<?xml version="1.0" encoding="utf-8"?>
<Session ID="/baanerp/td/smi/tdsmi8353m000" xml:lang="en">
   <Header>
      <Title>My Customers (tdsmi8353m000)</Title>
   </Header>
   <HelpTopic>
      <AimSection>
         <Paragraph>Use this Web part to view customers for which a particular <Link href="/baanerp/td/glossary/glossary#000160" role="glossary">sales representative</Link> is responsible. The icons on the map represent
		  customers.</Paragraph>
      </AimSection>
      <Note>
         <SectionTitle>Note</SectionTitle>
         <List>
            <ListItem>You can start this Web part separately or from your Role
			 Based Home Page.</ListItem>
            <ListItem>To show customers on a map, you can use Bing Maps or Open
			 Street View.</ListItem>
            <ListItem>Customers with the sold-to <Link href="/baanerp/tc/glossary/glossary#000015" role="glossary">business partner role</Link> and the particular sales representative specified in the <Link href="/baanerp/tc/com/tccom4510m000#tccom110.crep" role="formfield">Internal Sales Representative</Link> field in the <GUIRef href="/baanerp/tc/com/tccom4510m000" role="session">Sold-to Business Partners (tccom4510m000)</GUIRef> session, are displayed.</ListItem>
            <ListItem>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.</ListItem>
         </List>
      </Note>
      <GeneralSection>
         <SectionTitle>Customer business information</SectionTitle>
         <List>
            <ListIntro>You can view the following customer information:</ListIntro>
            <ListItemHead>General information</ListItemHead>
            <ListItem>Move the mouse pointer over a customer icon.</ListItem>
            <ListItemHead>Detailed information</ListItemHead>
            <ListItem>Click a customer icon. <List>
                  <ListIntro>An information bar is displayed from which you can click
				  icons to access the following information panels:</ListIntro>
                  <ListItem>Company</ListItem>
                  <ListItem>Primary contact</ListItem>
                  <ListItem>Transactions</ListItem>
                  <ListItem>Turnover</ListItem>
               </List>
            </ListItem>
         </List>
         <GeneralSection>
            <SectionTitle>Information panels</SectionTitle>
            <List>
               <ListIntro>The following information is shown:</ListIntro>
               <ListItemHead>Company</ListItemHead>
               <ListItem>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.</ListItem>
               <ListItemHead>Primary contact</ListItemHead>
               <ListItem>Shows the primary contact's full name, job title,
				department, phone, and e-mail.</ListItem>
               <ListItemHead>Transactions</ListItemHead>
               <ListItem>Shows transactions that are linked to the customer. The
				total number of linked transactions is shown for a transaction icon. <List>
                     <ListIntro>You can use the following transaction icons to start
					 these ERP Enterprise sessions:</ListIntro>
                     <ListItemHead>Activities</ListItemHead>
                     <ListItem>Shows <Link href="/baanerp/td/glossary/glossary#ActiviSMI_td" role="glossary">activities</Link> for which the <Link href="/baanerp/tc/com/tccom6100m000#tccom600.acst" role="formfield">Status</Link> is <GUIRef href="/baanerp/tc/domains/com.acst#planned" role="option">Planned</GUIRef>, <GUIRef href="/baanerp/tc/domains/com.acst#not.started" role="option">Not Started</GUIRef>, <GUIRef href="/baanerp/tc/domains/com.acst#draft" role="option">Draft</GUIRef>, <GUIRef href="/baanerp/tc/domains/com.acst#waiting" role="option">Waiting on Someone Else</GUIRef>, <GUIRef href="/baanerp/tc/domains/com.acst#deferred" role="option">Deferred</GUIRef>, and <GUIRef href="/baanerp/tc/domains/com.acst#in.process" role="option">In Process</GUIRef> in the <Link href="/baanerp/tc/com/tccom6100m000" role="session">Activities (tccom6100m000)</Link> session.</ListItem>
