| # Customer 360 (tdsmi1500m000) Use this session to view, maintain, and create sold-to business partner-related data. With this session, LN provides an overview of customer information and enables an account manager to easily perform multiple customer-related tasks. In a company, account managers are responsible for maintaining relations with sold-to business partners, also referred to as customers, accounts, or trade relations. They spend a lot of time on handling business partner requests and proposals. Therefore, they must have a good insight in the status of the sold-to business partners they are responsible for. Because this session gives a quick overview of sold-to business partner information and easy access to sold-to business partner-related data, account managers are supported in their daily tasks of handling business partner requests and proposals in a flexible and correct way. How to use the Customer 360 (tdsmi1500m000) session If you select a sold-to business partner from the business partner list in the Customer 360 (tdsmi1500m000) session, information about the business partner is displayed. If you double-click a record, the Business Partner (tccom4100s000) session starts. The check marks under Sales, CRM, Execution, and After Sales indicate which data is available for the business partner. If you click a link, a session is started in which you can view, maintain, or create the business partner data. You can click the following links: CRM Opportunities Use the Opportunities (tdsmi1110m000) session to view, enter, and maintain opportunities for a business partner. Quotations You can use the Sales Quotations (tdsls1500m000) session to view, enter, maintain, and delete sales quotations. LN only displays open sales quotations, which are the quotations with the status Created, Printed, and Modified. You can click All Quotations on the appropriate menu to view all sales quotations. Activities Use the Activities (tccom6100m000) session to view, enter, and maintain activities for a business partner. Contacts Use the Contacts by Business Partner Role (tccom4545m000) session to view, enter, and maintain the contacts of the business partner. Notes Use the Notes (tcstl1550m000) session to view, enter, and maintain notes related to a business partner. Sales Sales Orders Use the Sales Orders (tdsls4100m000) session to view, enter, maintain, and delete sales orders. LN only displays active sales orders, which are the orders for which parts must still be delivered. Templates Use the Sales Order Templates (tdsls2505m000) session to view, enter, and maintain templates for the business partner. You can directly generate a sales order based on a template for the selected business partner. Sales Order History Use the Sales Order History (tdsls4550m000) session to view the history for the sales order. Sales Contracts Use the Sales Contracts (tdsls3500m000) session to view, enter, maintain, and delete/terminate sales contracts. LN only displays sales contracts with the Free, or Active status. You can click All Contracts on the appropriate menu to view all sales contracts. Sales Schedules Use the Sales Schedules (tdsls3111m000) session to view, enter, maintain, and delete sales schedules. LN only displays open sales schedules, which are the sales schedules with the status Created, Adjusted, and Approved. You can click All Schedules on the appropriate menu to view all sales schedules. Sales Schedules History Use the Sales Schedule History (tdsls3560m000) session to view the history for the sales schedule. Project Contracts Use the Contracts (tpctm1100m000) session to view, enter, maintain, and delete the contracts that are linked to the business partner. Execution Projects Use the Projects 360 (tppdm6500m100) session to view, enter, maintain, and delete the Active projects that are linked to the business partner. You can click Show All on the appropriate menu to view all projects. PCS Projects Use the Project Dashboard (tipcs0320m000) session to view, enter, maintain, and delete the projects that are linked to the business partner. Production Orders Use the Production Orders (tisfc0501m000) session to view the production orders. LN only displays the not yet completed production orders, which are the orders with a status other than Completed, Closed, and Archived. However, if you click Show All Orders on the appropriate menu, LN displays all production orders. After Sales Service Calls Use the Call List (tsclm1509m000) session to view the calls that are linked to the business partner. LN only displays calls with the Registered, Assigned, and In Process status. You can click Show All Calls on the appropriate menu to view all calls. Installation Groups Use the Installation Group (tsbsc1100m000) session to view, enter, and maintain the installation groups that are linked to the business partner. Service Contract Quotes Use the Contract Quotations (tsctm2100m000) session to view, enter, and maintain service contract quotations that are linked to the business partner. Service Contracts Use the Service Contracts (tsctm3100m000) session to view, enter, maintain, and delete service contracts. LN only displays service contracts with the Free, or Active status. You can click All Service Contracts on the appropriate menu to view all the service contracts that are linked to the business partner. Customer Claims Use the Customer Claims (tscmm1100m000) session to view, enter, maintain, and delete claims that are linked to the business partner. Service Quotes Use the Service Order Quotations (tssoc1100m000) session to view, enter, and maintain the service order quotations that are linked to the business partner. Service Orders Use the Service Orders (tssoc2100m000) session to view, enter, and maintain the service orders that are linked to the business partner. LN only displays service orders with the Free, Planned, and Released status. You