| CRM Dashboard (tdsmi1500m000) |  |
| Use this session to view, maintain, and create sold-to business partner-related data. With this session, ERP LN provides an overview of sold-to business partner information and enables an account manager to easily perform multiple business partner-related tasks. In a company, account managers are responsible for maintaining relations with sold-to business partners, also referred to as accounts, or trade relations. They spend a lot of time on handling business partner requests and proposals. As a result, 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 CRM Dashboard (tdsmi1500m000) session If you select a sold-to business partner from the business partner list in the CRM Dashboard (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, Service, and Miscellaneous 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. ERP 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. Sales Sales Orders You can use the Sales Orders (tdsls4100m000) session to view, enter, maintain, and delete sales orders. ERP LN only displays active sales orders, which are the orders for which parts must still be delivered. Sales Order Templates You can 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 Item History Use the Sales Item History by Business Partner (tdsls4551m100) session to view which items are sold to a sold-to business partner. On the appropriate menu, you can choose to view only the delivered and invoiced items, or all sold items. Sales Contracts You can use the Sales Contracts (tdsls3500m000) session to view, enter, maintain, and delete/terminate sales contracts. ERP 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 You can use the Sales Schedules (tdsls3111m000) session to view, enter, maintain, and delete sales schedules. ERP 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. Execution Production Orders You can use the Production Orders (tisfc0501m000) session to view the production orders. ERP 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, ERP LN displays all production orders. Projects You can use the Project Dashboard (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 You can use the Project Dashboard (tipcs0320m000) session to view, enter, maintain, and delete the projects that are linked to the business partner. After Sales Service Calls You can use the Call List (tsclm1509m000) session to view the calls that are linked to the business partner. ERP 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. Clusters You can use the Clusters (tsbsc1100m000) session to view, enter, and maintain the clusters that are linked to the business partner. Service Contract Quotes You can use the Contract Quotations (tsctm2100m000) session to view, enter, and maintain service contract quotations that are linked to the business partner. Service Contracts You can use the Service Contracts (tsctm3100m000) session to view, enter, maintain, and delete service contracts. ERP 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. Service Quotes You can 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 You can use the Service Orders (tssoc2100m000) session to view, enter, and maintain the service orders that are linked to the business partner. ERP 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 You can 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 You can use the Maintenance Sales Orders (tsmsc1100m000) session to view, enter, and maintain maintenance sales orders. ERP 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
Fields | Description
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 Representative field, or the External Sales Representative field in the Sold-to Business Partner (tccom4110s000) session has the same value as the Account Manager in the current session. If this check box is cleared, ERP LN displays all business partners from the Sold-to Business Partners (tccom4510m000) session.
Name | The name of the sold-to business partner's contact.
E-Mail | The sold-to contact's e-mail address.
Office Phone 2 | The sold-to contact's office telephone number.
Mobile | The sold-to contact's mobille 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, ERP LN continually checks that the total amount of created and invoiced orders does not exceed the credit limit. When you exceed the limit, ERP LN gives a warning message. In the Sales Order Parameters (tdsls0100s400) session, you can select whether ERP 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, ERP LN raises the open billing request amount by the order amount. When the business partner is invoiced, ERP LN lowers the open billing request amount. ERP 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.
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 Contracts | If this check box is selected, sales contracts are available for the business partner in the Sales Contracts (tdsls3500m000) session.
Quotations | If this check box is selected, sales quotations are available for the business partner in the Sales Quotations (tdsls1500m000) session.
Sales Schedules | If this check box is selected, sales schedules are available for the business partner in the Sales Schedules (tdsls3111m000) session.
Quick Order Entry | If this check box is selected, you can enter a new sales order for the business partner in the Sales Order - Lines (tdsls4100m900) session.
Sales Item History | If this check box is selected, sales item history is available for the business partner in the Sales Item History by Business Partner (tdsls4551m100) session.
Sales Orders | If this check box is selected, sales orders are available for the business partner in the Sales Orders (tdsls4100m000) session.
Price Simulator | If this check box is selected, prices and discounts can be simulated for the business partner in the Price Simulator (tdpcg0200m300) session.
Opportunities | If this check box is selected, opportunities are linked to the business partner in the Opportunities (tdsmi1110m000) 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.
Attributes | If this check box is selected, attributes are linked to the business partner in the Attributes by Business Partner (tdsmi1101m000) session.
Service Orders | If this check box is selected, service orders are available for the business partner in the Service Orders (tssoc2100m000) session.
Service Contracts | If this check box is selected, service contracts are available for the business partner in the Service Contracts (tsctm3100m000) 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 Calls | If this check box is selected, service calls are linked to the business partner in the Call List (tsclm1509m000) 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.
Clusters | If this check box is selected, clusters are available for the business partner in the Clusters (tsbsc1100m000) 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.
Production Orders | If this check box is selected, production orders are available for the business partner in the Production Orders (tisfc0501m000) session.
Projects | If this check box is selected, projects are linked to the business partner in the Project Dashboard (tppdm6500m100) session.
PCS Projects | If this check box is selected, PCS projects are linked to the business partner in the Project Dashboard (tipcs0320m000) 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. Details of 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. ERP 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 ERP 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 ERP 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: ERP LN clears the One-Time Business Partner check box. You cannot select the Self-Billing check box in the Buy-from Business Partner (tccom4120s000) session. Related topics To set up intercompany settlement transactions
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.
Commands | Description
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.
Business Partners Search by Address Criteria | Starts the Search by Address Criteria (tdsls0270m000) session, in which you can search for a business partner.
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 Management Dashboard (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 Item History | Starts the Sales Item History by Business Partner (tdsls4551m100) 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.
Clusters | Starts the Clusters (tsbsc1100m000) session.
Production Orders | Starts the Production Orders (tisfc0501m000) session.
Projects | Starts the Project Dashboard (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 Representative field, or the External Sales Representative field in the Sold-to Business Partner (tccom4110s000) session, have te same value as the Account Manager in the current session.