| # My Customers (tdsmi8353m000) Use this Web part to view customers for which a particular sales representative is responsible. The icons on the map represent customers. Note You can start this Web part separately or from your Role Based Home Page. To show customers on a map, you can use Bing Maps or Open Street View. Customers with the sold-to business partner role and the particular sales representative specified in the Internal Sales Representative field in the Sold-to Business Partners (tccom4510m000) session, are displayed. The toolbar at the top of this Web part shows icons to refresh your data and to set the zoom level to include all customers. Customer business information You can view the following customer information: General information Move the mouse pointer over a customer icon. Detailed information Click a customer icon. An information bar is displayed from which you can click icons to access the following information panels: Company Primary contact Transactions Turnover Information panels The following information is shown: Company Shows the customer's name, address, Web site, and social media. A social media icon is displayed only if the type and URL are specified in ERP Enterprise. Primary contact Shows the primary contact's full name, job title, department, phone, and e-mail. Transactions Shows transactions that are linked to the customer. The total number of linked transactions is shown for a transaction icon. You can use the following transaction icons to start these ERP Enterprise sessions: Activities Shows activities for which the Status is Planned, Not Started, Draft, Waiting on Someone Else, Deferred, and In Process in the Activities (tccom6100m000) session. Notes Starts the Notes (tcstl1550m000) session. Opportunities Shows opportunities for which the Status is Preliminary, In Process, and Dead in the Opportunities (tdsmi1110m000) session. Sales quotations Shows sales quotations for which the Status is not Processed in the Sales Quotations (tdsls1500m000) session. Sales orders Shows sales orders for which the Order Status is not Closed in the Sales Quotations (tdsls1500m000) session. Sales contracts Shows sales contracts in the Sales Contracts (tdsls3500m000) session. Turnover Shows the turnover of the last five years. If you click on a year bar in the turnover panel, the Invoice-to Business Partner Balances (tccom4513m000) session is started. Related topics Business partner balances Integration between ERP Enterprise and Bing Maps Integration between ERP Enterprise and Twitter ERP Enterprise Workbench Application Installation Guide (U9732 US) ERP Enterprise (LN) Role Based Home Pages Administration Guide (U9738 US) |