can click All Service Orders on the appropriate menu to view all service orders. Maintenance Sales Quotes Use the Maintenance Sales Quotations (tsepp1100m000) session to view, enter, and maintain the maintenance sales quotations that are linked to the business partner. Maintenance Sales Orders Use the Maintenance Sales Orders (tsmsc1100m000) session to view, enter, and maintain maintenance sales orders. LN only displays open maintenance sales orders, which are the orders with the status Free, and In Process. You can click All Maintenance Sales Orders on the appropriate menu to view all maintenance sales orders. Related topics CRM – functionality Integration between LN and Twitter Account Manager The manager who is responsible for maintaining relations with accounts, or business partners. Only show the Business Partners for Account Manager If this check box is selected, only the business partners that are relevant for the specific account manager are displayed. These are the sold-to business partners for which the Internal Sales Rep field, or the External Sales Rep field in the Sold-to Business Partners (tccom4110s000) session has the same value as the Account Manager in the current session. If this check box is cleared, LN displays all business partners from the Sold-to Business Partners (tccom4510m000) session. Name The name of the sold-to business partner's contact. Related topics Integration between LN and Twitter E-Mail The sold-to contact's e-mail address. Office Phone The sold-to contact's office telephone number. Mobile Phone The sold-to contact's mobile telephone number. Credit Limit The maximum financial risk that you accept or are insured against concerning an invoice-to business partner, or that an invoice-from business partner accepts concerning you. When you create orders, LN continually checks that the total amount of created and invoiced orders does not exceed the credit limit. When you exceed the limit, LN gives a warning message. In the Sales Order Parameters (tdsls0100s400) session, you can select whether LN must display a warning message or block the sales order if the new order balance exceeds the credit limit. Related topics The business partner's credit limit Order blocking Order Balance The balance of outstanding orders. Related topics Business partner balances Order blocking Billing Request Balance The balance of billing requests. When you generate an invoice request, LN raises the open billing request amount by the order amount. When the business partner is invoiced, LN lowers the open billing request amount. LN then raises the open invoice amount or the open trade note amount, depending on the payment method you use for the business partner. Related topics Business partner balances Invoice Balance The total unpaid invoice amount. Related topics Business partner balances Available Credit The balance of all unpaid invoices relating to one particular business partner. Currency The business partner's standard business currency. Year The year to which the turnover amount applies. Turnover The annual sales volume. Picture The business partner's picture, which is defaulted from the Picture field in the Business Partner (tccom4100s000) session. CRM Opportunities If this check box is selected, opportunities are linked to the business partner in the Opportunities (tdsmi1110m000) session. Quotations If this check box is selected, sales quotations are available for the business partner in the Sales Quotations (tdsls1500m000) session. Activities If this check box is selected, activities are linked to the business partner in the Activities (tccom6100m000) session. Contacts If this check box is selected, contacts are linked to the business partner in the Contacts by Business Partner Role (tccom4545m000) session. Notes If this check box is selected, notes are linked to the business partner in the Notes (tcstl1550m000) session. Sales Sales Orders If this check box is selected, sales orders are available for the business partner in the Sales Orders (tdsls4100m000) session. Templates If this check box is selected, sales order templates are available for the business partner in the Sales Order Templates (tdsls2505m000) session. You can directly generate a sales order based on a template for the selected business partner. Sales Order History If this check box is selected, sales order history is available for the business partner in the Sales Order History (tdsls4550m000) session. Sales Contracts If this check box is selected, sales contracts are available for the business partner in the Sales Contracts (tdsls3500m000) session. Sales Schedules If this check box is selected, sales schedules are available for the business partner in the Sales Schedules (tdsls3111m000) session. Sales Schedule History If this check box is selected, sales schedule history is available for the business partner in the Sales Schedule History (tdsls3560m000) session. Project Contracts If this check box is selected, contracts available for the business partner in the Contracts (tpctm1100m000) session. Execution Projects If this check box is selected, projects are linked to the business partner in the Projects 360 (tppdm6500m100) session. PCS Projects If this check box is selected, PCS projects are linked to the business partner in the Project Dashboard (tipcs0320m000) session. Production Orders If this check box is selected, production orders are available for the business partner in the Production Orders (tisfc0501m000) session. After Sales Service Calls If this check box is selected, service calls are linked to the business partner in the Call List (tsclm1509m000) session. Installation Groups If this check box is selected, installation groups are available for the business partner in the Installation Group (tsbsc1100m000) session. Service Contract Quotes If this check box is selected, service contract quotations are available