Contacts by Business Partner Role (tccom4545m000) session in which you can view, enter, and maintain contacts by business partner role. Details Starts the Contact (tccom1640m000) session in which you can view, enter, and maintain contact data. Show All Contacts If this command is marked, all contacts are displayed that are linked to the business partner. If this command is not marked, only contacts are displayed that are linked to the relevant business partner role. |