| # Attributes by Business Partner (tdsmi1101m000) Use this session to view, enter, and maintain attributes by business partner. Note You can add attributes one by one or by attribute set. Related topics CRM – master data 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 Indicates the relationship between your organization and the business partner. The role defines the types of transactions you can carry out with the business partner. The business partners with different roles are linked by a common parent business-partner. Examples of business-partner roles: Sold-to business partner Pay-by business partner Attribute Used to record distinctive information on (potential) business partners, contacts, opportunities, or activities and to segment data when specifying a batch selection for generating activities, mail merge (letters), or flexible reports. Example
Attribute | Description | Type | Details
--- | --- | --- | ---
sf | Is the person a soccer fan? | Option | Options are Yes and No; default is No
fc | Favorite soccer club | Alphanumeric | Default is <blank>
conv | How did you value this conversation? | Alphanumeric | No defaults
ccb | Can I call you back next week? | Option | Options are Yes and No; default is No
lunch | Should bring own lunch | Option | Options are Yes and No; default is No
dressc | What is the dress code? | Option | Options are formal and casual (default)
comp | Main competitor | Alphanumeric | No defaults
terr | Territory | Option | Options are East and West
Attribute set | Description | Attributes
--- | --- | ---
CON | Default attribute set for contacts | sf, fc
BP | Default attribute set for business partners | sf, fc
CALL | Default attribute set for calls | conv, ccb
APP | Default attribute set for appointments | lunch, dressc
OPP | Default attribute set for opportunities | comp, terr
Attribute The description of the attribute. Make the attribute short and clear as it is displayed and printed in many places. Value The attribute's value. For example, if the attribute is Salary level 1, the value can be the salary amount. Help You can enter a sort of help text with the text editor, which you can use for extra information on the attribute in question. |