for the business partner in the Contract Quotations (tsctm2100m000) session. Service Contracts If this check box is selected, service contracts are available for the business partner in the Service Contracts (tsctm3100m000) session. Customer Claims If this check box is selected, customer claims are available for the business partner in the Customer Claims (tscmm1100m000) session. Service Quotes If this check box is selected, service quotations are available for the business partner in the Service Order Quotations (tssoc1100m000) session. Service Orders If this check box is selected, service orders are available for the business partner in the Service Orders (tssoc2100m000) session. Maintenance Sales Quotes If this check box is selected, maintenance sales quotations are available for the business partner in the Maintenance Sales Quotations (tsepp1100m000) session. Maintenance Sales Orders If this check box is selected, maintenance sales orders are available for the business partner in the Maintenance Sales Orders (tsmsc1100m000) session. Business Partner Usually a customer's purchase department, the business partner who orders goods or services from your organization, that owns the configurations you maintain, or for whom you perform a project. The agreement with the sold-to business partner can include the following: Default price and discount agreements Sales order defaults Delivery terms The related ship-to and invoice-to business partner Search Key Use the search key to find a business partner. LN automatically fills this field with the first 16 positions of the business partner's name. The letters are converted into capitals. Address The business partner's address. House Number The business partner's house number. ZIP Code The business partner's ZIP code. City The city where the business partner resides. Status You can choose a status for the business partners, which indicates whether you can trade with them or not. Allowed values Business Partner Status Parent Business Partner The business partner that links the various business-partners with different roles in a distributed business partner organization. If you define branches of one company as different business partners, the business partners must all have the same parent business partner. Title The title used on the documents addressed to the business partner. Effective Date The date and time when the business partner's status takes effect. If you leave this field empty, the status takes effect immediately. Related topics Business partner status Expiry Date The expiry date and time of the business partner's status. If you leave this field empty, the status continues. Related topics Business partner status Language The language used for documents addressed to the business partner. If no document is available in this language, the document in the company language is used. Related topics To print external documents in other languages Currency The currency used for the initial transactions with the business partner, for example, request for quotations, or sales quotations. On invoices LN uses the default currency you specify for the invoice-to business partner and invoice-from business partner roles. Related topics Currencies - overview One-Time Business Partner If this check box is selected, the business partner is a one-time business partner. Note When you process the billing request and print the invoice, the invoice address of one-time business partners is entered in Invoicing. Affiliated Company If this check box is selected, the business partner is an affiliated company. The affiliated company is used in: The multisite master plan to distinguish the dependent demand from the independent demand when analyzing the order file in Enterprise Planning. Multicompany electronic data interchange to determine the company for which an internal EDI message is meant. Financials, to generate a reconciliation report for the companies for which LN generates intercompany settlements. Note This check box is enabled if you have defined all the business partner roles for the business partner. Related topics Overview of enterprise modeling Intercompany transactions Affiliated Company No. The company number of the affiliated company represented by the business partner. You can link a logistic company to only one business partner. Chamber of Commerce The business-partner's identification number at the chamber of commerce. Commercial Identification An information field that you can use, for example, for the business partner's identification number at a credit insurance company, such as Dun & Bradstreet. Business Partner Texts If you select a business partner in this field, the text linked to this business partner is printed on external documents. For example, you can print text linked to the sold-to business partner (special delivery agreements) on the shipping order printed for the ship-to business partner. If you leave this field empty, only text linked to the current business partner is printed on documents for the business partner. Address The business partner's default address. Contact The default contact for this business partner. Front Office ID The ID for the business partner generated by a front office application. Internal Business Partner If this check box is selected, the business partner is an internal business partner. In Invoicing you can only send invoices to and receive invoices from business partners. Therefore, if you want to invoice an enterprise unit of your own company, or if you receive invoices from an enterprise unit, you must define the enterprise unit as an internal business partner. You can link only one internal business partner to an enterprise unit. If you select this check box, on the appropriate menu, you can click Enterprise Modeling to start the Internal Business Partners (tcemm1122m000) session in which you can enter the business partner's