                     <ListItemHead>Notes</ListItemHead>
                     <ListItem>Starts the <Link href="/baanerp/tc/stl/tcstl1550m000" role="session">Notes (tcstl1550m000)</Link> session.</ListItem>
                     <ListItemHead>Opportunities</ListItemHead>
                     <ListItem>Shows <Link href="/baanerp/td/glossary/glossary#000178" role="glossary">opportunities</Link> for which the <Link href="/baanerp/td/smi/tdsmi1110m000#tdsmi110.opst" role="formfield">Status</Link> is <GUIRef href="/baanerp/td/domains/smi.opst#preliminary" role="option">Preliminary</GUIRef>, <GUIRef href="/baanerp/td/domains/smi.opst#in.process" role="option">In Process</GUIRef>, and <GUIRef href="/baanerp/td/domains/smi.opst#dead" role="option">Dead</GUIRef> in
					 the <Link href="/baanerp/td/smi/tdsmi1110m000" role="session">Opportunities (tdsmi1110m000)</Link> session.</ListItem>
                     <ListItemHead>Sales quotations</ListItemHead>
                     <ListItem>Shows <Link href="/baanerp/td/glossary/glossary#SalesQuotat_td" role="glossary">sales quotations</Link> for which the <Link href="/baanerp/td/sls/tdsls1500m000#tdsls100.qsta" role="formfield">Status</Link> is not <GUIRef href="/baanerp/tc/domains/qsta#processed" role="option">Processed</GUIRef> in the <Link href="/baanerp/td/sls/tdsls1500m000" role="session">Sales Quotations (tdsls1500m000)</Link> session.</ListItem>
                     <ListItemHead>Sales orders</ListItemHead>
                     <ListItem>Shows <Link href="/baanerp/td/glossary/glossary#SalesOrder_td" role="glossary">sales orders</Link> for which the <Link href="/baanerp/td/sls/tdsls4100m000#tdsls400.hdst" role="formfield">Order Status</Link> is not <GUIRef href="/baanerp/td/domains/pur.hdst#closed" role="option">Closed</GUIRef> in the <Link href="/baanerp/td/sls/tdsls1500m000" role="session">Sales Quotations (tdsls1500m000)</Link> session.</ListItem>
                     <ListItemHead>Sales contracts</ListItemHead>
                     <ListItem>Shows <Link href="/baanerp/td/glossary/glossary#000220" role="glossary">sales contracts</Link> in the <Link href="/baanerp/td/sls/tdsls3500m000" role="session">Sales Contracts (tdsls3500m000)</Link> session.</ListItem>
                  </List>
               </ListItem>
               <ListItemHead>Turnover</ListItemHead>
               <ListItem>Shows the <Link href="/baanerp/td/glossary/glossary#Turnover_td" role="glossary">turnover</Link> of the last five years. If you click on a year
				bar in the turnover panel, the <Link href="/baanerp/tc/com/tccom4513m000" role="session">Invoice-to Business Partner Balances (tccom4513m000)</Link> session is started.</ListItem>
            </List>
         </GeneralSection>
      </GeneralSection>
      <RelatedTopics>
         <SectionTitle>Related topics</SectionTitle>
         <RelTopic>
            <Link href="/baanerp/tc/onlinemanual/000057" role="manual">Business partner balances</Link>
         </RelTopic>
         <RelTopic>
            <Link href="/baanerp/tc/onlinemanual/000100" role="manual">Integration between ERP Enterprise and Bing Maps</Link>
         </RelTopic>
         <RelTopic>
            <Link href="/baanerp/tc/onlinemanual/000101" role="manual">Integration between ERP Enterprise and Twitter</Link>
         </RelTopic>
         <RelTopic>
            <DocRef>ERP Enterprise Workbench Application Installation
		  Guide (U9732 US)</DocRef>
         </RelTopic>
         <RelTopic>
            <DocRef>ERP Enterprise (LN) Role Based Home Pages
		  Administration Guide (U9738 US)</DocRef>
         </RelTopic>
      </RelatedTopics>
   </HelpTopic>
</Session>