enterprise unit. Note You can select this check box only when you create a new business partner. Before you can select his check box, you must first define all the business partner roles. To remove the link between the business partner and the enterprise unit, clear this check box and save the data. Related topics Intercompany transactions Intercompany Settlement If this check box is selected, intercompany settlement transactions can be generated for the business partner. Note If the business partner is involved in intercompany settlement transactions, the invoice-from business partner must not be a subcontractor. If you select this check box: LN clears the One-Time Business Partner check box. You cannot select the Self-Billing check box in the Buy-from Business Partners (tccom4120s000) session. Related topics Intercompany settlement transactions – setup I-Code The business partner's Intracom code. Related topics The Belgian Balance of Payments report data Factor If this check box is selected, the business partner acts as a factor. If the factor handles your invoices and collects payments from your customers, the factor must have the pay-by role. If the factor collects payments on behalf of your suppliers, the factor must have the pay-to role. Note Before you can select this check box, you must define the pay-by and the pay-to roles for the business partner. Related topics Factoring EU Company No. If the business partner is an internal business partner, this is the enterprise unit's operational company. Collection Office If this check box is selected, the business partner is considered a collection office. Creation Date The date the business partner data, business partner role data, or business partner address data was created. Last Modification Date The date the business partner data, business partner role data, or business partner address data was last modified. To be Verified If this check box is selected, you must still verify the business partner's details or status. When you verify the business partner's details or status, clear the check box. Related topics Business partner default data Text If this check box is selected, a text is present. New Appointment Starts the Appointment (tccom6600m100) session in which you can enter a new appointment. New Task Starts the Task (tccom6600m300) session in which you can enter a new task. New Call Starts the Call (tccom6600m200) session in which you can enter a new call. New Email Starts the Email (tccom6600m500) session in which you can enter a new e-mail. Price Simulator Starts the Price Simulator (tdpcg0200m300) session. New Sales Order Starts the Sales Order - Lines (tdsls4100m900) session. Invoice-to BP Turnover Starts the Invoice-to Business Partner Balances (tccom4513s000) session. Addresses by BP Starts the Addresses by Business Partner (tccom4133m000) session, in which you can view the addresses for the business partner by business partner role. Invoice-to BP Open Entries Starts the Invoice-to Business Partner Open Entries (tfacr2520m000) session, in which you can view sales invoices. Accounts Receivable Dashboard Starts the Accounts Receivable 360 (tfacr2560m000) session, in which you can view and maintain various types of accounts receivable information. Planned Inventory Transactions by Order Starts the Order - Planned Inventory Transactions (whinp1501m000) session, in which you can view planned inventory transactions by order. Planned Inventory Transactions by Item Starts the Planned Inventory Transactions (whinp1500m000) session, in which you can view planned inventory transactions by item. Inventory by Item and Warehouse Starts the Warehouse - Item Inventory (whwmd2515m000) session, in which you can view item inventory by warehouse. Inventory by Item, Warehouse, Location, Lot Starts the Warehouse - Item - Lots Inventory (whltc1505m000) session, in which you can view lots by warehouse. Promotions Starts the Promotions (tdpcg0140m000) session, in which you can view and maintain promotions for item promotion group, or business partner promotion groups. Sales Order Templates Starts the Sales Order Templates (tdsls2505m000) session. Quotations Starts the Sales Quotations (tdsls1500m000) session. Sales Orders Starts the Sales Orders (tdsls4100m000) session. Sales Contracts Starts the Sales Contracts (tdsls3500m000) session. Sales Schedules Starts the Sales Schedules (tdsls3111m000) session. Sales Order History Starts the Sales Order History (tdsls4550m000) session. Project Contracts Starts the Contracts (tpctm1100m000) session. Opportunities Starts the Opportunities (tdsmi1110m000) session. Activities Starts the Activities (tccom6100m000) session. Contacts Starts the Contacts by Business Partner Role (tccom4545m000) session. Attributes Starts the Attributes by Business Partner (tdsmi1101m000) session. Service Orders Starts the Service Orders (tssoc2100m000) session. Service Quotes Starts the Service Order Quotations (tssoc1100m000) session. Maintenance Sales Orders Starts the Maintenance Sales Orders (tsmsc1100m000) session. Maintenance Sales Quotes Starts the Maintenance Sales Quotations (tsepp1100m000) session. Service Contracts Starts the Service Contracts (tsctm3100m000) session. Service Calls Starts the Call List (tsclm1509m000) session. Installation Groups Starts the Installation Group (tsbsc1100m000) session. Production Orders Starts the Production Orders (tisfc0501m000) session. Projects Starts the Projects 360 (tppdm6500m100) session. PCS Projects Starts the Project Dashboard (tipcs0320m000) session. Business Partner for Account Manager Only shows the business partners that are relevant for the account manager. These are the sold-to business partners for which the Internal Sales Rep field, or the External Sales Rep field in the Sold-to Business Partners (tccom4110s000) session, have te same value as the Account Manager in the current session. |